0808 301 7065 Was I mis-sold my investment? You may not realise you’ve been mis-sold an investment, or you may not know how to judge if the advice you received was unsuitable for your specific needs and situation. If you’ve lost money on an investment as a result of poor financial advice, you may be able to start a claim and get your money back. You can call us to discuss your investment – we can determine if you’ve been a victim of mis-selling – or you can read this guide to help you decide if you’re owed compensation from your investment provider Mis-sold investments are defined as: The negligent, deliberate or reckless sale of an investment, where the investment was misrepresented or unsuitable for your needs. Many of our customers tell us that they knew they could lose money and were willing to take a risk. However, just because the bank told you about the risk it does not mean the advice was always suitable. We have helped many people in exactly this situation. There are many factors affecting the performance of all investments, but there are particular questions you can ask yourself to identify whether you’ve been the victim of mis-selling How to judge if you’ve been mis-sold: If your answer to any of the below questions is “no”, you may have been mis-sold an investment: Did your adviser properly explain the risks involved? Were you made fully aware that you might have lost money overall at the end of the agreed investment period? Were you made aware of how much money you stood to lose over the investment? Did the adviser clearly explain to you how the investment product worked? Were the terms of the investment fully explained – were you made aware of the financial penalties for taking out your money early? Were the annual management charge figures set out for you? Did your adviser take due care and consideration over what you hoped to achieve from your investment? Did your adviser ask what the returns were earmarked for – retirement, school fees, health care, and so on? Did your adviser ensure that you had a good level of investment understanding? Were you asked if you held other investments? Were the alternatives explained if the investment proved unprofitable? If you can reply “yes” to the further questions below, then you may have been pressured into a sale, and if that’s the case, you can make a claim for investment mis-selling: Did the adviser lead you to believe that good returns were practically guaranteed? Were you led to believe that your initial investment was completely safe, even if the returns didn’t materialise? Did you feel pressured to make the investment? Did your adviser seem intent on selling you one particular product? Were you encouraged to move funds from an existing investment into another with a promise of higher returns? What’s the next step? If you’ve read through the list and you believe you were mis-sold an investment and would like to have a conversation, call one of our experts on 0808 301 7065 or email enquiries@goodwinbarrett.co.uk. A claim could result in you receiving thousands of pounds in compensation within 8 weeks. Request a call back If you'd like us to call, please fill in your details CALL ME BACK William Thornley from Bolton received £21,400 compensation from Halifax Alan Burke from Bolton received £34,800 compensation from Santander Why choose us? Hassle-free process. No lengthy paperwork to complete. Your own dedicated claims expert. Claims settled within 8 weeks on average. MORE ABOUT US Speak to our friendly experts If you feel you've been let down by your bank or financial adviser please call us. Call today 0808 301 7065 Customer Stories We've helped thousands of people win compensation as a result of unsuitable financial advice. Previous I’m absolutely delighted with the service we got from Goodwin Barrett, I couldn’t believe how easy it was and i’ve nothing but praise for them William Thornley from Bolton got back £21,400 from Halifax Next Figures shown are before the deduction of our fee. Goodwin Barrett Ltd Mikar Business Park Northolt Drive Bolton BL3 6NJ 0808 301 7065 enquiries@goodwinbarrett.co.uk Contact Us Terms & Conditions - Mis-sold Investment Terms & Conditions - Mis-sold Pension Pre Contract Information Complaints Privacy Policy Sitemap Request a call back CALL ME BACK Goodwin Barrett is a claims management company. You do not need to use a claims management company to make your complaint to your bank. If your complaint is not successful you can refer to the financial ombudsman service for free. Goodwin Barrett Ltd is authorised and regulated by the Financial Conduct Authority FRN: 830495 Company number 09294215 - Mikar Business Park Northolt Way Bolton BL3 6NJ. VAT registration number 198 9960 18, registered in England. Goodwin Barrett Ltd is registered with the Information Commissioner's Office under registration reference ZA085532.