Think you might have been mis-sold?

Search below for investments, advisors, articles, and more… and then hit enter

01204 205 061
Home / Mis-Sold Pensions / SIPP Claims / Financial Advisers and Mis-Selling / JP Financial Management Ltd

JP Financial Management Ltd

Request a free call-back

Fill in your details below to have a no obligation chat about your situation

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.

JP Financial Management & Pensions

Financial advice firm JP Financial Management Ltd was found to have given unsuitable pension advice 4 times by the Financial Ombudsman Service (FOS), and told to pay redress to help rescue their clients’ positions.

In some of these cases, the unsuitable pension advice involved transfers away from valuable final salary or defined benefits pension schemes.

Schemes like these are considered rare and valuable, and transfers away from them are rarely considered to be in the client’s best interests.

JP Financial Management Ltd is no-longer authorised to give pension advice by the Financial Conduct Authority (FCA).

Get started now

Speak with a specialist claims handler today

If you changed your pension with JP Financial Management, you may be able to claim

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.

Can you make a Grosvenor Butterworth claim?

Not every financial adviser gives great advice, and in some cases, many were negligent.

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.

Speak with an expert

JP Financial Management Timeline

2006 - Company Formed

J P Financial Management Ltd officially becomes a registered company on the 3 November 2006.

2013 - FOS Complaint upheld

Ombudsman complaint DRN2480067 relates to advice JP Financial Management gave to ‘Mr A’, involving the transfer of Final Salary Pension into a SIPP (Self Invested Personal Pension). The decision was that the transfer was too high-risk for Mr A’s medium risk profile, as Mr A would have been giving up a promised income in retirement and exposing that money to more risk that was suitable.

2018 - 2nd FOS

Further issues became apparent a few years later, when FOS decision DRN2973037 was published. Miss P received advice from JP Financial Management Ltd that involved the transfer of an occupational pension scheme into a private personal pension. The adjudicator said that ‘JPFM had a duty to advice Miss P of all the transfer options so she could make an informed decision. It did not do this […]’
Again, the transfer was deemed to be unsuitable because of the risks involved.

2018 - Final FOS

In July and September 2018, two further complaints were upheld by the FOS. Decisions DRN1821437 and DRN6050984 detailed how Mr G & Miss H respectively had received unsuitable advice to transfer their defined benefits pensions which exposed them to unsuitable levels of risk for their retirement funds.

Could you be owed compensation for a mis-sold JP Financial Management pension?

Find out now with a free call back from one of our specialists

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.

We’ve made successful claims over mis-sold pensions

Check out this life-changing mis-sold SIPP claim

See example claim

Ready to make a claim with Get Claims Advice?

 

Receive a free call-back from a specialist to get started

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.

Related to JP Financial


SIPP Claims

Read more


Final Salary

Read more


Claims FAQs

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?

Want JP Financial Management updates?

Follow us on Social Media for updates on pension mis-selling and more

Ready to make a claim?

Speak with an adviser to see if you can make a claim on a No Win – No Fee* basis

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.

Share This Page