ChargeBack
We are an FCA authorised and registered firm made up of industry qualified professionals including ex-advisers and supervisory staff.
We are confident we can conduct a successful investigation and work on a
No Win - No Fee basis.
Firms we have recently investigated
Trying to make a successful claim against a financial instution?
Making a complaint about a financial institution (financial advisers, banks, mortgage brokers) can be a daunting proposition. There is no obligation to use a third party and sometimes there is no need. However, it's easy to feel that you are up against industry expertise that will baffle you with science rather than give you a fair hearing. Our role is to try and redress that balance applying our industry expertise to formulate and pursue claims regardless of how technical or time consuming they may be.
Trying to make a successful claim against a financial instution?
Making a complaint about a financial institution (financial advisers, banks, mortgage brokers) can be a daunting proposition. There is no obligation to use a third party and sometimes there is no need. However, it's easy to feel that you are up against industry expertise that will baffle you with science rather than give you a fair hearing. Our role is to try and redress that balance applying our industry expertise to formulate and pursue claims regardless of how technical or time consuming they may be.
Trying to make a successful claim against a financial instution?
Making a complaint about a financial institution (financial advisers, banks, mortgage brokers) can be a daunting proposition. There is no obligation to use a third party and sometimes there is no need. However, it's easy to feel that you are up against industry expertise that will baffle you with science rather than give you a fair hearing. Our role is to try and redress that balance applying our industry expertise to formulate and pursue claims regardless of how technical or time consuming they may be.
Common issues we are investigating
Lack of Reviews
Most financial advisers charge clients a fee to provide an ongoing service. This is generally good practise however some advisers have not provided the service they advertised (typically an annual review). Where this is the case customers are often due a refund.
Bad Advice
As with any industry there are good and bad practitioners. Finanical advice can be a complex area where poor quality advice can have long-lasting and significant consequences.
Our investigators have the highest level of qualification in the industry and can evaluate the quality of the advice provided.
Poor Service
Financial advice is expensive. If you have a good adviser then that cost is usually worth paying but if you pay large fees and receive a poor service then you are entitled to complain.
Recent News
1 / Secondary claims against St. James's Place
We've seen a lot of people making successful complaints against St. James's Place for a lack of servicing. Their advice is now coming under scrutiny especially where customers had existing investments that SJP agreed to look after.
2 / Lack of Reviews affecting more firms
It seems there are few firms that have a clean bill of health on this topic. Paying fees for a service that hasn't been received is not acceptable.
3 / Motor Claims delayed
The size of the issue here is not clear but the fact that the FCA has granted more time for the firms responsible to prepare suggests there are going to be grounds for many complaints.