0808 301 7065 Terms & Conditions - Mis-sold Investment We have tried to make our Terms and Conditions as clear and transparent as possible by using easy to understand language. If there is anything in this document that you are unsure about please call us for a more detailed explanation. This agreement creates a contractual relationship between Goodwin Barrett Limited T/a Goodwin Barrett (Company No:09294215) Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ and the individual(s) who prints their name(s) and signs this agreement for the Firm to advise, investigate and represent the client to lodge a complaint, on the clients behalf, against relevant third parties This includes pursuing a claim(s) for a Mis -Sold Investment where unsuitable financial advice has been provided and you have lost money as a result of this advice. Examples of the sort of products include Stocks and Shares ISAs, Unit Trusts and Investment Bonds. The service provided by Goodwin Barrett will be as follows: Obtain relevant information from your bank or investment provider to investigate the merits of your claim Obtain relevant information from you to ascertain the basis of the claim and investigate its merits Advise you about whether the claim has a prospect of success or not prior to presenting the claim to the bank Submit a claim on your behalf to the bank Liaise with the bank following the submission of the claim until the claim is concluded If the claim is rejected, we will discuss with you the possibility of escalating the claim to the Financial Ombudsman Service Client Obligations: To provide all information/paperwork that you have in your possession as required by Goodwin Barrett to help with the claim To not enter into any agreements with your bank or financial adviser without first consulting Goodwin Barrett but understand that you may receive a call from your bank to confirm the details of the claim submitted by Goodwin Barrett To co-operate with Goodwin Barrett to enable us to provide the claims management service to you To notify Goodwin Barrett when an offer of compensation is made by your bank To accept offers of compensation that Goodwin Barrett advises are reasonable To notify Goodwin Barrett where you are in receipt of compensation paid by your bank Cancellation Goodwin Barrett can terminate this agreement at any time and no fee will be payable by you if we think there are no grounds for a claim or that your claim is unlikely to succeed. You have the right to cancel the contract by telephone, email or in writing to Goodwin Barrett within 14 days of signing the contract and you will not be charged. If you terminate after 14 days, and we have submitted your claim, and an offer of compensation is subsequently made, we will charge our full fee as detailed below. If you cancel after 14 days, and we have submitted your claim, and we are unsuccessful, we will not charge a fee. Law & Jurisdiction The law applicable to this contract shall be English law and the parties consent to the jurisdiction of the English courts in all matters affecting this contract. Making a claim yourself You do not need to use Goodwin Barrett to make this claim – you can do this yourself free of charge and if your claim is unsuccessful you can pursue this with the Financial Ombudsman Service. In the event that your financial adviser is no longer in business you may be able to use the services of the Financial Services Compensation Scheme. Payment of our fee Goodwin Barrett will endeavour to recover all monies in respect of my claim and undertake to forward any payment from my bank or financial adviser to me within seven days from the date received, subject to the agreed fee of 40% plus VAT – total fee payable 48%. We require that you promptly pay our fee no later than 7 days after you receive your compensation (if you are paid direct) or if you have no intention of accepting the offer and we recommend that you do so, 7 days after our recommendation. In the event that our fee remains unpaid we reserve the right to refer your case to third party Debt Collectors – we currently use BCA Business Services Ltd. An example of our fees are as follows: Compensation amount Our fee 40% plus Vat - total 48% You would be left with £1000 £480 £520 £3000 £1440 £1560 £10000 £4800 £5200 Please note the above fee illustration is not to be taken as an estimate of the amounts we are likely to recover. If you have any outstanding liabilities with the bank such as an overdraft, there is a possibility that any compensation will be off set against those outstanding liabilities but you will still be liable to pay our fee. Complaints may be made in writing, by e-mail, by telephone or in any other form to Goodwin Barrett Ltd, Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ Telephone: 01204 471280 Email: enquiries@goodwinbarrett.co.uk 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.