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Home / Mis-Sold Pensions / SIPP Claims / Financial Advisers and Mis-Selling / Strategic Wealth UK Ltd

Strategic Wealth UK Ltd Claims Guide

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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.

Strategic Wealth UK Ltd Liquidation

Former clients of Strategic Wealth UK Ltd might need to know that the firm is now in liquidation, having lost a chunk of it’s authorisation to work in Financial Services in 2017.

Strategic Wealth UK Ltd stopping business didn’t go completely unnoticed either, as articles sprang up in the financial press about how the Financial Services bosses at the FCA had told Strategic Wealth to “cease all pensions business” and undertake a “skilled person review”, something the FCA can order if they have concerns over potential issues.

If you took advice from Strategic Wealth UK Ltd, you can have that advice checked for mis-selling by our team of specialist mis-sold pension claim assessors for FREE with our initial assessment service.

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Mis-Sold QROPs schemes?

Strategic Wealth is known to have dealt in pensions, often transferring people’s pensions to QROPS schemes based outside of the UK such as the Isle Of Man. QROPs schemes are designed for people who are leaving the UK and wish to retire abroad, taking their pension with them. They can sometimes be abused by financial advisers who neglect the original purpose and instead use them as a vehicle to sell high-risk investments that pay them larger commissions.

They were also the principal firm of Synergy Wealth Ltd, their Appointed Representative.

If you dealt with Synergy or Strategic about your pension, we’re happy to give you a FREE Initial Assessment to see if you can make a claim.

Speak with a specialist claims handler today

If you changed your pension with Strategic Wealth, 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 Strategic 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 Get Claims Advice often leading the claim on a No Win – No Fee* basis.

This may include claims for advice given by Strategic Wealth Management.

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

Strategic Wealth Management timeline

2008 - Gibro Wealth Limited

Strategic Wealth UK Ltd started life as Gibro Wealth Limited, before changing its name in March 2013

2017 - Media Attention & Permissions

In 2017, Strategic Wealth UK Ltd was told by the FCA to cease all pensions business, and conduct a Skilled Person review. The media picked up on it.

2017 - Liquidation

With their ability to conduct pension business hampered, Strategic Wealth UK went into a Creditors Voluntary Liquidation in December 2017.

Could you be owed compensation for a mis-sold Strategic Wealth SIPP?

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 against poor advice before

Click the button below to see an example of a Get Claims Advice claim that won £thousands – one of many!

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 Strategic Wealth


SIPP Claims

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Final Salary Pension

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High-Risk Schemes

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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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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.

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