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Missold endowment

I'm not sure how to go about this, I don't know who it was that sold us the endowment does anyone know how I can find out as I think it was an independant financial advisor. We have have the endowment for over six years is it worth claiming????????
Would be grateful for any answers to my questions.
Thanks

Comments

  • Chargem
    Chargem Posts: 69 Forumite
    Ninth Anniversary Combo Breaker
    Why do you think you were missold it?
  • dunstonh
    dunstonh Posts: 121,111 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    We have have the endowment for over six years is it worth claiming????????

    The last endowment available in the mainstream was 2003. So, it must be well over 6 years.
    I don't know who it was that sold us the endowment does anyone know how I can find out as I think it was an independant financial advisor.

    if you dont know who it was, then how do you know it was mis-sold? More importantly, what complaint reasons can you give?

    You can ask the provider who the adviser was. You should also ask them if you are timebarred as over 3/4 of endowments are timebarred from complaint now.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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