Claim Type: Financial Advisor Claim.

Do you want help investigating a claim involving Help Financial Ltd?

Are you concerned that you may have lost money in a transaction where Help Financial Ltd 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 Help Financial Ltd to establish, what has happened, who is at fault and how much compensation or financial redress you could be due.

Trading Styles:

Why can you claim for compensation or redress against Help Financial Ltd, formerly Sterling Wealth Ltd, A I Financial Management Ltd

The Financial Services Compensation Scheme has declared Help Financial Ltd, formerly Sterling Wealth Ltd, A I Financial Management Ltd as failed as of 31st March 2023

This firm is no longer trading, so you may be able to make a claim against it.

Background

Companies House show the Company was incorporated on 1st May 2014.

The company is in an insolvency process.

According to the FCA Register the company has been authorised since 04/02/2015.

This company is associated with claims for pension transfer advice and SIPP transfer advice.

Who was involved?

The following is a list of individuals who are currently or were previously involved in regulated activities at Help Financial Ltd, formerly Sterling Wealth Ltd, A I Financial Management Ltd

Paul Howarth, Robert Colin, Jonathan Hall, Aiden Upton, Suzanne Porter, Ian McCue, Andrew Kirby, Antony Ioannides, John Dixon, Daniel Armitage, Daren Evans, Stuart Porter, Paul Briggs, Elizabeth O’Shea and Kevin McKenna

Appointed Representatives and Agents

The following is a list of Appointed Representative currently or previously connected with this firm. In each case, the principal was responsible for the regulated activities carried out on its behalf by its appointed representatives during the dates shown as Effective from and Effective to (when the relationship ended). An agent or Appointed Representative may act of behalf of more than one principal firm.

 

Conviction Wealth Management 05/05/2021 until 19/04/2022
Dubrovnik Solutions Ltd 20/03/2015 until 27/03/2015
Excel Wealth Management Ltd 05/06/2017 until 09/09/2022
Flourish (Ltd).Ltd 10/11/2016 until 03/10/2017
Periscope Wealth Ltd 31/10/2016 until 01/06/2022
PH7 Wealth Management Ltd 27/06/2016 until 31/01/2020

How can we help?

We have helped thousands of customers on a no-win no-fee basis get the compensation and justice they deserve when making claim against regulated companies like Help Financial Ltd, formerly Sterling Wealth Ltd, A I Financial Management Ltd

How does it work?

The first step is a free no-obligation consultation, you can learn more about services on our making a claim page.

Once we have assessed your claim, if we believe you are due compensation then we will help you build the best possible complaint by launching a full investigation, gathering evidenced from all the relevant parties to package your claim and submit to the Financial Services Compensation Scheme. We will argue your case to ensure you receive the maximum amount of compensation available to you.

Seek Claim Advice Today

We offer an expert pension consulting service. One of our experts will be able to talk through your options and tell you what the best option for you is. If you do decide to use our services, then know that our fees are very reasonable. However, you need to act fast as there may be time-barring restrictions in place.

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.

NB: Information for this page was gathered on 17/04/2024 from the following sources, FSCS Website, FCA Register, Companies House Register and is too our knowledge accurate as of that date.

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Have you received improper financial advice, lost money in an investment / pension or had bad advice from an IFA? You may be eligible to make a substantial claim. Get in touch with Claim My Loss now to get started!

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