Copia Wealth Management Claims

We’re here to give you clear, transparent and helpful advice on your claim.

Copia Wealth Management is a Manchester-based, Independent Financial Advisor firm specialising in pension plans and individual savings accounts (ISAs). Copia have now gone into liquidation after a number of claims were brought against them regarding mis-sold pension advice.

Copia Wealth Management also known as CWM, was also known for trading under Absolute ISA, Alpha ISA and Westway ISA. The firm advised several Clients to transfer their pensions into several Self-Invested Personal Pensions (SIPP) and investments which were not suitable for them.

CWM promoted pension transfers into:-

  1. Lifetime SIPP
  2. SVS Securities
  3. Easy SIPP
  4. Advanced Oncotherapy PLC
  5. Angelfish Investments PLC
  6. Gem Diamonds
  7. OC Finance SA 5.95% bond
  8. OC Finance SA 6.25% bond

Customers initially started to complain after one company after another started going into administration and their pensions funds became illiquid.

Copia argued that it was not at fault for the losses however, the Financial Ombudsman Service (FOS) found that the risk of the investments and the costs associated with the pension transfers made the advice to transfer the pensions unsuitable.

After an initial successful claim from the Financial Ombudsman Service (FOS) was upheld, in which Copia were ordered to pay compensation, more claims because to be made against the company. Due to this, Copia applied to cancel their FCA licence in August 2020 and went into liquidation.

If you’re a client of Copia Wealth Management, you may have been mis-sold. To see if you have a claim please fill in our contact form and one of our advisors will be in touch.

Get in touch today for a free assessment.

What our clients are saying…

Some kind words from our respected clients

“You have proved I was miss advised”

You have proved I was miss advised, regarding my mis-sold pension, I am very happy with the outcome, your payment was a bit expensive, however, I realise everyone has to make a living. I did not think that the amount would be so much.
Thank you all for your hard work.

Pete | Trust Pilot

“From the very first moment of dealing…”

From the very first moment of dealing with Elite Chambers, I have been met with nothing but common courtesy, politeness, and Professionalism at all times, especially from Jamie Baker and Jordan Casey. Both these Employees are absolute Assets to the Company. I was kept up to date with every detail and progress through emails and Calls.
I would definately recommend this Company to everyone like myself who was mis sold something.

Thankyou once again Elite Chambers
Lesley Hogg

Lesley Hogg | Trust Pilot 

“I received a call from Elite Chambers…”

I received a call from Elite Chambers about a SIPP claim I spoke with Ashley, he was very helpful took a great deal of time in explaining the process and how it would work, Paper to be signed next week so fingers crossed for a positive outcome to this terrible situation.

David Barker | Trust Pilot 

Why work with Elite?

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  1. No win No fee
  2. Hassle-free process with no lengthy paperwork to complete.
  3. 5 star reviews on TrustPilot.
  4. Over £18 million reclaimed for clients.
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  6. Our barristers have an outstanding reputation, you will be working with the best.

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