Negligent financial planning advice
Each financial advice dispute is distinct, yet certain patterns suggest possible claims. If you've encountered unclear fees, misaligned investment promises, or feel your advisor didn't prioritise your needs, contact Financial Dispute Legal for expert guidance.
Financial Advice Dispute
Every financial advice dispute is unique; however, there are key commonalities that can help you identify whether you have a claim. It's essential to be wary if you got advice on things you didn't ask about or if the advice seemed off or didn't consider your personal needs. We're assisting many individuals with concerns about their financial advisors, especially in areas like Managed Investment Schemes, Margin Lending, and Inappropriate Investments. We've often encountered hidden fees, investments that didn't deliver as promised, discrepancies in Statements of Advice and client Risk Profiles, the impact of margin loans on cash flow, and conflicts of interest. If any of this rings true to you, it might be time for a closer look. Contact Financial Dispute Legal fi you have been given negligent financial advice and would like to discuss a potential claim.
Types of disputes
Not sure if you have a claim?
Recent Cases
Fee Structures
Our fee structures have been developed to provide you with accessible legal support and to ensure we can get the best outcome for you.
We understand the importance that transparency plays in trust, so we make sure to discuss fees up-front.
For certain Financial Advice Dispute cases we provide no-win-no-fee. You will be advised after your initial consultation and assessment if this applies to you.
Where possible, our team will provide you with a fixed fee amount for each stage of your claim. This fee is billable regardless of the outcome of your case.
If your claim requires a hourly fee structure, we will advise you of cost estimations at every step of your claim to ensure you have control over costs at all times.
Working with us
Our lawyers will prompt you to gather all the preliminary information we require in order to advise whether you may have a claim, this can be as quick as a 15 minute call.
If we identify the opportunity for a claim in our initial call we will then proceed with a comprehensive assessment into your case, including gathering witness statements, identifying and locating key documentary evidence, and consulting with experts.
Based on our findings we will offer recommendations on the appropriate legal action to pursue your claim, and clearly explain your next steps.
At this point of engaging us, we will advise you on the fee structure involved in your claim so you are aware of costs involved before proceeding.