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Demontfort Wealth Management Claims Guide

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Like many financial advice firms, Demontfort Wealth Management Ltd advised on pension transfers, but unlike all IFAs, Demontfort was held to account by the Financial Ombudsman for unsuitable advice when they suggested to a MR G that he move his pension to a SIPP to invest in high-risk and unregulated investment, Sustainable AgroEnergy.

Now, they’re no longer authorised by the Financial Conduct Authority, and cannot conduct regulated activities such as advice on pension transfers.

Did you take pension advice from Demontfort Wealth Management? Have you checked to see if you can make a SIPP claim?

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Can You Make A Demontfort Wealth Management Claim?

Several financial advisers and the FSCS have been paying out compensation for mis-selling investments via SIPPs and SSASs for a few years, with Spencer Churchill 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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Let’s Rewrite Your Financial Story

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

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

Communication

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

Performance

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

You’re Entitled To Compensation.

The Least We Can Do Is Get You Back What You’re Owed.

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Demontfort Wealth Timeline

  • Company Formed

    2011

    Demontfort Wealth Management is formed in Warwickshire, 20 May 2011

  • Sustainable Agroenergy Liquidation

    2013

    March 2013 saw the beginning of the end for Sustainable Agroenergy – an investment sold by Demontfort as well as other financial advisers

  • FOS Complaint

    2015

    Mr G’s complaint was upheld in November 2015, but referred to advice Demontfort gave him back in 2009.

  • Liquidation

    2015

    The firm entered into insolvency proceedings in December 2015, resulting in a Creditor’s Voluntary Liquidation.

  • Dissolved

    2018

    Finally, in May 2018, the liquidation finished and Demontfort was gone.

Related To Demontfort

SIPP Claims
AgroEnergy
High Risk Schemes

SOPHISTICATED INVESTOR

Do you have a wealth of knowledge and experience in investing?

HIGH NET-WORTH 1

Do you earn in excess of £100,000 per annum?

HIGH NET-WORTH 2

Or do you own £250,000 worth of investable assets?

Trustpilot

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.
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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 featured on:

  • The Herald
  • Southern Daily Echo
  • Manchester Evening News
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Regulated Solicitors Regulation Authority

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
Meet The Team

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How does our claims process work?

Our claims process is dead easy, so we can sum it up in the four simple steps below:

1.

No-obligation chat over the phone

We’ll take the time to fully understand your specific situation to see if you have a valid claim. You’ll just need to give us a full run-down of what happened to your pension or investment, so we can give you the best advice possible. Don’t worry - all our chats are completely confidential.

2.

Sort out the paperwork (that’s on us, don’t worry)

Once we have all the information we need from you, we’ll get started on the paperwork. This includes contacting the firm you were working with to let them know you are making a claim. We’ll always be on hand to answer any questions you have, keeping you informed every step of the way.

3.

We file the claim together

Backed by a winning strategy and specialist expertise, we’ll file your claim with the relevant bodies. We can’t guarantee a specific outcome, but what we can promise is that our team will do everything they can to win you the best compensation possible. Getting your hard-earned money back where it belongs is our first priority.

4.

Now, it’s a waiting game

If the firm you were working with is still trading, thay have 8 weeks to provide a final decision. Many firms choose to defend against a claim, if this happens your claim could be passed to the Financial Ombudsman Service for independent review. This can take up to 6 months to get resolved, but we’ll keep you in the loop with any updates.

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Our Services

What Types Of Claims Do We Handle?

Investment

Mis-Sold Investment Claims

  • Mis-Sold PEPs
  • Mis-Sold Mini-Bonds
  • Mis-Sold Unit Trusts
  • Mis-Sold Open-Ended 
Investments
Mis Sold Pensions

Mis-Sold Pension Claims

  • Final Salary Claims
  • SIPP Claims
  • QROPS Claims
  • Annuity Claims
Investment

Mis-Sold Investment Claims

  • Mis-Sold PEPs
  • Mis-Sold Mini-Bonds
  • Mis-Sold Unit Trusts
  • Mis-Sold Open-Ended 
Investments
Mis Sold Pensions

Mis-Sold Pension Claims

  • Final Salary Claims
  • SIPP Claims
  • QROPS Claims
  • Annuity Claims
You’re Entitled To Compensation.

The Least We Can Do Is Get You Back What You’re Owed.

Speak to a specialist

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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