The Investment Research Partnership

 

Expert Witness -

Endowment Complaints

 

Many investors used endowment policies not just as a mortgage protection policy but as a retirement or savings vehicle. Therefore many have lost money due to the initial or ongoing advice where the advisor failed to adequately explain the risks or suitability of the product. If your complaint includes the advice given, unsatisfactory investment performance or incorrect risk profile, we may be able to assist in providing supporting evidence for your case.

We can provide

  • Initial guidance in making a claim
  • Detailed reports identifying risk profile and returns
  • Supporting performance data and marketing comparison information to give added value to a case
  • Peer group comparison tables back to
  • Reports customised to each individual case
  • Court appearance by an expert witness

For more information, please email details of your enquiry to us at info@tirp.co.uk or telephone us on 44 (0) 1425 620001

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