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Home / Meet The Team / Alex

Alex

Senior Case Manager

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You can do the claim yourself directly to the adviser or pension company for no charge. You can also approach the Financial Ombudsman Service and Financial Services Compensation Scheme for free if you wish for them to review your case, providing you have approached the adviser or pension provider first, and it falls within their remit.

Alex Waters

Role: Senior Case Manager

As our Senior Case Manager, Alex uses her extensive experience, knowledge and management abilities to provide day-to-day oversight and support for all Case Managers and Junior Case Managers. 

Keen to ensure her team not only meets, but exceeds our agreed standards of care, attention to detail and efficiency, Alex remains passionate about doing the best we can for every client and every claim.

Qualifications Attained:

– Law LLM 2:1 (Hons) – Northumbria University

– BPTC – Bar Professional Training Course (Very Competent) – Northumbria University

– LPC Legal Practice Course (Distinction) – BPP University

– RO4 Pensions and Retirement Planning – CII

Greatest Achievement at Get Claims Advice:

“Recovering over £10,500,000* in compensation for my clients – the most for a single person at Get Claims Advice!”

“A successful claim that sticks out for me is one that went against a firm that was still trading. Not only had they mis-sold the client their pension, but had continued to treat them poorly in the years that followed. They had tried to suggest that the client was out of time to bring the claim against them. I put forward strong arguments to rebut this, and the FOS found in our client’s favour.”

Greatest Personal Achievement:

“Running the Great North Run twice for ovarian cancer action, rasing over £2,500 is something I feel pride in.”

“I also obtained a distinction in the Legal Practice Course (LPC) which I completed whilst working full-time.”

Case Studies

Mrs A

  • The client was signed up in November 2018 as a result of being advised by Asset Independent Financial Services to transfer her final salary pension into a pension with Standard Life. There was some digging involved in the transfer to get a full picture as there were several firms and companies involved. At the time of establishing the basis of the claim and that it was against Asset, they went into liquidation.
  • We therefore submitted a claim to the FSCS in December 2019 and the client was awarded the maximum £85k in June 2020 although her losses more than doubled this amount.

Mr W

  • The client was signed up in October 2015 as a result of being advised to transfer his occupational pension into a SIPP and invest in the high risk and unregulated Carbon Credit investment by Charter Group Financial.
  • A claim was submitted directly to Charter Group which they rejected. We referred the complaint to FOS to independently consider and after 2 years, we received their final decision against Charter Group, upholding the complaint and directing them to compensate the client appropriately. Unfortunately, before any compensation could be paid, Charter Group went into administration.
  • We then had to refer the complaint to the FSCS to consider, since Charter Group could not compensate the client. The FSCS also upheld the complaint and awarded the client the maximum £85k under their rules in June 2020.

Mr P

  • The client was signed up at the end of 2015 as a result of receiving advice from Anthony Feeney to transfer his previous pension into a SIPP and high risk investment.
  • A claim was submitted directly to Anthony Feeney and as they rejected the complaint, was referred to FOS for consideration. After 18 months, we received the final decision from FOS, upholding the client’s complaint and directing Anthony Feeney to appropriately compensate. We corresponded with Anthony Feeney, providing client authorities to allow them to calculate the compensation due but before we received any calculations, in August 2019, they went into liquidation in.
  • We then had to refer the complaint to the FSCS to consider, since Anthony Feeney could not pay any compensation to the client. At the time of the liquidation, the FSCS would not accept claims against the firm due to the FCA register not properly reflecting the status of the firm. We liaised with the FSCS and the insolvency practitioners to have this updated as soon as possible. They FSCS then agreed to take on the claims and the client’s was submitted in November 2019.
  • The FSCS agreed with the claim and compensated the client for his losses in June 2020.