Home office: Bristol
Also works in: London
Lily is a solicitor in the financial services litigation team based in Bristol. She advises on a broad range of professional negligence and financial services disputes, with a particular focus on claims brought by private individuals in relation to negligent financial advice. Lily joined the firm in 2021 as a paralegal and qualified as a solicitor in 2024 following completion of the SQE.
How Lily can help you
Lily supports clients with a range of financial services and professional negligence matters, including:
- Negligent advice relating to pensions, particularly final salary transfer advice and ill-health retirement disputes
- Negligent investment advice, including claims involving loan notes, unregulated investments and inheritance tax planning structures such as AIM portfolios
- Equity release and mortgage-related disputes
- Claims arising from inadequate due diligence and regulatory failings
Experience
- Acting on claims on behalf of over 1,000 steelworkers in relation to negligent advice on final salary pension transfers, helping to recover over £47 million
- Extensive experience handling complaints through the Financial Ombudsman Service and Financial Services Compensation Scheme, including claims against financial advisers and pension providers arising from unsuitable advice and due diligence failings relating to pensions and investments
- Currently supporting a multi-million-pound claim concerning shared appreciation mortgages entered into in 1998