Need help with a Copia Wealth Management claim?

If you’re worried about losses from a transaction involving Copia Wealth Management and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

No win No Fee Means No Risk To You

Find out how much your claim could be worth with our No Win No Fee service.

We provide accurate claim valuations free of charge.

COPIA WEALTH MANAGEMENT – Liquidated 6th January 2021

Copia Wealth Management is now in liquidation due to pension mis-selling claims brought against them.

After an investigation, The Financial Ombudsman Service found that Copia Wealth Management had given a client unsuitable advice regarding the transfer of their pension.  The firm was advising clients to transfer their pension to a SIPP and then to put their money in high-risk investments.  Many clients lost money as a result.

Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.

Our success rate is between *57% and 84% on all Financial Services Claims involving companies like Copia Wealth Management

It takes less than a minute to find out if you’re eligible.
Find out if you’re eligible to claim here.

These figures are accurate as of 3rd April 2025. Our uphold rate with claims submitted to the Financial Services Compensation Scheme is 84% and our success rate with Direct Complaints against trading companies including escalations to the Financial Ombudsman Service are 57%.

Our Process for Making a Mis sold Claim

Initial Consultation

Initial Consultation

We”ll start a free consultation to understand your situation and help you decide on the best  course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

submit a claim

Submit a claim

We”ll formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

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We’ve successfully helped 1000s of people get the compensation they deserve. To find out if you’re eligible