For many discretionary fund management (DFM) solutions. provide people with a significant amount of financial flexibility (particularly around taxes) so that they can enjoy a higher rate of return. Typically, DFMs consist of several assets, one of which is self-invested personal pensions (SIPPs). However, some firms such as; Greyfriars Asset Management, have been criticised due to their lack of transparency around these products, resulting in mis-selling claims being made. If you feel you may have been mis-sold you may be liable for some type of compensation.Speak With An Expert
Do you suspect that you have been mis-sold a SIPP where Greyfrairs Asset Management were involved are now unsure of your situation? Some of the reasons highlighted below have given Spencer Churchill Claims Advice cause for concern, and you may be eligible to claim:
If any of the above apply to you, or you have any further concerns, you may be eligible to make a claim for compensation.
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.
Greyfriars Asset Management was a financial services company specialising in discretionary fund management services. These represented a hands-off means to grow your portfolio while avoiding many of the risks associated with the open markets. This company was particularly known for its “Portfolio Six” program and the FCA had expressed concern in the past in regards to issues such as transparency. This is why the FCA advised Greyfriars to cease offering their Portfolio Six platform from as far back as 2016.
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If you were a client of Greyfrairs Asset Management, and your advisers have not conducting the necessary research ensuring your suitability for the product or service, or placing your investments into funds that are no longer active. Or were contacted by a third-party urging/advising you to transfer your money to Greyfriars. Then you could be eligible to make a claim for compensation.
You can speak to one of specialist consultants at Spencer Churchill Claims Advice, who will be happy to take you through our free, no-obligation consultation, so we can discuss your options.Speak With A Specialist