Case Studies

How we helped Mr F

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.

How we helped a group of friends simplify their business relationship

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.

How we guided a shift in company stakes and roles

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.

How we helped Mrs G

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).

How we helped Ms T

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.