Investment customer stories
We've helped many people reclaim money lost on mis-sold investments — real customers, real amounts. These are just some of their stories.
Amounts reclaimed for customers are before the deduction of our fee.
William Thornley
£21,400 reclaimedAfter inheriting some money from his late mother`s estate Mr Thornley decided to take advice from his bank about how to get the best return…
Alan Parton
£15,500 reclaimedIn January 2007 Mr Parton received some money when he sold his business and retired– he paid the proceeds into his current account. Lloyds…
Hilary Maton-Jenner
£6,400 reclaimedMrs Maton-Jenner had invested £20,000 with Barclays bank having received a pension lump sum payment in 2007. After three years the…
Margaret Long
£1,500 reclaimedMrs Long was encouraged to invest the money she held on deposit into a risk-based investment with RBS that lost money. Having assessed her…
Janet Rynkiewicz
£26,700 reclaimedWhen Mr Rynkiewicz received his pension lump sum from his employer Halifax suggested Mr and Mrs Rynkiewicz speak to a financial adviser…
Stephen Montague
£10,000 reclaimedMr & Mrs Montague were encouraged to meet with a Lloyds TSB adviser after Mr Montague had been made redundant and Mrs Montague had received…
Patrick Caulfield
£16,000 reclaimedMr and Mrs Caulfield were contacted by their bank in 2007 after Mr Caulfield retired. He had received his retirement lump sum into his…
Carl Potter
£1,200 reclaimedIn 1998 Mr Potter wound up his construction business and decided to retire. At this time Royal Bank of Scotland suggested that Mr Potter…
Fred Hardman
£6,916 reclaimedFred had sadly lost his wife and was in the bank when he was approached by the staff to see an adviser due to his substantial balance. He…
William Miller
£37,900 reclaimedIn January 2006 Mr Miller received some money from his late father’s estate. Lloyds TSB suggested he spoke to a financial adviser and he was…
Susan Lomax
£1,500 reclaimedMiss Lomax, now a local councillor for Morecambe town council, retired in 2001 after working for Boots for 27 years. She approached the…
Brian Orsborn
£13,700 reclaimedMr & Mrs Orsborn were encouraged to meet with a Royal Bank of Scotland adviser because of the large amount of money they had saved in their…
Daphne Soule
£400 reclaimedMrs Soule had been through a difficult period in her life following the loss of her daughter and went to Halifax to ‘put some money away’…
Colin Booth
£2,300 reclaimedIn 2006 Mr Booth had re-mortgaged his home through the Cheltenham & Gloucester in order to clear some previous finance and also to raise…
Philip Shaw
£3,700 reclaimedMr Shaw explained to his adviser at NatWest that he did not want to take risks with his money when the bank approached him about investing…
Robert Roden
£2,700 reclaimedMr Roden was purchasing his first home in August 1996. He sought mortgage advice from Halifax in order to complete on the purchase. In…
Steve Jasper
£3,000 reclaimedSteve had been continually contacted by his bank, Lloyds TSB, when a member of its staff noticed that he held a substantial balance in his…
James McCann
£3,100 reclaimedMr & Mrs McCann had recently paid the proceeds of the sale of a house into their Halifax account. At this time, they were approached by the…
Graeme Rowse
£6,500 reclaimedIn 1997 Mr Rowse was approached by his bank to talk about his savings and getting a better return. The adviser recommended that Mr Rowse…
Michael Woolliscroft
£1,200 reclaimedMr Woolliscroft had built up a healthy balance in his savings account over a period of time. He approached his local branch and asked for…
Donald Dalziel
£1,500 reclaimedDonald invested £5000 some years ago with Lloyds TSB. He was not in great health at the time but was encouraged to invest his savings for a…
Preston Horton
£900 reclaimedMr Horton had built up a healthy balance in his savings account over a period of time. He was approached by his local branch who suggested a…
Robert Gaskell
£2,000 reclaimedMr Gaskell approached Lloyds TSB seven years ago when he had received a sum of money from the sale of his previous property. He had recently…
Steven Lansdowne
£800 reclaimedIn 1996 Mr and Mrs Lansdowne sought investment advice from Halifax bank having accumulated surplus monies in their bank account. They wanted…
Catherine Gault
£1,065 reclaimedIn 2002 Catherine’s father had passed away and whilst she was in the bank dealing with his affairs it was suggested by a member of staff…
Christine Fletcher
£6,900 reclaimedIn December 2006 Mrs Fletcher received some money when she had to take early retirement from her job in order to look after her husband who…
Derek Smith
£1,200 reclaimedMr Smith invested into a Capital Guaranteed Bond but was disappointed when after six years he only got back his original investment and…
Ronald Sawyer
£4,500 reclaimedMr Sawyer invested some of his savings into an ISA linked to the stock market after taking advice from his bank. He trusted his adviser to…
John Gilbert
£1,880 reclaimedJohn and Marilyn were nearing retirement a number of years ago and planning a house move when they approached Lloyds TSB for some investment…
Colin Armstrong
£1,400 reclaimedIn 1997 Mr Armstrong approached Lloyds TSB to open a regular savings account. He had wanted to save a regular monthly amount of £30 over a 5…
Frank Challoner
£3,000 reclaimedFrank had been made redundant from his job back in 1998 and had received his redundancy payment into his Lloyds account. He was encouraged…
David Mitchell
£14,400 reclaimedMr Mitchell was encouraged to meet with a Lloyds TSB adviser after he had retired from work. A unit trust was recommended which subsequently…
Stuart Snowden
£7,000 reclaimedMr Snowden had recently received a lump sum from a redundancy pay out and had paid the proceeds of this into his bank account. At this time…
Margaret Fitzpatrick
£2,300 reclaimedMrs Fitzpatrick was referred to us by her son-in-law after we were able to help his mother. Mrs Fitzpatrick had a maturing 1 year deposit…
Harry Sutton
£9,900 reclaimedMr Sutton contacted us after losing £6,000 in a Co-op bank Corporate Bond. He had been told the investment was safe and invested £100,000…
Alan Cotton
£15,000 reclaimedAlan had been a customer of Northern Rock for many years when he invested with them in 2005. The bank staff had been pressurising him to…
Allan Jones
£7,800 reclaimedMr Jones had bought single company shares on the recommendation of a stockbroker Wills & Co. The shares contained a high level of risk and…
Derek Bullock
£7,200 reclaimedA representative of Britannic Assurance (now Phoenix Life) advised Mr Bullock to save £100 per month to build up a nest egg for his…
Malcolm Nash
£13,000 reclaimedMost people expecting sound financial advice would normally turn to their bank, believing it would have their best interests at heart…
James Phelps
£1,500 reclaimedMr & Mrs Phelps were encouraged to meet with a Co-op adviser because of the large amount of money they held on deposit, the proceeds of a…
James Willis
£7,500 reclaimedWhen Mr Willis retired with a lump sum from his employer he turned to an Independent Financial Adviser for advice about how to top up his…
Neil Stevenson
£12,000 reclaimedAfter being made redundant Mr Stevenson got a cheque which he duly deposited into his Yorkshire Building Society account. Mr Stevenson…
Kevin Mitchell
£6,000 reclaimedKevin Mitchell invested £50,000 six years ago with Santander and when he surrendered the money just two years later he found he had made a…
Alan Burke
£34,800 reclaimedMr Burke was contacted by Santander because of the large amount of money he held in his deposit account. He was persuaded to invest his…
Paul Sheppard
£2,000 reclaimedMr Sheppard had recently taken a lump sum from his pension plan and had paid the proceeds of this into his HSBC account. The bank…
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