Westbury Private Clients & Westbury SIPP Westbury Private Clients LLP was a wealth management firm that operated as a discretionary fund manager (DFM) for…
In the world of financial planning, few things are as critical as securing a comfortable retirement. There are multiple ways for the financial industry…
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You may be eligible to claim if…
You were advised to transfer away from a Final Salary Company Pension.
Your new pension was not compared to a low cost stakeholder pension.
You were advised to transfer to a Self-Invested Personal Pension (SIPP).
Your investments were in non standard assets.
You were not given annual reviews, ongoing support and projections.
You were transferred away from a pension that had a higher tax free cash limit.