When taking out any form of financial investment, it is commonplace to seek professional advice: perhaps from a bank, an IFA, accountant or lawyer. If they got it wrong and you have lost money as a result then you could be entitled to compensation: professional indemnity insurance policies are often an industry requirement and are designed to protect those who suffer from the consequences of bad advice.
“Jamie provided me with excellent advice and support throughout. He is very knowledgeable and approachable and I wouldn’t hesitate to recommend him.”
– Jessica, from London
The types of investment that may have been mis-sold are manifold: you may have been advised to enter into a complex tax mitigation product (such as a film or media scheme or patent relief scheme), a collective investment scheme (such as a Harlequin type property scheme) a Unit Fund, OEIC, personal equity plan or a managed portfolio which were unsuitable. Or advised to invest in ISAs, managed portfolios or investment bonds which haven’t worked out as planned.
While hindsight is an easy vantage point JCLM will be able to ascertain whether- given your investment background, stated requirements and appetite for risk- you were given negligent advice and whether the risks of such schemes were explained to you sufficiently.
It may have been that you were not given sufficient information about the schemes, that they were at odds with your usual investment appetite (which may have been cautious) and you were not told about any additional charges and commissions to be paid to your advisors. Or you may have felt under pressure to agree.
JCLM have experience in dealing with all the above and presenting these complaints for resolution internally, through FOS and the FSCS and- where necessary- through the Courts.
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We challenge the conventional wisdom of large, traditional legal firms to offer a service that’s on your side. We are not prepared to accept the status quo without enquiry, nor are we conflicted or in the hands of business partners/funders. We act only for our clients.
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Get in touch with JCLM today and discover how our monthly legal services are supporting start-ups, SMEs and individuals in claiming compensation for mis-sold investments.
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