Moneywise Financial Advisors Ltd | Pension Claims

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MONEYWISE & SIPP PENSION CLAIMS

Moneywise Financial Advisors, who trading from the Aberdeen area and beyond, are no-longer operating.

While they used to give pension advice, that all stopped then the watchdogs at the FCA took away their authorisation to do so, in relation to SIPPs – Self-Invested Personal pensions.

The FCA was pretty clear, saying that Moneywise must not: “carry on any regulated activities in relation to pension switches and/or pension transfers to any self-invested personal pension scheme, including completing pipeline business (see note (A) below), except where the member’s funds are to be invested wholly in standard investments (see note (B) below)”

The watchdog was clearly worried about what Moneywise was telling people to invest their pensions into.

Now, the company isn’t there anymore, having been dissolved.

But did you take their advice?

Have you checked to see if you can make a claim?

Did you invest in Storage Pods, Overseas Property, or other high-risk alternatives?

Timeline of events: Moneywise Financial Advisors

2012 - Moneywise Created

Moneywise Financial Advisors Ltd created

2016 - Restrictions

The FCA, apparently concerned about the advice Moneywise was giving, put restrictions on the firm so it couldn’t do any more damage.

2016 - Enters Insolvency

By March 2016, Moneywise had entered into insolvency proceedings, and was barrel rolling towards a Creditor’s voluntary Liquidation.

We’ve tackled Moneywise related claims before

And we’ve won many too! We’re specialists at mis-sold pension claims!

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Thinking of making a claim?

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Have a question about Moneywise advice claims?

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What is classed as being mis-sold?

Not quite sure how you can identify whether you’ve been mis-sold? If you went into high-risk SIPP investments, but aren’t any of the following, then you might have been…

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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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