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Mis-Sold Investment Claims

Have you been advised to make an investment decision that didn’t work out? Did your adviser or provider neglect to give you all the facts, including making you aware of any risks? You could be a victim of investment mis-selling and our team of experts want to help.

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We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.

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When you get let down by someone you thought you could trust, it can leave its mark on you, emotionally and physically.

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We are committed to transparency and fairness in the way we conduct with clients, including how we charge for our claims services.

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Were You A Victim Of Portal Financial Services LLP / Portafina?

Portal Financial Services LLP, trading as Portafina LLP, have been known for some questionable pension advice and have had a number of successful pension transfer claims made against them.

The company is now in liquidation, but if you ever took their advice to transfer your pension, you may be due substantial compensation. On many occasions, their clients have lost out as a direct result of their advice. Find out more if Portafina mis-sold you an investment.

What Is A Mis-Sold Investment?

There are a few ways in which financial products may have been offered to you under false pretences. These may include:

  • You received unsuitable advice about the associated risk of the product
  • You were encouraged to take out credit to make investments
  • You were not informed that the investment was, in fact, high-risk
  • You were encouraged to cash in your pension to make the investment
  • You lost money because you were poorly advised
  • You were given insufficient financial advice
  • You were talked into taking risks you weren’t comfortable with
  • You felt that you were put under pressure to make investments
  • You were not informed how your money would be invested, nor were you given any control over any investment decisions

If any of these apply to you, you may be able to claim. Get in touch with us today to speak with an advisor.

Make A Mis-Sold Investment Claim

Fill in the form below and one of our team will be in touch for a free, friendly, no-obligation chat to assess your situation.

We’ll go through your options, your rights to making a mis-sold investment claim and discuss how we can move forward. This is a free assessment – we don’t take any up-front costs.

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Different Types Of Mis-Sold Investments

There are a few different ways that investments can be mis-sold. We have listed some of them below.

Ready To Make A Claim With Spencer Churchill Claims Advice?

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Do you know how people complained about mis-sold investments and pensions in the last year?

A lot. Over twenty thousand complaints were made about mis-sold pensions and investments in 2020/21, a figure which had doubled since the year before.. It’s no secret how serious this problem is, and it just seems to keep getting worse.

People receive poor financial advice every day. Sometimes they don’t even realise that they’re owed whopping amounts of compensation.
Free Initial Assessment: No-Obligation Chat

Have You Been A Victim Of Financial Mis-Selling?

Answer a few questions and find out if you have good grounds to make a financial compensation claim:

Step 1 of 6

Were you told to invest all, or most, of your savings into a single product?

Reaching out for help is never easy,
especially if you’ve been misled in the past.

But getting in touch with us won’t commit you to anything. We want to toss you a lifeboat and guide you through the choppy waters of the financial ocean, not leave you struggling to stay afloat. Our experts are here to offer advice and support on financial claims. We know what we’re doing and you can trust that if you’ve got questions, we’ve got answers.

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Spencer Churchill Claims Advice Will:

  • Speak to you in plain English
  • Provide you with a dedicated claims specialist
  • Pay attention to the small details of your case
  • Keep you up to date with the status of your claim
  • Make sure you understand our charges
  • Do absolutely everything we can to win your claim

Speak to an expert today

We have decades of experience in helping people claim back money that is rightfully theirs. Whether you want to make a mis-sold pension claim, have questions about a mis-sold investment, or you’re just looking for some advice you can trust – we’ve got you covered. Reach out to our team today for a no-obligation, completely free chat. 

Call: 01204929929

Office Hours:

Monday: 8:00am–6:00pm
Tuesday: 8:00am–6.00pm
Wednesday: 8:00am–6:00pm
Thursday: 8.00am–6.00pm
Friday: Office Closed

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