How to Make a Financial Mis-selling Claim — 3 Simple Steps
Making a financial mis-selling claim doesn't have to be complicated. Most of our clients come to us worried about paperwork, costs, and legal complexity. We handle all of that. Here is exactly how the process works.
Step 1: Free Claim Assessment (60 seconds)
Fill in our short online form — it takes about 60 seconds. Tell us your name, the type of investment, roughly how much you lost, and the name of the adviser or firm involved. That's all we need to start. You don't need any documents at this stage. There is no cost, no commitment, and no obligation.
Step 2: We Investigate — No Paperwork Needed from You
Our specialist team will review your situation and tell you within 24 hours whether you have a viable claim. We will then:
- Request all relevant documents from your adviser, pension provider, and investment platform
- Obtain your transaction history and suitability assessment records
- Assess your limitation position — whether you are still within the time window to claim
- Identify the correct route: FSCS, FOS, or direct litigation
- Instruct specialist financial advisers to calculate your loss where required
You will be kept informed at every stage. We write to you in plain English — no jargon.
Step 3: You Get Paid — No Win, No Fee
We work on a No Win, No Fee basis. This means:
- If your claim is unsuccessful, you pay nothing
- If your claim succeeds, a success fee is deducted from your compensation — full details are given in your client care letter before you commit
- There is no upfront payment and no financial risk to you
Typical timescales: FSCS claims — 6 to 18 months. FOS complaints — 6 to 24 months. Court litigation — 2 to 5 years (though most cases settle before trial).