I’ve helped a few thousand people recover losses from just about every type of financial product. My reward is helping people get back their money after being sold something totally unsuitable.
I’m proud to hold a 5 starTrustpilotrating. Please click through to read client reviews.
Firstly, a bit about myself. I have worked for some of the biggest financial services companies in the UK. I still act as a consultant in the areas of complaint handling and regulatory compliance, which gives me a unique insight into how best to pursue a complaint.
As events have brought one mis-selling scandal after another to people’s attention, more and more of my time has been dedicated to helping people get back on track if they’ve been sold something unsuitable and it has caused a financial loss. Not that I actually planned on doing this in any pre-meditated way. But 20 years ago, many friends and family members began to discover that their endowment policy would not provide sufficient cash to repay their mortgage loans (let alone produce the surplus lump sum that was usually promised). With my experience of the industry and the complaints process, I was able to help them win compensation, because…
Knowing how the industry works from the inside – particularly the way complaints are dealt with by insurers and banks – is an invaluable asset. I have lost count of the number of people that have asked me to help them after they’ve lost their own case, seeing over and over again the same basic errors being made which gives the insurer or bank an easy rejection.
I have seen too many people lose too much money (and some ruined) by being sold financial products to which they were not suited. It has been going on for years and we see the consequences of it with one mis-selling scandal after another. I’m sure, after your own bad experience, you are probably wondering whether you can trust anyone again. I hope you will as I’ve designed my service to give you 100% peace of mind. I like to think my promises are unique and very straightforward:
• No win, no fee – see the fees section for details
• No upfront fees whatsoever
• No hidden “admin” fees
• Authorised and regulated by the Financial Conduct Authority.
• You only deal with me
• You benefit from my experience and knowledge
• The friendliest and most reassuring service available
I hold the highest 5 star Trustpilot rating. Please click through to read client reviews.
If you would like to have a chat about any concerns you have then please feel free to contact me and we can discuss what I can do to help. There is no obligation at all so don’t worry about being pressured.
I feel very strongly that anyone seeking to challenge financial advice, should at the very least have the same qualifications as those that gave the advice.
I am a fully qualified financial adviser myself (although I do not give advice) and hold the following qualifications from the Chartered Insurance Institute:
• Diploma in Financial Planning
• Advanced Investment Planning (AF4)
• Discretionary Investment Management (J10)
• Investment Principles & Risk (R02)
• Mortgage Advice (MAQ)
• Financial Planning Certificate, Paper 1 (FPC1)
• Financial Planning Certificate, Paper 2 (FPC2)
• Advanced Financial Planning Certificate, Paper 3 (FPC3)
