Claims are typically settled within 12 weeks

There are many products we can investigate such as stocks & shares ISA, unit trusts or investment bonds. We can also help if you were advised to transfer your pension to St James's place from another provider

Thank you & good news. It looks like you could have a claim

Now we just need your name and contact details so we can proceed with your claim

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250,000+

We've helped 1,000s with various types of claims

£100 Million+

Reclaimed for our thousands of customers

13 Years

Experience working in the claims industry

No Win, No Fee

You only pay a fee if your claim is successful

You may be entitled to £1,000s in compensation

Every year, millions of pounds in financial adviser fees are deducted from the ISAs, pensions, and investments of UK investors. These fees could potentially be reimbursed.

Since regulatory adjustments in 2012, nearly all investments and pensions come with built-in adviser charges. These fees are subtracted annually to cover an agreed-upon level of ongoing service.

In numerous instances, advisers are unable to fulfil the promised range of services entirely. Consequently, clients could be paying significant fees for services that are essentially non-existent.

Each instance where advisers fail to meet these service standards constitutes a breach of their contractual obligations, potentially entitling you to compensation.

If you’ve used St James’s Place within the last decade, you most likely will have been charged for an ongoing service. However, all too often, this service was not delivered. If this was the case, you are eligible for compensation. Join the thousands of others which are due compensation.

Frequently asked questions

Below are some of the most common questions asked about our claims process

What's the process?

After completing the details on this page, one of our experts will give you a call. In most cases, we can finalise your claim during the first call with our adviser, including signing any necessary forms. While having paperwork on hand can expedite the process, it is not always necessary as we can usually obtain the required documents from your investment provider.

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How long does it all take?

Once we receive your signed claim forms, we will begin gathering all the necessary information to assess your case. After reviewing the information, we will send your claim to your investment provider or financial adviser. Typically, we aim to have a final decision within 12 weeks.

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How much compensation might I get?

This will depend on the specifics of your case. Typically, the average refund is £4,200*. Our specialists take the time to carefully construct your complaint to also cover any other areas where you could also be owed money.

*average industry insights

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How will you keep me updated?

We will contact you at various points throughout the process. This contact will be via SMS text message, email, letter or by telephone.

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Preparing your claim process