What we help with
Ongoing advice and service fees
Many people pay an ongoing advice or service fee, often a percentage of their investments each year, in return for at least an annual review of whether their investments still suit them. If you paid that fee but did not receive the reviews or ongoing service you were promised, or the firm cannot show it provided them, you may have grounds to ask for those fees back. An offer of a review you never actually received may not count as the service being provided.
Does this sound familiar?
What people usually tell us
Any one of these may be worth a conversation. None of them decides anything on its own.
Being straight with you
What this is not
This is about fees paid for a service that was not provided. It is not about how your investments performed, and it is not by itself about whether the original advice was suitable.
Not everyone who asks has a complaint worth pursuing, and we would rather say so early than take on a case that goes nowhere. Many firms are also contacting affected customers and refunding them directly, for free. If that route is open to you, we will tell you to take it.
If we look at it
What helps us assess it
You do not need all of this to get in touch. If you no longer have these documents, we can usually request them from the firm on your behalf.
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.
Get an honest view, free
There is no cost and no obligation. If we do not think you have a case, or you would be better off going direct, we will tell you.
See if we can help, free and with no obligation
Please enquire and let's see how we may be able to help you.