Greyfriars Asset Management SIPP Claim

Greyfriars Asset Management SIPP Claims


Greyfriars are based in the Leicester area of the UK. The FCA have asked Greyfriars Asset Management LLP not put any more new money into any of its DFM Portfolios, which seemed to comprise high risk, illiquid investments in such things as overseas property and bonds.

For the FCA to request this of the firm, and the firm to comply with this request, shows there were potential issues around investments such as this. Greyfriars continue to trade and there’s no indications other aspects of their business are affected by this, however if you took out anything relating to their DFM portfolio (known as “portfolio 6” by the firm itself) you may be entitled to compensation.

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Grounds On Greyfriars Asset Management May Have Been Mis-Sold A SIPP Investments:

In order to determine if you are eligible for a SIPP compensation claim please check If any of the following statements is true in your case:

  • Greyfriars Asset Management did not explain the pension transfer & investment risks to you properly.
  • Your financial situation was not properly assessed with a fact find by Greyfriars Asset Management.
  • You felt uncomfortable or pressured by Greyfriars Asset Management into an investment that you didn’t need or want.
  • Greyfriars Asset Management did not explain that the amount you get back will depend on performance.
  • Greyfriars Asset Management did not accurately explain the fees and charges that would be incurred.
  • You were unaware that Greyfriars Asset Management had advised you to invest in an unregulated investment.
  • You were not advised by Greyfriars Asset Management about exceeding the £40,000 tax-free limit would make you liable for the 55% income tax.
  • You feel that you were given poor advice by Greyfriars Asset Management concerning SIPPs which has left you worse off financially

If any of the above points stand true, then it may be possible for you to get compensation.

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Please Note: Greyfriars Asset Management went into administration in October 2018. The FSCS started taking claims against Greyfriars in February 2019.

 

Pension Redress Calculator

Our pension redress calculator will give you an indication of how much your mis-selling refund could be worth. If your case is upheld, the exact value of your refund will not be known until all the facts of your case have been disclosed and a final figure calculated by the firm.

To use the calculator please follow the instructions below.

1.Enter your details into the Red Boxes

Ongoing Monthly (£) is optional if you continued to pay in each month after switching.

2. Choose your growth rate %pa.

Select the rate that you feel your previous pension was growing at. 3% Low, 6% Medium or 9% High rate.

3. Compare your values.

See what your pension would have been worth if you had left it in the previous scheme vs. the new scheme. Choose to compare current value or value at your chosen retirement age.

I Think I’ve Been Mis-sold A SIPP by Greyfriars Asset Management, What Next?

If you believe you have been a victim of mis-selling it's easy to start the SIPP claim process and find out. Just complete the form below and one of our experienced team members with extensive knowledge of the SIPP complaints process will call you back to start a FREE SIPP claim assessment.

The next step in this process is perhaps the most critical step as you have to file a mis-sold pension letter with your pension provider or adviser.

Our team of SIPP claim specialists can help you recover compensation if you were given unsuitable advice regarding what to invest in and the risks involved through SIPPs.

Please get in touch with us if you have any questions regarding your SIPP and how it was sold to you. We are happy to discuss any concerns and start a free SIPP claim assessment for compensation.

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Even if the financial adviser who sold you the investment or the firm(s) you invested in are no longer trading, our experienced team may still be able to recover some of your losses. Get in touch and discuss your case with us.

Received Bad Advice Which Resulted In Financial Loss?

Millions have suffered financial losses investing or transferring their pension funds into a Self Invested Personal Pension (SIPP).

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Alternatively you can call us on FREEPHONE 0800 310 1520 to speak to one of our team members who are available  Mon-Fri 9.00am - 5.30pm.