Mrs A H Helensburgh

I was introduced to Chris by my local solicitor. During our meeting I explained how I had taken out an investment policy with my local bank several years ago. During that time I had received no on-going advice from the bank. Chris was able to inform me that the investment I had been advised to take out was inappropriate firstly because of my own tax position and also because they had invested some of my money into inappropriate funds. As a result Chris was able to liaise to the Bank on my behalf and I have received almost £20,000 in compensation. He is also in the process of recovering overpaid tax on my behalf from HMRC. I would have no hesitation in recommending Chris to my family or friends.

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