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Mr F had previously employed another company to investigate his PPI and therefore was under the impression he didn’t have any accounts to complain about. We helped Mr F conduct a more thorough investigation which lead to the successful receipt of compensation.
We were approached by three friends who were concerned about the stresses and strains that running a new business together may have on their friendships.
We were approached by the Shareholders/Directors of a multi-million pound company who wanted to find a means of gradually phasing out their stake in the business whilst increasing their adult children’s responsibilities, stakes and roles.
Mrs G received a cold call from a firm of Independent Financial Advisors called Bright Financial offering her a free pension review.
Bright Financial advised Mrs G that she would be guaranteed higher annual returns of 6% if she transferred her company pension scheme into a SIPP (Self-Invested Personal Pension).
Ms T first became a client of ours in October 2017. She had asked us to look into several of her lenders as she believed she had PPI on multiple accounts but no longer held any paperwork to check.