Mis-sold Managed Portfolios

Have you been mis-sold a managed portfolio? It’s actually more common than you’d think. At Spencer Churchill Claims Advice, our team of trustworthy specialists are on hand to listen closely to your experiences and to determine if you are eligible for compensation.

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How are Managed Portfolios Mis-sold?

Unfortunately, there is often more than meets the eye when it comes to the financial industry. You may only be provided with the tip of the iceberg, when there could be a whole series of unfortunate events resting just below the waterline.

Typically, you would pay for a portfolio manager to ensure that your investment portfolio holds several different types of assets and investments. This is intended to spread the risk and to reduce the chance of you losing money.

Choosing where to invest your money is important. You need to know if you’re at risk of a loss. Your advisor may have mis-sold you a managed portfolio if they don’t fully understand your finances or the unique circumstances related to your money, or even if you haven’t got a sound understanding of what a managed portfolio actually is.

You deserve to know how your portfolio is being managed. You deserve to know whether your money is performing well and the level of risk associated with each investment. If you believe that you have been mis-sold a managed portfolio, we’d love to help you. Get in touch with our team of specialists and we will discuss if we can help you.

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How to know if you’ve been mis-sold a managed portfolio

When handing over a portfolio to a financial advisor, you need to know the ins and outs of what they’ll be doing and how they’ll be managing it. You run a risk of losing money if you’ve not been provided with accurate information.

Before we dive in deeper, we want you to ask yourself:

Did your financial advisor consider your previous experience with investments?
Did your financial advisor consider your attitude towards risk?
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Were you fully aware of what you were investing in?
Were you fully aware of the risks of investing?

If you’ve answered no to any of the above questions then, unfortunately, you may be a victim of a mis-sold managed portfolio. However, there is no need to panic. Our specialists are on-hand to listen to your worries and assist with your claim.

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How can I make a claim?

At Spencer Churchill Claims Advice, we want the process to be as straightforward as possible.

Get in touch with us. We will arrange a friendly, confidential, and free chat with one of our specialists to discuss any and all queries you may have, and we will explain how the claim process works.

If you have a case, we will make the claim on your behalf. You will be kept in the loop during the entire process to ensure that you understand exactly what is happening with your claim.

Above all else, the team at Spencer Churchill Claims Advice is passionate about helping our customers, so we always work on a No Win – No Fee* basis.

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Why Choose Spencer Churchill Claims Advice?

We’re a close-knit team of financial and legal specialists who know how to get you through the process in the quickest and most efficient way possible. We’ve won back millions for our clients, and we’re determined to help you too!

Get in touch with a specialist today and we’ll see what we can do for you.