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Strategic Wealth UK Ltd Claims Guide

Former clients of Strategic Wealth UK Ltd might need to know that the firm is now in liquidation, having lost a chunk of it’s authorisation to work in Financial Services in 2017.

Strategic Wealth UK Ltd stopping business didn’t go completely unnoticed either, as articles sprang up in the financial press about how the Financial Services bosses at the FCA had told Strategic Wealth to “cease all pensions business” and undertake a “skilled person review”, something the FCA can order if they have concerns over potential issues.

If you took advice from Strategic Wealth UK Ltd, you can have that advice checked for mis-selling by our team of specialist mis-sold pension claim assessors for FREE with our initial assessment service.

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Can you make a Strategic 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.

This may include claims for advice given by Strategic Wealth Management.

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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Mis-Sold QROPs schemes?

Strategic Wealth is known to have dealt in pensions, often transferring people’s pensions to QROPS schemes based outside of the UK such as the Isle Of Man. QROPs schemes are designed for people who are leaving the UK and wish to retire abroad, taking their pension with them. They can sometimes be abused by financial advisers who neglect the original purpose and instead use them as a vehicle to sell high-risk investments that pay them larger commissions.

They were also the principal firm of Synergy Wealth Ltd, their Appointed Representative.

If you dealt with Synergy or Strategic about your pension, we’re happy to give you a FREE Initial Assessment to see if you can make a claim.

Strategic Wealth Management timeline

2008 - Gibro Wealth Limited

Strategic Wealth UK Ltd started life as Gibro Wealth Limited, before changing its name in March 2013

2017 - Media Attention & Permissions

In 2017, Strategic Wealth UK Ltd was told by the FCA to cease all pensions business, and conduct a Skilled Person review. The media picked up on it.

2017 - Liquidation

With their ability to conduct pension business hampered, Strategic Wealth UK went into a Creditors Voluntary Liquidation in December 2017.

Related to Strategic Wealth

SIPP Claims

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Final Salary Pension

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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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