Were you mis-sold a SIPP?

A mis-sold SIPP can cause devastating losses to your finances. If you think you have been mis-sold, you should reach out to our team now.

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Have you received poor SIPP transfer advice?

Self Invested Personal Pensions (SIPPs) can come with a lot of high-risk investments, so misleading advice can end with huge losses. Bad advice can cause the value of your pension to plummet, in worst cases leaving you with nothing to show for your years of saving.

Have you experienced a loss in your pension following advice to transfer into a SIPP? It’s time to get in touch with us. We can investigate the facts of your case, and if we decide that you have grounds for a claim, we will let you know. Don’t worry – the initial chat is free, friendly, and comes with no obligation.

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The biggest mis-sold SIPP warning signs

You were likely mis-sold a SIPP if your financial adviser:

Advised you to transfer to a SIPP but didn’t provide advice on the investments inside it
Reviewed your existing pensions and only discussed moving them to a SIPP
Did not adequately explain the risks of the pension move and/or investments
Broke any other FCA rules or gave unclear advice

Do these warning signs sound familiar to you? You’ve come to the right people.

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Our mis-sold SIPP claims process

Free initial assessment

A no obligation chat with one of our case assessors to see if you are eligible to make a claim

Getting the paperwork

Gather and investigate the paperwork on your behalf to determine if we think you can make a claim.

Making the claim

If we think you are eligible, we analyse the facts, build the claim, and send it to the necessary parties.

Getting a result

Once we have submitted your mis sold pension claim, we will fight for it. We will review any compensation you are offered to make sure it is in line with our expectations.

Answering your questions

What does SIPP stand for?

SIPP stands for “Self Invested Personal Pension.” A SIPP is a common and popular type of pension scheme, with many benefits associated if used in the right way.

How can I make a SIPP claim?

It is simple! Just reach out to our team for a no obligation chat. We will have a look at all of your documentation and if we believe you can make a claim, we will let you know!

Have you guys got a good track record for SIPP claims?

We’re proud to say we have experience claiming back millions on behalf of our clients from mis-sold pensions, including SIPPs.

How much mis-sold SIPP compensation could I be owed?

Each and every mis-sold SIPP claim is different and depends on a variety of factors. With that in mind, we can’t give you an accurate average. However, our case handlers will investigate every mis-sold SIPP claim and work to get you the best possible result.

Got any other questions? Our friendly team wants to answer them. Get in touch with us now!

How can we help?

If you are concerned about the advice you received from Portal Financial Services LLP (Portafina) and want to check if it may have been unsuitable (mis-sold) – we offer a free consultation.

It’s a simple chat with one of our experienced claims handlers to initially assess if we think you have a claim.

Get in touch now if you have a feeling you were a victim of Portal Financial Services LLP.

Talk to a claims expert