How to Claim for a Mis Sold Investment

Author:
Graham Harris
Mis Sold Investment Claims Manager
Date:
07/07/2020

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We'll look into the circumstances around your investment and find out if you have been mis sold. Some of the questions we ask to understand if you’ve been mis sold your investment are:

  • Were the risks properly and clearly explained to you?
  • Where you informed how your money would be invested?
  • Did the product suit your needs or your accepted level of risk?
  • Was too much of your money invested?

Time is of the essence with a Mis Sold Investment Claim so it’s important that we get the ball rolling as soon as we can and send your claim to the bank or financial advisor. We give them the opportunity to right their wrong and repay you any money that you’ve lost.

Our specialist team can work on your behalf and be a point of contact for your bank or financial advisor. 

For free initial advice contact our Mis Sold Investment Specialists.

Call us on 08002605010 or request a callback and we will help you.

Gather All of the Evidence

First things first, we need to gather all the information surrounding your investment so that we can check if you were actually mis sold your investment.

To take a case forward to your bank or financial advisor we need basic information such as your plan or claim number. Don’t worry if you don’t have this, as we can get this for you. At this stage, we are just gathering information, so your bank or investment provider won’t be made aware that you are making a claim. We often do this over the phone as it can move your claim along quickly.

Bringing Your Grievance to Your Investment Advisor

We do this for you. Our experienced mis sold investment specialists can support you by being your representative and point of contact with the bank or financial advisor. We will draft a letter of complaint and will be on hand for every interaction with the company so you don’t need to worry about anything.

From sending your complaint, your bank or financial advisor has 8 weeks to respond. If they don’t respond within the time limit or you’re not happy with their response, we can take your claim to the Financial Ombudsman service. This is all included in our service.

How Simpson Millar Can Help You

We can handle everything for you. Our mis sold investment specialists will be in constant contact with you over every development with your case. We will make your claim, follow up with any procedures and keep you up to date with the developments. We are there as support and as a representative throughout the whole process, so you don’t need to worry about navigating difficult and confusing situations.

It can be difficult to know if you have been mis sold, but we can go through every detail of your case and get all the information we can to support your claim.

For initial advice call our Claims Managers

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