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CharterGroup Financial Management | Get Claims Advice

We at Get Claims Advice are mis-sold pension experts. We specialise in final salary claims, mis-sold SIPPs (self-invested personal pensions), annuities claims and more.

Our experienced case handlers are always on-hand to help. We’ll listen to your pension story, offer clear and transparent advice, and discover if we can move your claim forward.

We can offer support and guidance for claims regarding CharterGroup Financial Management and mis-sold SIPPS in particular too. Read on to find out more.

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Could you make a CharterGroup Financial Management claim?

Mis-selling within the financial sector may occur if an asset or product is presented or sold in a mis-leading or non-transparent way.

Here are some examples of possible mis-selling:

  • The Independent Financial Adviser (IFA) didn’t clearly outline the level of risk in your investment
  • He or she failed to perform due diligence in relation to your financial situation at the time.
  • Fees, charges, and commissions were not fully explained.
  • You were promised or guaranteed a steady return.
  • A recommended investment opportunity failed to perform or went insolvent soon after it was purchased.

If any of the above apply to you and your relationship with the CharterGroup Financial Management, it doesn’t mean you’re guaranteed compensation, but you may still be able to make a claim.

That’s where we can help you. Our experienced case handlers are always happy to hear a pension story and will explore what options are available to you.

For a FREE initial assessment of your claim, you can contact us here.

Who is the CharterGroup Financial Management?

CharterGroup Financial Management were a Devon-based adviser firm who were declared default by the FSCS (Financial Services Compensation Scheme) in 2019 following a number of mis-sold SIPP claims.

The group were facing 14 claims when it defaulted after determining that they wouldn’t be able to meet the claims made against them.

Even though the firm is now insolvent, you may still be able to make a claim if you felt you were victim of SIPP mis-selling by CharterGroup Financial Management.

Our case handlers are experienced in the mis-sold pensions sector and have won compensation for 1000s of clients. If you’d like a free no-obligation chat, you can contact us here,


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How can you make a CharterGroup Financial Management claim?

The good news is, there are a number of options available to you.

You can make a claim yourself by contacting the Financial Ombudsman Service or Financial Services Compensation Scheme if it falls in their remit.

Or you can contact a team member at Get Claims Advice. The big advantage to this is that our experienced and knowledgeable team will give you bespoke advice and handle the claim on your behalf.

We’ll look at your case individually to discover if we think you can make a claim and then, if we can proceed your claim, work to get you the best result we can.


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