• ABOUT US

WHO WE ARE

Aspire Business Management provides a service for mis-sold pensions, SIPP and cash investments by examining the advice and service provided by your Financial Adviser (FA) to discover whether you were correctly advised with regard to each specific transaction.

We discuss with and advise you as to whether you have a legitimate claim against your adviser and, if so, our services pertain to the recovery of the compensation on you behalf.

During the time in which we attempt to procure your compensation we will keep you fully updated throughout the process.

We will take action right away by contacting the individual or firm who gave you the advice about the transaction to acquire the required information. On receipt of a response we conduct an assessment as to whether the advice you received was appropriate.

OUR PROCESS

Our next step will be to assess the reasons why we feel you received bad advice using application forms in the prospect of claiming compensation for you. This will be discussed with you to ensure you are clearly informed.

If the individual or firm that offered you bad advice is still in business, we will make a complaint to them using their own internal complaints process. If they reply stating that they do not think that you have a legitimate claim, we will then issue your complaint to the Financial Ombudsman Service (FOS). The FOS will assign an individual arbitrator who will consider both your complaint and the individual or firm’s standpoint and if the FOS is in agreement that you have a valid claim then a compensation payment will be determined.

A potential claim can still be processed on your behalf if the Financial Adviser involved is no longer in business, through the Financial Services Compensation Scheme (FSCS).

Note that there is an established procedure in which compensation is remunerated and, for some particular claims, an actuary may be appointed to calculate the amount of your loss and the amount of compensation to which you are owed.

Step 1

Send us your:

Full Name

Email Address

Contact Number

Home Address

Step 2

We will then call you to explain your options and the process in more detail.

Step 3

You should read and sign the Claimant Forms or we can arrange for the forms to be sent to you.

Step 4

Once all information is received this will be sent to either the Financial Adviser, the Financial Ombudsman Service (FOS) or the Financial Services Compensation Scheme (FSCS).

Step 5

We will keep you updated with the claim, which may take up to 6 months for a decision to be made.

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