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Specialist financial mis-selling solicitors

Claim compensation for the mis-selling of financial products

The world of investments, pensions and tax is complex. When it comes to advice in this area, claims are on the horizon when someone receives, and acts upon, inadequate or misleading professional advice and loses money as a result. For example, being encouraged to make investments which presented more risk than someone had been led to believe, or encouraging someone to take part in a tax-mitigation vehicle without explaining the potential downsides.

If you believe you may have received poor financial or tax advice, our financial mis-selling solicitors are ready to help you seek to recover your losses.

Our highly successful team have extensive experience in pursuing financial mis-selling compensation for those mis-advised by individual advisers, firms, and financial institutions, and are fully committed to achieving the best outcome for you.

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How our experts can help you

We will consider your case carefully and assess the likelihood of a successful claim based on the advice you received in relation to your personal circumstances.

We will then advise you as to your options and a recommended course of action , be that through the courts, Financial Ombudsman Service (FOS), Pensions Ombudsman, mediation or negotiation.

Here are some examples of the issues we can advise you on:

Investment mis-selling

This may include investing in something which was not suitable for you, that was too high risk, or that did not meet your needs. We can advise you about the recommendations that were made to you and the prospects of recovering compensation.

Tax avoidance schemes

We can assess the advice you were given to engage in various forms of tax-saving schemes, such as film partnerships, and explain the options you have to try to recover any losses.

Pension disputes

Disputes may arise surrounding advice to transfer from a secure pension arrangement into a self-invested personal pension (SIPP) and invest in high risk products, or any advice which caused a pension to lose substantial money. We can discuss your circumstances with you and whether you were mis-sold pension advice .

Equity release and shared appreciation mortgages

If you feel that the terms and mechanics of any form of equity release mortgage, including shared appreciation mortgages, were not explained, or that the explanation was misleading, we can advise you about making a claim.

Clarke Willmott – your legal partner for life

  • We fight hard on your behalf to secure the best possible outcome for you with the minimum of fuss.
  • Our team of solicitors, which includes qualified financial advisers, has the depth and breadth of experience to understand the issues at play on both sides, giving us the edge over other law firms.
  • We offer flexible fee and funding arrangements including no-win, no-fee.
  • You can depend on us to be transparent and honest with you from day one. We will also explain everything clearly to you and listen to what you need from us.

What our clients say

They have a real quality and depth in the team.” – Chambers UK, 2024

The team were very capable and dealt with the matters in a very timely fashion.” – Chambers UK, 2024

Real litigation expertise combined with sensitivity to costs. – Legal 500, 2024

One of the most well-balanced teams in the business. They have someone who can do everything and resource their cases appropriately.’ – Legal 500, 2024

Contact our financial mis-selling specialists today

Our specialist financial mis-selling solicitors are ready to discuss your case.

For advice on taking action to recover your losses, either on your own or as part of a group, call for a free no obligation initial consultation on 0800 652 8025 or get in touch online.

Recommendations

The next day feels as good as yesterday. Thanks for yours and your teams hard work on this case.

On our own we don’t have a voice. Together with professional guidance we have a chance. I understand it’s a long road ahead but I feel better stronger and believed.

Client

Once again I cannot thank you and your colleagues enough for all your support, hard work and determination in this case.

Client

Your key contacts

Darren Kidd

Partner

Bristol and London
Darren is an experienced litigator specialising in high value and complex disputes. He has particular experience of structuring and progressing group litigation and litigation funding.
View profile for Darren Kidd >

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The Court of Appeal in Commission Recovery Ltd v Marks & Clerk LLP & Another [2024] EWCA Civ 9 has upheld a High Court’s decision permitting a secret commission claim to proceed as a representative action under CPR 19.8 in an important decision for the “opt out” collective action regime in England and Wales.
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Service of a claim by email – time for a change in the rules?

In Chehaib v King’s College Hospital NHS Foundation Trust and Others [2024] EWHC 2 the claimant failed to have its claim survive against one of three defendants after attempting to serve that defendant by email without permission contrary to CPR Practice Direction 6A.
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