Investment products…
They come in a bewildering array of guises:
• Stocks & Shares ISAs
• Personal Equity Plans
• Investment and Unit Trusts
• Managed Portfolios for those of high net worth
The value to the banks in selling these investments is that they generate a profit far greater than just allowing you to leave your money on deposit. But such investment products carry risks, and often the people to whom they were sold either did not know that, or were unsuited to taking those risks.
The problem…
As is so often the case with UK banks chasing profits, the needs of their customers were over-looked. High pressure selling tactics were often employed to entice people into taking undue risks with their savings. As a consequence, many hundreds of thousands of people have lost money, or found themselves trapped in a product from which they cannot escape without suffering a major financial loss.
The solution…
Were you sold an investment product that has failed or not returned the amount expected, or is just giving you cause for concern?
If so, please contact me for a no obligation, informal chat. My aim will be to ensure you receive every penny to which you are properly entitled if mis-selling occurred.
Please contact me now or take the 60 Second Mis-selling Test
How to get in touch…
I’m here to help, so please don’t hesitate to contact me
There is a Contact Form below if you would like to use that. Or one of the following other methods will also be absolutely fine.
An email may give you time to get your thoughts down and me to think about your situation before responding. My email address is:
If you prefer to chat in person, that’s fine too. My phone number is:
0151 329 0775
Or please call me on my personal mobile number:
07788 630037
If I am not available to speak to you at length straightaway please leave a message on voicemail and I promise I will get back to you as soon as I can.
Contact Form