FSCS Failed Firms · FRN 605906

Copia Wealth Management Ltd — FSCS Claims & Compensation (FRN 605906)

Under investigationPensions6 January 2021
Quick Answer

Copia Wealth Management Ltd (FRN 605906) was placed under investigation by the FSCS on 6 January 2021. If you were advised by Copia Wealth Management and lost money, you may be able to claim compensation of up to £85,000 from the FSCS. Eligibility depends on your circumstances — a free check takes under a minute.

Copia Wealth Management Ltd appears on the FSCS failed-firms register. It was placed under investigation on 6 January 2021, in the Pensions category.

What this means for you

If Copia Wealth Management advised you on a pension — for example transferring a workplace, personal or final-salary pension, or moving it into a SIPP — and the advice was unsuitable for you, you may have a claim. Where the firm has failed, eligible losses can be claimed from the FSCS up to £85,000 per person.

Copia Wealth Management is currently under investigation rather than formally in default. A claim through the FSCS may become possible if and when it is declared in default — it is worth registering your details now so you are ready.

Your options

  • FSCS — where Copia Wealth Management has failed, you may claim eligible losses up to £85,000 per person, per firm. You can claim free at fscs.org.uk without using a solicitor.
  • A representative — specialist firms can gather the evidence and handle the claim for you, typically on a No Win, No Fee basis.
  • Check your time limit — deadlines vary by route. See our guide to time limits for mis-selling claims, and how compensation is calculated.

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FAQ

Is Copia Wealth Management Ltd still trading?

Copia Wealth Management Ltd (FRN 605906) appears on the FSCS failed-firms register and was placed under investigation on 6 January 2021. You should always check the current position on the FCA Register and the FSCS website.

How do I claim against Copia Wealth Management?

You can claim directly and free of charge through the FSCS at fscs.org.uk, or instruct a representative to handle it for you. Either way, a free initial check can confirm whether you may be eligible.

How much could I claim for Copia Wealth Management?

Where eligible, the FSCS pays up to £85,000 per person, per failed firm. The actual amount depends on your assessed loss and your individual circumstances.

This page is for information only and is not affiliated with the FSCS. You can complain to the Financial Ombudsman Service or claim from the FSCS for free without using a solicitor. Compensation depends on your individual circumstances. This website does not constitute legal advice.

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