Leah Matthews
Role: Case Manager
Leah is tenacious when it comes to putting forward strong cases for her clients, utilising her up-to-date knowledge of legal systems and her ongoing Paralegal course where applicable.
Friendly and happy to talk clients through some of the more complex aspects of potential claims, Leah is a strong asset to the team.
Qualifications Attained:
– Law LLM 2:1 (Hons) – University of Liverpool
Ongoing Qualifications:
– Graduate Fast Track Chartered Legal Executive Paralegal Course – CILEx
Greatest Achievement at Get Claims Advice:
Claiming back thousands for my clients and starting my chartered legal executive course.
Greatest Personal Achievement:
Passing my driving test finally after failing 6 times.
Case Studies
Mr B
- Took client on board September 2019 after he responded to our Armed Forces Advertisement On Facebook
- He was advised to transfer his Armed Forces Final Salary Pension in 2015, losing out on guaranteed benefits
- Client had a low attitude to risk and low capacity of loss, the transfer was not in his best interest
- After submitting his claim to the FSCS at the end of October 2019 he then received his Offer for compensation in April 2020
- He received the full £50,000 and is extremely happy with the outcome
Mr P
- Took the client on board in May 2018 after a conversation with a member of our team he realised that he had been potentially mis-sold
- Client transferred 3 of his personal pensions into a SIPP after receiving advice from Investaco Ltd in 2013
- Despite having no previous investment experience he was directed towards high risk Investments, one example being Dolphin Capital
- His claim was submitted to the FSCS in October 2018
- In April 2019 client received his first offer of £1,239.42, a month later he received a top up payment that took into account his investment into UK Renewable
- A further claim was then submitted to the FSCS against a second advisor involved with client’s transfer- The Mortgage Shop. The client was awarded £50,000 in April 2020
Mrs K
- Took client on board in March 2018, after being contacted by one of our sales team
- Client was advised by Interestme Financial Planning (IMFP) to transfer her previous personal pension into a SIPP. She had a low attitude to risk and low capacity for loss.
- Her claim was submitted directly to IMFP in January 2019. The claim was rejected and referred to the Financial Ombudsman Service
- In June 2019 an Adjudicator from FOS found in favour of the client
- IMFP then agreed to pay the client compensation following this decision
- The client has now been compensated for her losses and is very happy