Westbury Private Clients LLP & SIPP
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WESTBURY PRIVATE CLIENTS
Despite a £1.8bn ambition and around £300m of client money under management, Westbury Private Clients LLP is now in liquidation, and some clients may be able to make a claim.
Created back in 2010, Westbury Private Clients LLP was a wealth management firm, which sometimes used Reyker Securities as a “DFM” – a sort of investment portfolio manager. It also operated a SIPP (Self-Invested Personal Pension), administrated by Gaudi, called the Westbury Self-Invested Personal Pension (or Westbury SIPP).
But Reyker Securities terminated it’s agreement with Westbury Private Clients back in 2017 for “confidential” reasons.
According to a Gaudi spokesperson asked about Westbury, there was “just under £20 million” of Westbury client money with Gaudi, although there are supposedly other SIPP providers involved.
CAN CLIENTS CLAIM?
It all depends. If you transferred your pension with Westbury Private Clients then our specialist case assessors want to speak with you for a FREE initial assessment to see if you can make a claim. >>
Timeline of events: Westbury Private Clients
2010 - Company Formed
Formed as Westbury Private Clients LLP on 15 November 2010.2014 - 1.8billion ambition
Interview in Wealth Manager: Chief Investment Officer states ambition of having £1.8bn under management in 5 years.2017 - Reker DFM
Sometime between 2016 and 2017, Reyker Securities discontinued their agreement with Westbury.Did you know, we’ve made successful SIPP claims before?
We’re specialists when it comes to making claims for mis-sold SIPPs and investments.
Ready to make a claim?
Think you’ve been mis-sold your investment? Click below to take the first step to making a claim
Have a question about Westbury?
Ask us any question about your investment and we’ll be in touch at the best time for you – COMPLETELY FREE!
How might a SIPP get mis-sold?
It’s often all down to the investments inside the SIPP. If you went into high-risk investments, but don’t fit any of the following descriptions, then you may have been mis-sold…
SOPHISTICATED INVESTOR
Do you have a wealth of knowledge and experience in investing?
HIGH NET-WORTH 1
Do you earn in excess of £100,000 per annum?
HIGH NET-WORTH 2
Or do you own £250,000 worth of investable assets?
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