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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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.
There are a few ways in which financial products may have been offered to you under false pretences. These may include:
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
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.Make a claim
There are a few different ways that investments can be mis-sold. We have listed some of them below.
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.Make a claim
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.Make a claim
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.Make a claim
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.Make a claim
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.Make a claim
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.Make a claim