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Greyfriars Asset Management | Investment Claims

For many discretionary fund management (DFM) solutions. provide people with a significant amount of financial flexibility (particularly around taxes) so that they can enjoy a higher rate of return. Typically, DFMs consist of several assets, one of which is self-invested personal pensions (SIPPs). However, some firms such as; Greyfriars Asset Management, have been criticised due to their lack of transparency around these products, resulting in mis-selling claims being made. If you feel you may have been mis-sold you may be liable for some type of compensation.

Greyfriars Asset Management SIPP Claims

Do you suspect that you have been mis-sold a SIPP where Greyfrairs Asset Management were involved are now unsure of your situation? Some of the reasons highlighted below have given Get Claims Advice cause for concern, and you may be eligible to claim:

  • You were promised a return on investment that has never materialised.
  • Were the risks made very clear to you.
  • You felt pressured into making a decision without taking the time to perform the proper amount of research and consider your options.
  • Did you receive a cold-call for a free pension review.
  • Did you transfer your pension to Greyfrairs, and are now unaware of your investment situation.
  • Your funds have ceased activity

If any of the above apply to you, or you have any further concerns, you may be eligible to make a claim for compensation.

Make A Mis-Sold Pension Claim

Fill in the form below and one of our team will be in touch for a free, friendly, no-obligation chat to assess your situation.

We’ll go through your options, your rights to making a claim and discuss how we can move forward. And don’t worry, this a free assessment and we don’t take any up-front costs.

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.

Who are Greyfriars Asset Management?

Greyfriars Asset Management was a financial services company specialising in discretionary fund management services. These represented a hands-off means to grow your portfolio while avoiding many of the risks associated with the open markets. This company was particularly known for its “Portfolio Six” program and the FCA had expressed concern in the past in regards to issues such as transparency. This is why the FCA advised Greyfriars to cease offering their Portfolio Six platform from as far back as 2016.

 

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Can You Claim for Greyfriars Asset Management Mis-Selling Compensation?

If you were a client of Greyfrairs Asset Management, and your advisers have not conducting the necessary research ensuring your suitability for the product or service, or placing your investments into funds that are no longer active. Or were contacted by a third-party urging/advising you to transfer your money to Greyfriars. Then you could be eligible to make a claim for compensation.

 

Greyfriars Asset Management Complaints

You can make a claim yourself for free or you can also use the services of the Financial Ombudsman Service and the Financial Services Compensation Scheme if it falls in their remit.

Alternatively, you can speak to one of specialist consultants at Get Claims Advice, who will be happy to take you through our free, no-obligation consultation, so we can discuss your options.

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