Claim Type: Financial Advisor Claim.

Do you want help investigating a claim involving Copia Wealth Management?

Are you concerned that you may have lost money in a transaction where Copia Wealth Management were involved and want to find out if or how you can make a claim?
Claims can be complex, our experts will investigate all the circumstances surrounding your dealings with Copia Wealth Management to establish, what has happened, who is at fault and how much compensation or financial redress you could be due.

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.

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Want to find out if you are eligible to claim due to mis-sold pensions and investments, financial mis-selling or mis-sold car finance and business energy? Get in touch with Claim My Loss now to get started!

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