Demontfort Wealth Management

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DEMONTFORT WEALTH MANAGEMENT SIPP CLAIMS

Like many financial advice firms, Demontfort Wealth Management Ltd advised on pension transfers, but unlike all IFAs, Demontfort was held to account by the Financial Ombudsman for unsuitable advice when they suggested to a MR G that he move his pension to a SIPP to invest in high-risk and unregulated investment, Sustainable AgroEnergy.

Now, they’re no longer authorised by the Financial Conduct Authority, and cannot conduct regulated activities such as advice on pension transfers.

Did you take pension advice from Demontfort Wealth Management? Have you checked to see if you can make a SIPP claim?

Timeline of events: Demontfort Wealth Management

2011 - Company Formed

Demontfort Wealth Management is formed in Warwickshire, 20 May 2011

2013 - Sustainable Agroenergy Liqudation

March 2013 saw the beginning of the end for Sustainable Agroenergy – an investment sold by Demontfort as well as other financial advisers

2015 - FOS Complaint

Mr G’s complaint was upheld in November 2015, but referred to advice Demontfort gave him back in 2009.

2015 - Liquidation

The firm entered into insolvency proceedings in December 2015, resulting in a Creditor’s Voluntary Liquidation.

2018 - Dissolved

Finally, in May 2018, the liquidation finished and Demontfort was gone.

We’ve made successful claims over Sustainable AgroEnergy before…

And many other bio-fuel and green oil schemes through SIPPs.

VIEW EXAMPLE

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What’s wrong with what Demontfort did?

The ombudsman decided that Demonfort’s advice wasn’t suitable, in part because of how risky the investment was. To take on this level of risk, you’re supposed to fit some of the descriptions below:

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    SOPHISTICATED INVESTOR

    Do you have a wealth of knowledge and experience in investing?

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    HIGH NET-WORTH 1

    Do you earn in excess of £100,000 per annum?

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    HIGH NET-WORTH 2

    Or do you own £250,000 worth of investable assets?

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