Have You Had Any Investments With Halifax?

Halifax Investments such as Mortgage Protection, Bonds, Stocks and Shares ISA

If Halifax mis-sold your Investment to you, you may be owed £000’s in compensation.

Halifax has mis-sold many customers on their Investments, such as Pip & Portfolios, Unit Trust, Bonds, OEICs, ISAs, and PEPs. Halifax might have misguided consumers regarding their Investments linked with the Stock Market, and most customers in the UK might have been placed in the wrong risk category, which put more of their money at risk than was necessary.

  • When an Investment is sold by Halifax there are certain rules that their advisor must adhere to and if those rules were not followed then you might be entitled to file a claim against them.
  • If you believe that you were given the wrong Financial Advice on your Investment by your Halifax advisor, then you can get your claim started by completing the appropriate form.
  • Halifax might have mis-sold Investments in different ways: Halifax might not have given customers the right risk factor that they were comfortable with.
  • Halifax might not have informed their customers that it takes 5 years minimum to see any noticeable returns.
  • Halifax didn’t inform their customers that if they decided to draw an income from their Investments that it would place the initial money they invested in at risk.

For consumers with any outstanding debt or credit, Halifax should have informed the customer that their extra money should be used to clear off the debt first before making any Stock Market investments.

Have Halifax mis sold you your Investment?

  • I didn’t request that Halifax invest my money in the stock market and subject it to financial risk.
  • Halifax led me to believe that I would be generating a bigger income from the investment.
  • I wasn’t informed by Halifax that I was at risk of losing money from my investments.
  • I believe Halifax over exaggerated about how my Investment would perform when compared to how it is performing currently.

Your Entitlement

If any reasons above are relevant for a complain, then you may be entitled to the following:

  • 8% interest along with any other compensation that might be owed for any other miss selling factors made at point of sale by Halifax.
  • We will compare what your current financial position is versus the position that you would have had if you invested your money in the proper area rather where Halifax advised you to. If you would have been better off then we can pursue a claim against Halifax for the difference.
  • Compensation interest is 8% per annum on any amount of compensation.