Mis-sold Investments

Have you been sold an unsuitable
investment?

Solicitors firm with over 20 years’ experience
No-Win, No-Fee
No upfront cost
£15 million recovered for clients since 2019
Free initial consultation

Get in touch

0113 200 9720 Phone

enquiries@oakwoodsolicitors.co.uk Email

Testimonials

Left no stone unturned throughout a lengthy and difficult process. Oakwood Solicitors were professional, polite, and informative as well as supportive throughout. We are delighted with the outcome.

A Binns

Well done, Financial Litigation Department Never thought I would see a penny. Oakwood proved me wrong. Easy to talk to. Professional service, always updating throughout the process. No hesitations in recommending your services. Thank you.

A Patel

I had the best experience from Oakwood Solicitors where they helped me get my big compensation from FSCS. Not only that, just within 4 days time of literally submitting the claim, I received the amount in my account.

N. Shah

Once again I have received excellent service from Oakwood Solicitors in dealing with my mis-sold pension claim. Without the help of the team, I would've not been able to recover £50,000. Excellent work thank you once again.

P Jones

Working for you

to efficiently conclude your matter.

Fighting for compensation

that you are rightly entitled to receive.

Award-winning solicitors

and experts in Insurance Litigation matters.

The experts in Financial Litigation claims

Oakwood Solicitors Ltd specialises in Insurance mis-selling claims. We have a Financial Litigation team dedicated to assisting clients who have lost money as a consequence of negligent advice in relation to a financial product, such as a pension or an investment.

If you were advised to invest in a product that was unsuitable, you could be entitled to compensation. Mis-sold investments can take many different forms.

Investment eligibility criteria

The assessment of whether an investment is suitable for a client will depend on a number of factors unique to the client, including:

The client’s aim and expectation in making the investment
The client’s attitude to risk
The client’s knowledge and experience of investments
The client’s financial circumstances

Examples of mis-sold investments

These are examples of when an investment may have been mis-sold:

You were not appropriately advised of the risks associated with the investment
The level of risk associated with the investment was not in line with your attitude to risk
You were not told that an investment was high risk
You were not told how your money would be invested or given any control over the investment decisions
The investment has not produced the return that was promised
You were encouraged to borrow money to fund the investment (i.e using a credit card or personal loan)
You were encouraged to cash in your pension to fund the investment
You were pressurised into making the investment

To determine if an investment has been mis-sold it is important to understand a client’s individual case and to tailor the assessment of suitability to that client.

If you can relate to any of the above examples then you may be eligible for compensation due to a mis-sold investment. We would encourage you to contact Oakwood Solicitors Ltd free of charge to discuss your circumstances and we can tailor our service to meet your needs.

Types of investment mis-selling

The below list is a non-exhaustive list of the types of investments that are most commonly mis-sold:

Pensions
Unit Trusts and Open-Ended Investment Companies (OEICs)
Stocks and shares ISAs
Spread Betting
Contract for Difference (CFD)
Hedge funds
Venture Capital Trusts
Investment trusts
Investing in shares
Art, fine wine, and other collectibles as investments
Bitcoin and cryptocurrencies

Any of these types of investments could be mis-sold. If you have been advised to invest in any of these products, then you could be entitled to compensation.

Frequently Asked Questions

What should I do if I think I have been mis-sold a financial product?

If the business that advised you to invest in the product is still trading, then you need to raise a complaint to the business directly. The business will be required to respond to this complaint under their complaints procedure. If you are not satisfied with their response or they fail to respond, then you can refer your complaint to the Financial Ombudsman.

If the business is no longer trading or does not have the financial means to compensate you for your losses, then you may be able to make a claim through the Financial Services Compensation Scheme (FSCS).

The FSCS is a compensation fund that protects consumers who have a claim for compensation against an authorised financial services firm that is unable to pay compensation directly.

If you would like our specialist team to assist you in making a claim either to the firm directly, to the Financial Ombudsman or the FSCS then get in touch with us and we will be happy to handle all aspects of your claim. Our specialist team can represent you on a no-win, no-fee basis giving you complete peace of mind that you will only pay for our service if you receive compensation.

Why choose Oakwood Solicitors Ltd?

We will allocate you a dedicated lawyer with specialist knowledge and expertise to handle your claim from beginning to end and make the claims process hassle-free and as simple as possible
Your lawyers will offer you a free initial consultation whereby they will consider your claim and advise you on the prospects of success
Do not worry if you do not have any documentation to support your mis-sold investment. Your lawyer will obtain all the required documentation to be able to advise you on the value of your claim and ensure that you recover the compensation owed to you
Your lawyer will keep you regularly updated throughout the claims process and will be on hand to offer advice and support throughout the claims process.

We pride ourselves on offering a five-star service to our clients. Take a look at our testimonials to see what our previous clients have said about the service offered to them.

What do I do now?

Provide us with some information and we will advise you if you have a viable claim. There is absolutely no obligation to proceed. You can provide information or get in touch by:

0113 2009720

enquiries@oakwoodsolicitors.co.uk

Danielle Lightfoot — Solicitor and Head of Department

Danielle joined the firm as a Paralegal in 2011 and qualified as a solicitor in October 2014. She has acquired extensive experience in high value, complex litigation traversing numerous practice areas.

Danielle is a specialist in financial mis-selling matters with a particular interest in pensions and investments.