Investment & Wealth
Management Complaints
Paid for ongoing advice you didn't receive? We can help you complain fairly with a regulated, no-pressure service for people who paid for ongoing advice, annual reviews or service from firms such as St. James's Place, Quilter or True Potential and feel they may not have received what they paid for.
You do not have to use a claims management company — you can complain to the firm and the Financial Ombudsman Service for free. We cannot guarantee any outcome.
See if we can help, free and with no obligation
Please enquire and let's see how we may be able to help you.
By submitting you consent to Wealth Claims Bureau contacting me about my enquiry and processing my information in line with the Privacy Policy. I understand my information is only shared where needed to assess or pursue my complaint (for example, with the firm or the Financial Ombudsman Service). We do not share your information for marketing.
Who are we
Wealth Claims Bureau is a trading name of Vehicle Direct Redress Ltd (Company No. 16486558), authorised and regulated by the Financial Conduct Authority (FRN 1036495). We are a claims management company specialising in investment, wealth-management and pension advice complaints. We are not a law firm, and we do not provide legal, tax or investment advice. Our job is to help you put a clear, well-evidenced complaint to the firm that advised you, and, if needed, to the Financial Ombudsman Service.
What we help with
We focus on complaints about how UK wealth, investment and pension advice firms treated their clients. Whether you have a valid complaint always depends on your own circumstances — we tell you honestly.
Ongoing Advice
Most CommonOngoing advice & service fees. You paid an ongoing advice or service fee for annual reviews or ongoing service that wasn't delivered or can't be evidenced.
Transfers & Charges
Transfers & switches, you were advised to transfer or switch any of your investments that may not have been right for you. Plus, were charges unclear or poorly explained, or a cheaper option wasn't mentioned?
Investment Advice
You were advised into investments that didn't match your circumstances or attitude to risk.
Pension Drawdown
High ValuePension drawdown & retirement advice. Your retirement income or drawdown advice may not have suited your needs.
Vulnerable Customer Treatment
Vulnerable customer treatment. You weren't treated fairly or supported when you needed it.
Ombudsman Escalation
A firm rejected or under-paid your complaint and you want it reviewed by the Financial Ombudsman Service.
How It Works
We've made the process as simple as possible. Most clients spend less than 60 seconds submitting their request. We then will call for a quick, exploratory chat to see if you may have a claim moving forward.
Free Initial Review
We look at your paperwork and explain, in plain English, whether your case appears to have an arguable basis. We'll tell you honestly if it doesn't.
Evidence & Complaint
If we proceed, and after your 14-day cooling-off period, we gather the right documents and put a clear, fact-specific complaint to the firm.
Outcome and Escalation
We keep you updated and, where suitable and with your agreement, escalate to the Financial Ombudsman Service (free to you). Using us doesn't make the firm or the Ombudsman act faster.
"We exist to help wealth-management clients who feel their adviser let them down — without overpromising, without pressure, and always with the free direct route on the table."
PLEASE NOTE — successful awards are paid directly to you. Our success fee is paid to us by bank transfer within 14 days of redress clearing in your account. There is never an upfront fee.
Firms we help with
"I had no idea I was owed anything until a friend mentioned Wealth Claims Bureau. Within four months I received £8,400 in PPI compensation. The team handled everything."
"After being mis-sold an investment bond that lost a third of its value, I was sceptical anyone could help. The team recovered £22,000 for me. Absolutely outstanding service."
"The process was completely stress-free. They kept me informed at every stage and I never had to chase them. I'd recommend Wealth Claims Bureau to anyone."
Plain-English Key Facts
Everything you need to decide if The Wealth Claims Bureau is the right choice.
- Wealth Claims Bureau operates under FRN 1036495
- You do not need us. Complain for free to the company
- Approximately 8–26 week process
- Simply provide suitability letter and proof of charges
- We review your case honestly before taking it on
- No win no fee system, then 15–20% plus VAT on cases
- 14 day cooling off period if required
- We promise no guarantees. It is case by case
Ready to Explore Your Claim?
You may already be entitled to a direct refund without needing a representative. We will explain the cost-benefit before you sign anything. If the direct refund is the better option for you, we will tell you so.
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