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Greystone Financial Services Mis-sold SIPP Claims | 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.

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Can you claim for Greystone Financial Services mis-selling compensation?

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 Greystone Financial Services, 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.

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 is Greystone Financial Services?

Greystone Financial Services is a Cheshire-based firm which offers its clients financial advice, fund management solutions, corporate financial planning, and certain insurance packages.

They also offer VT Greystone Funds; which are intended to provide a relatively risk-free source of long-term financial sustainability. However, complaints lodged against this firm in the past have been upheld by the Financial Ombudsman Service (FOS).

The most recent claim which was upheld dates back to 2014. The claim involved a client who encountered a significant amount of money thanks to an inheritance. An IFA recommended that these funds should be allocated into an investment opportunity backed by Greystone.

However, the customer was not informed of the risks involved and the complaint was upheld by the FOS.

This is a typical example of a mis-sold Investment claim and we’ve won compensation for 1000s of clients.

If you would like us to investigate your claim and see if you can take it further, we’ll be happy to help. You can get a FREE initial assessment today for more information and advice.

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How can you make a Greystone Financial Services claim?

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

You can make a claim yourself by contacting the firm directly for free or you have the option of using 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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