by SH-2023 | Nov 5, 2024 | Case Study
Our client along with his partner had been sold FSAVC pensions and then switched to another company costing them more money in fees. Tenet refused to accept any liability and were intransigent in their attitude, resulting in an appeal to the FOS which XCL fought and...
by SH-2023 | Nov 5, 2024 | Case Study
Our client was introduced to us by her Financial Adviser and had no substantial records, and very little time to engage in the claims process against Sesame, who require a great deal of detail before they investigate a claim. XCL’s working hours are 8am to 8pm...
by SH-2023 | Nov 5, 2024 | Case Study
Our clients had been overcharged by SJP on their portfolios and we achieved a full refund of these charges. In addition, SJP charged two early withdrawal penalties, when they later encashed their investments. XCL successfully argued against these penalties and...
by SH-2023 | Nov 5, 2024 | Case Study
A client seeking compensation for a mis-sold FSAVC against Sun Life Financial of Canada (SLFOC) had previously received an offer during a particularly vulnerable time, which left him unable to respond. We took over the case on the client’s behalf, advocating for him...
by SH-2023 | Nov 5, 2024 | Case Study
A Doctor who was misadvised on his FSAVC pension in 1995 by The Investment Practice, a now-defunct IFA that ceased trading in 2008, was unaware he had been mis-sold until he received an email from X-Claims. He had no idea he could seek compensation for the historical...
by SH-2023 | Nov 5, 2024 | Case Study
Our Doctor client was contacted during the COVID lockdown by a broker claiming to handle finances for high-profile clients, including Gordon Ramsay, and offering an exclusive investment opportunity. Unfortunately, this broker turned out to be part of a fraudulent...
