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Mis-sold investment claims

Have you been advised to make an investment decision that didn’t work out? Did your adviser or provider neglect to give you all the facts, including making you aware of any risks? You could be a victim of investment mis-selling and our team of experts want to help.

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Were you a victim of Portal Financial Services LLP / Portafina?

Portal Financial Services LLP, trading as Portafina LLP, have been known for some questionable pension advice and have had a number of successful pension transfer claims made against them.

The company is now in liquidation, but if you ever took their advice to transfer your pension, you may be due substantial compensation. On many occasions, their clients have lost out as a direct result of their advice.

What is a mis-sold investment?

There are a few ways in which financial products may have been offered to you under false pretences. These may include:

  • You received unsuitable advice about the associated risk of the product
  • You were encouraged to take out credit to make investments
  • You were not informed that the investment was, in fact, high-risk
  • You were encouraged to cash in your pension to make the investment
  • You lost money because you were poorly advised
  • You were given insufficient financial advice
  • You were talked into taking risks you weren’t comfortable with
  • You felt that you were put under pressure to make investments
  • You were not informed how your money would be invested, nor were you given any control over any investment decisions

If any of these apply to you, you may be able to claim. Get in touch with us today to speak with an advisor.

Make a mis-sold pension claim

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. This is a free assessment – we don’t take any up-front costs.

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Different types of mis-selling

There are a few different ways that investments can be mis-sold. We have listed some of them below.

Mis-Sold Mini-Bonds

Mini-bonds offer a high return on the initial outlay; however, they come with many associated risks. If you’ve bought mini-bonds but the risks weren’t explained to you, there is a chance you could be eligible to make a claim.

Call today to find out whether you have a claim, or click here to find out more about mis-sold mini bonds.

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Mis-Sold Bonds

Investment bonds carry a certain degree of risk. If you weren’t correctly advised, there might be circumstances when you can claim compensation.

If this sounds like it applies to you, call us today, or click here to find out more about mis-sold bonds.

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Mis-Sold PEP Claims

Personal Equity Plans (PEPs) let stock exchange investors enjoy tax-free profits. There were risks associated with PEPs, and there was a degree of mis-selling associated with them.

If you had a PEP that you believe you bought into without the right information, get in touch with our team today. Make sure to check our page on mis-sold PEP claims here.

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Unregulated Collective Investment Schemes

A collective investment scheme (CIS) is sometimes referred to as a ‘pooled investment’; this means that several people will invest in it. The manager of the fund will usually put the money into stocks or bonds.

If you believe that you may have invested in an unregulated scheme, you may be eligible for compensation. Get in touch with an advisor today, and we’ll talk you through any potential claims you may have.

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Mis-Sold Unit Trusts

If you took out unit trusts but were not given adequate advice about the risks, you might be entitled to claim compensation. Call our team today to see if you may be eligible to make a claim.

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Mis-Sold Open-Ended Investments

An open-ended investment claim may be made where you were not made aware of any additional charges that you might accrue. Our advisors are ready to take your call and help you make a claim for any potential compensation.

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