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Strategic Wealth UK Ltd Claims Guide

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Former clients of Strategic Wealth UK Ltd might need to know that the firm is now in liquidation, having lost a chunk of it’s authorisation to work in Financial Services in 2017.

Strategic Wealth UK Ltd stopping business didn’t go completely unnoticed either, as articles sprang up in the financial press about how the Financial Services bosses at the FCA had told Strategic Wealth to “cease all pensions business” and undertake a “skilled person review”, something the FCA can order if they have concerns over potential issues.

If you took advice from Strategic Wealth UK Ltd, you can have that advice checked for mis-selling by our team of specialist mis-sold pension claim assessors for FREE with our initial assessment service.

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Can You Make A Strategic Wealth Management Claim?

Several financial advisers and the FSCS have been paying out compensation for mis-selling investments via SIPPs and SSASs for a few years, with Spencer Churchill Claims Advice often leading the claim on a No Win – No Fee* basis.

This may include claims for advice given by Strategic Wealth Management.

If you:

  • Transferred your pension to a SIPP
  • Made high-risk investments
  • Aren’t earning over £100k per year
  • Aren’t a Sophisticated Investor

Then you may have been mis-sold, and you could be able to make a claim for negligent SIPP advice.

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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.

Money Hands

We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.

Communication

When you get let down by someone you thought you could trust, it can leave its mark on you, emotionally and physically.

Performance

We are committed to transparency and fairness in the way we conduct with clients, including how we charge for our claims services.

You’re Entitled To Compensation.

The Least We Can Do Is Get You Back What You’re Owed.

Speak to a specialist

Mis-Sold QROPs Schemes?

Strategic Wealth is known to have dealt in pensions, often transferring people’s pensions to QROPS schemes based outside of the UK such as the Isle Of Man. QROPs schemes are designed for people who are leaving the UK and wish to retire abroad, taking their pension with them. They can sometimes be abused by financial advisers who neglect the original purpose and instead use them as a vehicle to sell high-risk investments that pay them larger commissions.

They were also the principal firm of Synergy Wealth Ltd, their Appointed Representative.

If you dealt with Synergy or Strategic about your pension, we’re happy to give you a FREE Initial Assessment to see if you can make a claim.

Strategic Wealth Management Timeline

  • Gibro Wealth Limited

    2008

    Strategic Wealth UK Ltd started life as Gibro Wealth Limited, before changing its name in March 2013

  • Media Attention & Permissions

    2017

    In 2017, Strategic Wealth UK Ltd was told by the FCA to cease all pensions business, and conduct a Skilled Person review. The media picked up on it.

  • Liquidation

    2017

    With their ability to conduct pension business hampered, Strategic Wealth UK went into a Creditors Voluntary Liquidation in December 2017.

Related To Strategic Wealth

SIPP Claims
Final Salary Pension
High-Risk Schemes

SOPHISTICATED INVESTOR

Do you have a wealth of knowledge and experience in investing?

HIGH NET-WORTH 1

Do you earn in excess of £100,000 per annum?

HIGH NET-WORTH 2

Or do you own £250,000 worth of investable assets?

Trustpilot

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.

People receive poor financial advice every day. Sometimes they don’t even realise that they’re owed whopping amounts of compensation.
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Free Initial Assessment: No-Obligation Chat

Have you been a victim of financial mis-selling?

Answer a few questions and find out if you have good grounds to make a financial compensation claim:

Step 1 of 6

Were you told to invest all, or most, of your savings into a single product?

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.

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Trust Pilot 5 Stars

Spencer Churchill Claims Advice featured on:

  • The Herald
  • Southern Daily Echo
  • Manchester Evening News
GCA Team People
Regulated Solicitors Regulation Authority

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
Meet The Team

Speak to an expert & start your claim Today.

Speak to a specialist

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:

1.

Have a no-obligation chat

We’ll have a quick, free chat to discuss your situation and see if you’ve got a claim. You’ll need to let us know what happened with your pension or investment – all of our chats are completely confidential.

2.

We handle the paperwork

Once we have all the information we need, we’ll get started on the paperwork and notify the company involved that you’re making a claim. You’ll be updated every step of the way, so you can move forward with confidence.

3.

File the claim together

Our next step is to file your claim with the relevant bodies. While we can’t promise specific results, we can guarantee that we’ll do everything possible to get you the compensation you deserve.

4.

Leave the rest to us

If the firm is still operating, it has eight weeks to respond. If they challenge the claim, we may escalate it to the Financial Ombudsman, which can take up to 6 months. No matter what happens, we’ll keep you in the loop at every stage.

Our services

What types of claims do we handle?

Investment

Mis-sold investment claims

  • Mis-Sold PEPs
  • Mis-Sold Mini-Bonds
  • Mis-Sold Unit Trusts
  • Mis-Sold Open-Ended 
Investments
Mis Sold Pensions

Mis-sold pension claims

  • Final salary claims
  • SIPP claims
  • QROPS claims
  • Annuity claims
You’re Entitled To Compensation.

The Least We Can Do Is Get You Back What You’re Owed.

Speak to a specialist

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

Call: 01204929929

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

Find out how much you could claim. Fill in the form, and we’ll get back to you with free, no-obligation advice.
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