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Alderley Asset Management Claims Guide

Alderley Asset Management, based in Alderley Edge, Cheshire was a financial advice firm well known to the team of mis-sold SIPP specialists at Get Claims Advice Ltd.

Articles about Alderley Asset Management began to appear in 2014, which reported that the firm was “hit by mis-selling claims” and was forced to go into administration due to this, with such claims totalling or exceeding 18 at the time.

The business has since been declared in default with the FSCS, and we’ve been working on Claims against Alderley Asset Management every since, with great overall success, and if you took advice from Alderley Asset Management our team are ready for a FREE enquiry about your claim options.

Previously operating under the names of Bankhall Financial Services and Sterling Wealth Management, Alderley Asset Management is know to have advised people to transfer pensions into SIPPs in order to invest in high-risk investments like Ethical Forestry, Overseas Property and Premier Children’s Services.

The FCA de-authorised Alderley back in 2014, and if you took their pension advice, you may be able to make a claim.

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Can you make a Alderley Asset Management claim?

The FSCS have been paying out compensation for Alderley’s mis-selling of SIPP investments for a few years, with Get Claims Advice often leading the claim on a No Win – No Fee* basis.

If you:

  • Transferred your pension to a SIPP
  • Made high-risk investments
  • Aren’t earning over £100k per year
  • Aren’t a Sophisticated Investor

Then you may have been mis-sold, and you could be able to make a claim for negligent SIPP advice.

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Get Claims Advice are a claims management company. 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.

Negligent pension advice claims

Not all SIPP pension investments are equal when it comes to risk.

Some are firmly in the high-risk category because they are unregulated by the FCA, which means the financial services watchdog is not able to peer over the shoulder of those investments to ensure they are run correctly.

Some are based abroad and may be registered there too.

Aldereley Asset Management is known to have mis-advised people on high-risk investments such as Ethical Forestry, Premier Children’s Services and some overseas property schemes, telling people they should be fine to make these investments when in fact they were often far from suitable.

Many have now claimed against the advice they received from Alderley, and if you used them to change your pension arrangements then you may be able to make a claim on a No Win – No Fee* basis.

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Alderley Asset Management timeline

1997 - Alderley

Alderley Asset Management formed originally as Danefind Limited.

2014 - Deauthorisation

By 2014, the watchdogs at the FCA had caught up with the activities of Alderley Asset Management, and de-authorised them from conducting regulated financial activities… like pension transfers and switches.

2014 - Administration

2014 also say Alderley Asset Management enter into insolvency proceedings, which finished in February 2015

We’ve made successful claims against Alderley Asset before

Click the button below to see an example of a Get Claims Advice claim that won THOUSANDS over Ethical Forestry and Lomax

See example claim

Related Pages


SIPP Claims

Read more


Premier Children

Read more


Lomax Halls

Read more
a Sophisticated investor
SOPHISTICATED INVESTOR Do you have a wealth of knowledge and experience in investing?
Compensation
HIGH NET-WORTH 1 Do you earn in excess of £100,000 per annum?
High net worth individual
HIGH NET-WORTH 2 Or do you own £250,000 worth of investable assets?

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