Mis-Sold SIPP by Copia Wealth Management? Get Your Free Claim Check
We’ll have a specialist call you back for a no obligation chat about your financial claim
We at Spencer Churchill Claims Advice have experience in mis-sold pensions. Specialising in final salary claims, mis-sold SIPPs (self-invested personal pensions), annuities claims and more.
Our experienced case handlers are always on-hand to help. We’ll listen to your pension story, offer clear and transparent advice, and discover if we can move your claim forward.
We can offer support and guidance for claims regarding Copia Wealth Management (CWM) too. CWM have recently been on the receiving end of claims regarding advice to clients to transfer their pensions into a SIPP.*
Read on to find out more about Copia Wealth Management and how you can make a claim.
Could You Make A Copia Wealth Management Claim?
We’re here to help and support to people who believe they have been a victim of financial mis-selling, which includes mis-sold SIPPs.
Some of the common complaints we’ve received include:
- The representative in question placed you under a significant amount of pressure.
- You were not made fully aware of any potential risks.
- Fees and/or commissions were not mentioned.
- You were guaranteed a steady rate of return.
If you feel any of the above complaints relate to you and your experience with Copia Wealth Management, you might have a claim to make.
Our case handlers are experienced and more than happy to listen to your concerns and give you advice and guidance on your claim.
Get in touch today for a FREE claim assessment.
Make A Mis-Sold Pension Claim
Fill in the form below and one of our team will be in touch for a free, friendly, no-obligation chat to assess your situation.
We’ll go through your options, your rights to making a claim and discuss how we can move forward. And don’t worry, this a free assessment and we don’t take any up-front costs.
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.
Who Is Copia Wealth Management?
Copia Wealth Management is a Manchester-based firm and Independent Financial Advisor specialising in pensions plans and individual savings accounts (ISAs).
However, the Financial Ombudsman Service (FOS) found that Copia Wealth Management had given a client unsuitable advice about transferring his pension into a SIPP product, resulting in him losing money.
The FOS deemed that the advice to transfer wasn’t in the best interest of the client and the investment was a high risk. Unfortunately, this is common practice across a lot of mis-sold SIPP investments.
Since the FOS review, more clients have come forward with claims against Copia Wealth Management, who have now gone into liquidation.
If you’ve had a similar experience with Copia Wealth Management, we’d like to hear from you. We’re here to give you clear, transparent and helpful advice on your claim and to see if you can take it forward. Get in touch today for a free assessment.
How Can You Make A Copia Wealth Management Claim?
The good news is, there are a number of options available to you. Copia Wealth Management were only recently made insolvent in September 2020, so it’s a good time to see if you qualify for any compensation.
You can contact a team member at Spencer Churchill Claims Advice. The big advantage to this is that our experienced and knowledgeable team will give you bespoke advice and handle the claim on your behalf.
We’ll look at your case individually to discover if we think you can make a claim and then, if we can proceed your claim, work to get you the best result we can.
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:
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?
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