Quick Claim Assessment
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Have you used St. James's Place in the last 12 years?
You may be due a refund or compensation worth thousands...
even if your investment has performed well
As advertised on
Have You Used St. James's Place Services?
If you’ve been a customer of St. James's Place since 2013, you might be owed a refund. St. James's Place has allocated £426 million for this purpose. Refunds could apply to various services, such as:
ISAs
Unit Trust
Pensions
Investment Bonds
How the Claiming Process Works
Lead Insight T/A Adviser Claim Helpdesk is a Claims Management Company (CMC). You do not have to use a Claims Management Company or Solicitor to pursue a claim. You can claim for free, without using a claims management company, first to the third party responsible or to the Financial Ombudsman Service/Financial Services Compensation Scheme.
If you choose to use a Claims Management Company or Solicitor and your claim is successful you will be charged a success fee.
Advisory Fees
St. James's Place has been charging customers an ongoing advice fee of about 0.5% yearly since 2013. For example, with a £200,000 pension, this fee would be around £1,000 each year. However, many customers didn't receive the advisory services they paid for.
Due to regulatory changes in 2012, these fees were bundled into an "all-inclusive" package, meaning you might have paid for services you didn’t get. If you’ve used their ISAs, pensions, or investment services, you could qualify for a refund.
How is Adviser Claim Helpdesk Paid?
Adviser Claim Helpdesk is a brand of Lead Insight Ltd who act as an introducer and help to connect you with trusted Service Providers, who are experienced in pursuing financial claims on behalf of consumers. When you submit an enquiry via our websites, your data will be securely transferred to a named Service Provider (as outlined in our Terns and Conditions). We get paid by the Service Providers we work with, but the payment we get will never make any difference to the service you receive.
What Charges Apply to 'No Win No Fee'?
How a Solicitor gets paid if a 'No Win No Fee' case is successful
If your Solicitor is successful in winning your claim, you will be awarded compensation and will then need to pay your Solicitor's fees as agreed upon. The fees can differ between companies so you should make sure to check the fee structure. At Adviser Claim Helpdesk our panel of Solicitor's will only take a case on and pursue a claim if it meets criteria.
Adviser Claim Helpdesk always assign a Solicitor you can trust for the complete process and they can guide you the best with your claim. At Adviser Claim Helpdesk, our Solicitor's work on a 'no win, no fee' basis. In UK we have the best expert Solicitor's aligned with us that helps the claimant make their informed choice.
Termination Fees
If you cancel your claim after 14 days the Solicitor reserves the right to charge you a termination fee.
Fee Table
| Redress Amount | Our Fee (40%) + VAT | Your Amount |
|---|---|---|
| £1,000 | £480 | £520 |
| £3,000 | £1,440 | £1,560 |
| £10,000 | £4,800 | £5,200 |
The above fee illustration is not to be taken as an estimate of the amount likely to be recovered for you.
No fees will be charged to you if your claim is unsuccessful.
Find Out If You Have A Claim
One of our panel will assess your claim. They will evaluate the details and determine the potential for success, providing you with a clear understanding of your options.
Start Your ClaimFrequently Asked Questions
Who is eligible to claim?
Anyone who used St. James's Place or Quilter's services in the last 10 years could be eligible. Over £12 million has already been refunded. This claim is about services you didn’t receive, regardless of your investment performance.
How much compensation will I get?
The amount varies based on your situation. St. James's Place has set aside £426 million for client refunds.
Do I need to provide any paperwork?
Not necessarily. Our partner's will gather all necessary documents from St. James's Place.
What happens after I submit my claim?
Our partner will handle all the paperwork and submit your claim to St. James's Place.
How long does it take?
The process can vary depending on the case. Ordinarily, the process will take 12 weeks, however if the case needs to be referred to The Financial Ombudsman Service, they aim to resolve most complaints within six months, although straightforward cases may be resolved more quickly.