Do you think you’ve been mis-sold Shares/Stocks/ISAs

The issues with shares and stocks ISAs arise when risks have not been explained properly to you.

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How Do I Know If I Was Mis-Sold: Checklist

Shares and stocks ISAs are not always such a bad idea. If they match up to your requirements, they offer a great way to invest your personal savings. They provide a way to invest funds into shares and stocks that are wrapped up in tax-efficient savings accounts. The cash ISA is just a type of savings account, and for this reason, carries less of a risk. The issues with shares and stocks ISAs arise when risks have not been explained properly to you, which means as a result they are mis-sold.

not been explained properly

You were an inexperienced investor, or you wanted a cautious to low risk investment. The issues with shares and stocks ISAs arise when risks have not been explained properly to you, which means as a result they are mis-sold.

Future Plans

The adviser did not take into proper consideration your future financial needs like holiday budgets, home improvements or other earmarked expenses.

Retirement

You were nearing retirement or relying on the proceed for retirement at the time of your investment.

no Reviews

The service proposition of regular reviews never occurred. The issues with shares and stocks ISAs arise when risks have not been explained properly to you, which means as a result they are mis-sold.

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