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Demontfort Wealth Management Claims Guide

Like many financial advice firms, Demontfort Wealth Management Ltd advised on pension transfers, but unlike all IFAs, Demontfort was held to account by the Financial Ombudsman for unsuitable advice when they suggested to a MR G that he move his pension to a SIPP to invest in high-risk and unregulated investment, Sustainable AgroEnergy.

Now, they’re no longer authorised by the Financial Conduct Authority, and cannot conduct regulated activities such as advice on pension transfers.

Did you take pension advice from Demontfort Wealth Management? Have you checked to see if you can make a SIPP claim?

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Can you make a Demontfort Wealth Management claim?

Several financial advisers and 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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Demontfort Wealth Timeline

2011 - Company Formed

Demontfort Wealth Management is formed in Warwickshire, 20 May 2011

2013 - Sustainable Agroenergy Liquidation

March 2013 saw the beginning of the end for Sustainable Agroenergy – an investment sold by Demontfort as well as other financial advisers

2015 - FOS Complaint

Mr G’s complaint was upheld in November 2015, but referred to advice Demontfort gave him back in 2009.

2015 - Liquidation

The firm entered into insolvency proceedings in December 2015, resulting in a Creditor’s Voluntary Liquidation.

2018 - Dissolved

Finally, in May 2018, the liquidation finished and Demontfort was gone.

Related to Demontfort

SIPP Claims

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High Risk Schemes

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a Sophisticated investor
SOPHISTICATED INVESTOR Do you have a wealth of knowledge and experience in investing?
HIGH NET-WORTH 1 Do you earn in excess of £100,000 per annum?
High net worth individual
HIGH NET-WORTH 2 Or do you own £250,000 worth of investable assets?

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