Mis-sold Shares Process

Mis-Sold Shares Process

Initial Assessment

A case handler will undergo a brief telephone consultation to assess a few key facts to establish the likelihood of you having a successful claim, this should take only a few minutes. At this stage we can quite quickly identify cases that can be successful and how many types of claim that you may have. We will also identify the possible course of action(s) open to you, what the likelihood of success may be, timescales involved and also answer any questions that you may have. We provide a clear picture in order that you can reach an informed decision as what steps to take if any. This advice is FREE and Unconditional.

Consultation & paperwork Review

Once we have received your completed forms one of our case advisors will contact you at a mutually convenient time to discuss your case and assess your options. To do this, they may also need copies of any paperwork you may still retain and will advise you of any further paperwork that is key to your case. Please bear in mind for the majority of cases the information required to assess the claim can be accessed electronically upon request.

The Assessment is an easy process where we are looking to establish a few key facts. Some of these facts will include key dates of your purchases, what you were told and what your experiences were and any supporting documentation that you may have. Once we have all the facts, we can then recommend the best Course of Action(s) for you. This assessment will form the basis of our legal argument and consequently allow us to establish what the best option or options that can be pursued for you are.

Recommended Course of Action(s)

There are a number of options detailed below that can be taken dependent on the type of claim to be made and key facts gleaned from our assessment. There are very different pros and cons regarding the following courses of action, some of the variables are the amount you can claim for on a particular type of claim and the time it may take to conclude, to name but a few. Rest assured, we will advise you as to what options are open to you and the likelihood of success, including costs and timescales regarding the following;

Financial Ombudsman Service (FOS) Claim
Financial Services Compensation Scheme (FSCS) Claim

We will advise you as to the best course of Action and the amount we expect to claim.

Start The process

Once you have provided the information above, we will prepare and manage the entire process for the FOS/FSCS in-house, making it a hassle-free process.

We trust this information in regard to what you can expect is helpful, however if you have any queries whatsoever, please do not hesitate to contact us, where we will be pleased to answer any questions you may have.