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Bank House Investment Management Claims Guide

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Bankhouse Investment Management Limited gave many people pension advice, and often that advice was to invest their retirement money through a SIPP : Self-Invested Personal Pension.

SIPPs can be great, but some of the investments inside them can be high-risk, and we now know some Bank House Investment Management client weren’t properly informed about the risk some investments like The AIGO Funds, and Carbon Credits presented.

Some were mis-sold their SIPPs by Bank House, and the financial-services watchdogs at the FCA may have noticed.

If you switched your pension with Bank House Investment Management, you may be able to make mis-sold SIPP claim – find out if with a FREE initial assessment with Spencer Churchill Claims Advice.

Can You Make A Bank House Investment Management Claim?

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.

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


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FCA Action Against Bank House

Companies that want to give pension advice in the UK need to be regulated by the FCA, and have the right pension permissions.

After a while, the FCA removed Bankhouse’s permissions, making special mention that Bankhouse could not Invest people’s money into SIPPs with high-risk investments.

Later on, it removed ALL of their permissions by saying they “must cease all regulated activities”.

Despite agreeing not to deal with any more pensions, Bank House continued to make pension switches.

As things stands, Bankhouse cannot offer pension advice anymore.

Bank House Investment Management Timeline

  • Bank House Created


    Bank House Investment Management started life as Velocity 320 Limited, with William Freer at the helm.

  • Complaints


    In 2016, the Financial Ombudsman published the details of 3 successful complaints against Bankhouse, all of which involved apparently negligent advice surrounding UCIS type funds, and some certainly involved SIPP pensions.

  • FCA Restrictions


    By Jan 2017, the FCA had imposed some hefty restrictions on Bankhouse not to do any pension business. Bankhouse had agreed, but carried out 78 pension transactions anyway.
    Once the FCA found out, they pulled all of their abilities to give advice.

  • Directors Banned & Fined


    Bank House Investment Management was told to pay £311,639, while company directors Tristan Freer and Robert Ward were fined £52k and £88k respectively, and banned from being directors.

Related To Bank House Investment Management


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


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


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

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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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:

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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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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

Speak to an expert today

We have decades of experience in helping people claim back money that is rightfully theirs. Whether you want to make a mis-sold pension claim, have questions about a mis-sold investment, or you’re just looking for some advice you can trust – we’ve got you covered. Reach out to our team today for a no-obligation, completely free chat. 

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

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