No upfront fee
Investment & Wealth Management Complaints
Paid for ongoing advice you didn’t receive? We can help you complain fairly. We are a regulated, no-pressure service for people who paid for ongoing advice, annual reviews or service from firms such as St. James’s Place, Quilter or True Potential and feel they may not have received what they paid for.
You do not have to use a claims management company, you can complain to the firm and the Financial Ombudsman Service for free. We cannot guarantee any outcome.
Find Out Where You Stand
Regulated claims management · No-obligation initial assessment · 14-day cooling-off period
Regulated
claims management FRN 1036495
No fee
pay only if you receive money back
14-Day
cooling-off, cancel at no cost
Free
direct route always explained
A little about us
Who are we
Wealth Claims Bureau is a trading name of Vehicle Direct Redress Ltd (Company No. 16486558), regulated by the Financial Conduct Authority (FRN 1036495). We are a claims management company specialising in investment, wealth-management and pension advice complaints. We are not a law firm, and we do not provide legal, tax or investment advice. Our job is to help you put a clear, well-evidenced complaint to the firm that advised you, and, if needed, to the Financial Ombudsman Service.
Investment & Wealth Management Complaints
What we help with
We focus on complaints about how UK wealth, investment and pension advice firms treated their customers. Whether you have a valid complaint always depends on your own circumstances, we tell you honestly.
Ongoing advice and service fees
Most commonMany people pay an ongoing advice or service fee, often a percentage of their investments each year, in return for at least an annual review. If you paid that fee but did not receive the reviews or ongoing service you were promised, you may have grounds to ask for those fees back.
Transfers and switches
If you were advised to transfer or switch a pension or investment, for example into a new product, platform or the adviser’s own funds, and it was not right for you through higher charges, lost guarantees or no real benefit, you may have a complaint.
Investment advice
If you were advised to invest in something that did not match your circumstances, goals or attitude to risk, you may have a complaint. This is not about investments that simply went down in value; it is about whether the advice was suitable for you.
Pension drawdown and retirement advice
Higher valueIf you were advised on how to take your retirement income and it did not suit your need for security or sustainable income, or an annuity or a valuable guarantee was not properly considered, you may have a complaint.
Charges and disclosure
If charges were unclear or poorly explained, you were not told about an exit penalty, or a materially cheaper option was not mentioned, you may have a complaint. This is about whether you were given clear, fair information, not simply about whether charges were high.
Vulnerable customer treatment
If you were unwell, recently bereaved, or otherwise needed extra support at the time, and the firm did not treat you fairly or make reasonable adjustments, that may strengthen or form the basis of a complaint.
Ombudsman escalation
If you have already complained to a firm and it was rejected, or you think the compensation offered was too low, we can review whether it is suitable to refer your complaint to the Financial Ombudsman Service, which is free to you. Strict time limits apply.
These are general descriptions. Whether you actually have a valid complaint depends on your own circumstances and the evidence, which we will assess with no obligation. We do not give investment, tax or legal advice.
our Process
How It Works
We've made the process as simple as possible. Most customers spend less than 60 seconds submitting their request. We then will call for a quick, exploratory chat to see if you may have a claim moving forward.
- 01
No-Obligation Initial Review
We look at your paperwork and explain, in plain English, whether your case appears to have an arguable basis. We'll tell you honestly if it doesn't.
- 02
Evidence & Complaint
We gather the right documents and after your 14-day cooling-off period we put a clear, fact-specific complaint to the firm.
- 03
Outcome and Escalation
We keep you updated and, where suitable and with your agreement, escalate to the Financial Ombudsman Service (free to you). Using us doesn't make the firm or the Ombudsman act faster.
“We exist to help wealth-management customers who feel their adviser let them down, without overpromising, without pressure, and always with the free direct route on the table.”
PLEASE NOTE: compensation is paid directly to you. Our success fee is paid to us by bank transfer within 14 days of redress clearing in your account. There is never an upfront fee.
FACTS
Don’t Wait
Plain-English Key Facts
Everything you need to decide if The Wealth Claims Bureau is the right choice.
The Wealth Claims Bureau operates under FRN 1036495
Approximately 8–26 week process
Simply provide suitability letter and proof of charges
We review your case honestly before taking it on
No upfront fee. Our success fee is within the FCA fee cap, and every band is published
14 day cooling off period if required
We promise no guarantees. It is case by case
Ready to Explore Your Claim?
You may already be entitled to a direct refund without needing a representative. We will explain the cost-benefit before you sign anything. If the direct refund is the better option for you, we will tell you so.
No upfront fee. Regulated by the Financial Conduct Authority.
You do not have to use a claims management company. You can complain directly to the firm and the Financial Ombudsman Service for free.