CharterGroup Financial Management - Make A Claim
We’ll have a specialist call you back for a no obligation chat about your financial claim
We at Spencer Churchill Claims Advice have experience with mis-sold pensions. Specialising in final salary claims, mis-sold SIPPs (self-invested personal pensions), annuities claims and more.
Our experienced case handlers are always on-hand to help. We’ll listen to your pension story, offer clear and transparent advice, and discover if we can move your claim forward.
We can offer support and guidance for claims regarding CharterGroup Financial Management and mis-sold SIPPS in particular too. Read on to find out more.
Could You Make A CharterGroup Financial Management Claim?
Mis-selling within the financial sector may occur if an asset or product is presented or sold in a mis-leading or non-transparent way.
Here are some examples of possible mis-selling:
- The Independent Financial Adviser (IFA) didn’t clearly outline the level of risk in your investment
- He or she failed to perform due diligence in relation to your financial situation at the time.
- Fees, charges, and commissions were not fully explained.
- You were promised or guaranteed a steady return.
- A recommended investment opportunity failed to perform or went insolvent soon after it was purchased.
If any of the above apply to you and your relationship with the CharterGroup Financial Management, it doesn’t mean you’re guaranteed compensation, but you may still be able to make a claim.
That’s where we can help you. Our experienced case handlers are always happy to hear a pension story and will explore what options are available to you.
For a FREE initial assessment of your claim, you can contact us here.
Make a mis-sold pension claim
Fill in the form below and one of our team will be in touch for a free, friendly, no-obligation chat to assess your situation.
We’ll go through your options, your rights to making a claim and discuss how we can move forward. And don’t worry, this a free assessment and we don’t take any up-front costs.
Let’s rewrite your financial story
We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.
We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.
When you get let down by someone you thought you could trust, it can leave its mark on you, emotionally and physically.
We are committed to transparency and fairness in the way we conduct with clients, including how we charge for our claims services.
Who Is The CharterGroup Financial Management?
CharterGroup Financial Management were a Devon-based adviser firm who were declared default by the FSCS (Financial Services Compensation Scheme) in 2019 following a number of mis-sold SIPP claims.
The group were facing 14 claims when it defaulted after determining that they wouldn’t be able to meet the claims made against them.
Even though the firm is now insolvent, you may still be able to make a claim if you felt you were victim of SIPP mis-selling by CharterGroup Financial Management.
Our case handlers are experienced in the mis-sold pensions sector and have won compensation for 1000s of clients. If you’d like a free no-obligation chat, you can contact us here,
How Can You Make A CharterGroup Financial Management Claim?
The good news is, there are a number of options available to you.
You can contact a team member at Spencer Churchill Claims Advice. The big advantage to this is that our experienced and knowledgeable team will give you bespoke advice and handle the claim on your behalf.
We’ll look at your case individually to discover if we think you can make a claim and then, if we can proceed your claim, work to get you the best result we can.
Reaching out for help is never easy,
especially if you’ve been misled in the past.
But getting in touch with us won’t commit you to anything. We want to toss you a lifeboat and guide you through the choppy waters of the financial ocean, not leave you struggling to stay afloat. Our experts are here to offer advice and support on financial claims. We know what we’re doing and you can trust that if you’ve got questions, we’ve got answers.
Spencer Churchill Claims Advice featured on:
Do you know how people complained about mis-sold investments and pensions in the last year?
A lot. Over twenty thousand complaints were made about mis-sold pensions and investments in 2020/21, a figure which had doubled since the year before.. It’s no secret how serious this problem is, and it just seems to keep getting worse.
Have you been a victim of financial mis-selling?
Spencer Churchill Claims Advice Will:
- Speak to you in plain English
- Provide you with a dedicated claims specialist
- Pay attention to the small details of your case
- Keep you up to date with the status of your claim
- Make sure you understand our charges
- Do absolutely everything we can to win your claim
How does our claims process work?
With millions of mis-sold pensions reported, it’s worth finding out if you can get your money back. Here’s how our simple process works:
What types of claims do we handle?
Find out how much you could claim today
Ready to take the next step? We’re here with clear, no-pressure advice. Give us a call today to find out if you have a valid claim
Office hours:
Monday: 8:00am–6:00pm
Tuesday: 8:00am–6.00pm
Wednesday: 8:00am–6:00pm
Thursday: 8.00am–6.00pm
Friday: Office Closed