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STRATEGIC WEALTH UK LTD

Former clients of Strategic Wealth UK Ltd might need to know that the firm is now in liquidation, having lost a chunk of it’s authorisation to work in Financial Services in 2017.

Strategic Wealth UK Ltd stopping business didn’t go completely unnoticed either, as articles sprang up in the financial press about how the Financial Services bosses at the FCA had told Strategic Wealth to “cease all pensions business” and undertake a “skilled person review”, something the FCA can order if they have concerns over potential issues.

PENSIONS & QROPS

Strategic Wealth is known to have dealt in pensions, often transferring people’s pensions to QROPS schemes based outside of the UK such as the Isle Of Man.

They were also the principal firm of Synergy Wealth Ltd, their Appointed Representative.

If you dealt with Synergy or Strategic about your pension, we’re happy to give you a FREE Initial Assessment to see if you can make a claim.

Timeline of events: Strategic Wealth UK Ltd

2008 - Gibro wealth Limited

Strategic Wealth UK Ltd started life as Gibro Wealth Limited, before changing its name in March 2013

2017 - Media Attention & Permissions

In 2017, Strategic Wealth UK Ltd was told by the FCA to cease all pensions business, and conduct a Skilled Person review. The media picked up on it.

2017 - Liquidation

With their ability to conduct pension business hampered, Strategic Wealth UK went into a Creditors Voluntary Liquidation in December 2017.

We’ve made successful claims over mis-sold pensions

We’re specialists in mis-sold pensions and SIPPs, and have the track record to prove it.

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How do SIPPs get mis-sold?

It’s all about the investments inside them. If they are too high-risk for the person taking the pension on, then it could be mis-sold.
The rules say you’re supposed to fit at least one of the following descriptions to be recommended high-risk investments:

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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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