Quilter Financial Planning: Mis-Sold Investment Claims
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 Lighthouse, who was recently acquired by Quilter Financial Planning . Read on to find out more.
Can You Make A Lighthouse/Quilter Financial Planning Claim?
Millions of customers have been mis-sold financial products in the past. Unfortunately, relatively few have made it a point to file a claim.
This is often due to the fact that they are unaware of what types of situations constitute mis-selling.
Here are some common examples:
- A great deal of pressure was exerted during the process.
- You were contacted by an individual or firm without any prior request.
- The risks associated with the transaction were never made clear.
- The IFA avoided specific questions or concerns that you may have expressed.
In terms of a pension, you might also have been promised much higher returns than those associated with your existing pension.
If you think this is the case and you feel you were mis-sold a pension by Lighthouse, you can get in touch today for a free callback and advice
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 Lighthouse/Quilter Financial Planning?
Lighthouse was a financial advisory firm specialising in self-invested pension plans and similar defined contribution schemes.
Several complaints were filed by previous clients. These claims stated that they were mis-sold various SIPPs and, as a result, they lost a fair amount of money.
In early January 2020, The Financial Conduct Authority (FCA) began investigations into Lighthouse over defined benefit advice they’d given to British Steel Pension Scheme Members.
In August 2020, another firm known as Quilters Financial bought Lighthouse for £46.2m and took over all responsibilities associated with Lighthouse.
Quilters has since set aside £24 million pounds in order to redress client complaints and future remunerations.
This means may be able to make a claim and we can help you.
Our experienced claim handlers will provide you with the advice and guidance you need to see if you can move forward with your claim. Get in touch today for a free claim assessment.
British Steel Pension Scheme Members
Up to 300 British Steel members received defined benefit transfer advice and Quilters have set aside a whopping £24m pot for potential claims. This has doubled from their initial estimation too.
So if you’re a British Steel Pension Scheme member, you may also be entitled to compensation if you transferred your defined benefit pension.
If so, we’d love to hear from you. Our experienced case handlers are here to give you the best possible advice and to see if you have a claim. Get in touch today for a free assessment and we’ll be in touch to give you the guidance you need.
How Can You Make A Lighthouse/Quilter Financial Planning Claim?
The good news is, there are a number of options available to you.
You have the option of using the Financial Ombudsman Service or Financial Services Compensation Scheme if it falls in their remit.
Or 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.
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