Strategic Wealth UK Ltd Claims Guide
We’ll have a specialist call you back for a no obligation chat about your financial claim
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.
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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Let’s Rewrite Your Financial Story
We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.
We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.
When you get let down by someone you thought you could trust, it can leave its mark on you, emotionally and physically.
We are committed to transparency and fairness in the way we conduct with clients, including how we charge for our claims services.
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
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Gibro Wealth Limited
2008
Strategic Wealth UK Ltd started life as Gibro Wealth Limited, before changing its name in March 2013
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Media Attention & Permissions
2017
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.
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Liquidation
2017
With their ability to conduct pension business hampered, Strategic Wealth UK went into a Creditors Voluntary Liquidation in December 2017.
Related To Strategic Wealth
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 2
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.
Have You Been A Victim Of Financial Mis-Selling?
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.
Spencer Churchill Claims Advice featured on:
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
How does our claims process work?
Our claims process is dead easy, so we can sum it up in the four simple steps below:
What Types Of Claims Do We Handle?
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.
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