You do not have to make use of our service. You can complain against the firm that gave you financial advice yourself. Just write to them, or email them, and set out your concerns and ask them to put things right.
Remember that you cannot claim simply because you have lost money. You will need to be able to demonstrate that the advice that the firm gave you was unsuitable.
For example did their advice match your attitude to risk?
Your advice firm should respond to your claim in line with their published complaints policy. If you are not happy with their response you may be able to forward your complaint to the Financial Ombudsman Service (FOS).
The FOS will appoint a member of their team to investigate your complaint. They will ask for the evidence that you hold, and ask the firm to respond to them.
They can ask the advice firm to compensate you appropriately if they agree that you have a valid claim.
If the firm that originally gave you advice is no longer trading, you may be able to seek compensation via the Financial Services Compensation Scheme (FSCS). If you visit their website you can check to see if the firm has been declared in "default."
If it has, you should be able to make a claim. You can do this online at the FSCS website.
The FSCS will then investigate your claim and, if they agree that it is valid, they should be able to make an offer of compensation directly to you.
The FSCS service is free to use directly yourself.
Using the above steps should tell you how to make a claim yourself yourself. However, if you find the process daunting, or you feel that you may need help with more complex claims,then we can help.
Remember - if you claim directly to the FSCS yourself - that is a free service.
We will charge a fee of 20% inclusive of VAT if we win compensation for you - and we will not make any charge if we do not win an offer of compensation for you.
If you are unhappy with an FSCS claim rejection, we can also investigate that for you.