HOLISTIC PENSION TRANSFER SPECIALISTS LTD
Why can you claim for compensation or redress against Holistic Pension Transfer Specialists Ltd, trading as HPTS?
The Financial Services Compensation Scheme has declared Holistic Pension Transfer Specialists Ltd (FRN: 747407), trading as HPTS as failed as of 03/07/2024. The failure of HPTS is associated with multiple claims related to pension transfer advice. According to reports, the FSCS received 11 claims concerning the firm’s pension transfer advice practices. The specifics of these claims suggest that clients may have been advised to transfer their pensions into unsuitable or high-risk schemes, leading to financial losses.
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 08/07/2015.
According to the FCA Register the company has been authorised since 02/05/2017.
The firm is in an insolvency process.
Who was involved?
The following is a list of individuals who are currently or were previously involved in regulated activities at Holistic Pension Transfer Specialists Ltd, trading as HPTS
Current
Stephen Frederick Hardy
Previously
Stephen Frederick Hardy
Clare Louise Bruce
Catherine Naa Adoley pappoe
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 Holistic Pension Transfer Specialists Ltd, trading as HPTS
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 19/07/2024 from the following sources, FSCS Website, FCA Register, Companies House Register and is to our knowledge accurate as of that date.
Company background (public record)
The company was incorporated at Companies House on 8 July 2015 under company number 09677289. Its status at Companies House is recorded as dissolved.
Registered office: C/O Frp Advisory Trading Limited 2nd Floor, 110 Cannon Street, London, EC4N 6EU.
Nature of business (SIC): 66290.
Company timeline (public record)
Key dated events for this firm, drawn from public records. Each entry shows its source.
| Date | Event | Source |
|---|---|---|
| 08 Jul 2015 | Company incorporated | Companies House |
| 08 Jul 2015 | Stephen Frederick Hardy appointed director | Companies House |
| 08 Jul 2015 | Peter Hardy appointed secretary | Companies House |
| 27 Aug 2015 | Peter Hardy resigned as secretary | Companies House |
| 02 May 2017 | Stephen Frederick Hardy approved by the FCA at the firm | FCA Register |
| 17 Sep 2018 | Clare Louise Bruce approved by the FCA at the firm | FCA Register |
| 01 Aug 2019 | Clare Louise Bruce appointed director | Companies House |
| 08 Jul 2020 | Clare Louise Bruce resigned as director | Companies House |
| 02 Aug 2021 | Catherine Naa Adoley Pappoe approved by the FCA at the firm | FCA Register |
| 27 Jun 2023 | Company wound up (creditors’ voluntary liquidation) | Companies House |
| 27 Jun 2023 | Insolvency practitioner appointed: Anthony John Wright | Companies House |
| 27 Jun 2023 | Insolvency practitioner appointed: Alastair Massey | Companies House |
| 03 Jul 2024 | Declared in default by the FSCS | FSCS |
| 15 Feb 2025 | Company dissolved (creditors’ voluntary liquidation) | Companies House |
| 15 Feb 2025 | FCA status recorded as: No longer authorised | FCA Register |
Who was involved?
The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.
- Stephen Frederick Hardy. Listed on the FCA Register as having held CPD11 – Pension transfer specialist (from), CPD4 – Personal recommendation on retail investments (not broker funds) (from), CF30 Customer (02/05/2017 to 08/12/2019), CF11 Money Laundering Reporting (02/05/2017 to 08/12/2019) at the firm.
- Clare Louise Bruce. Listed on the FCA Register as having held CF30 Customer (17/09/2018 to 08/12/2019), [FCA CF] Manager of certification employee (02/08/2021 to 28/02/2023), [FCA CF] Functions requiring qualifications (09/12/2019 to 28/02/2023) at the firm.
- Catherine Naa Adoley Pappoe. Listed on the FCA Register as having held [FCA CF] Functions requiring qualifications (02/08/2021 to 08/09/2021) at the firm.
- Peter Hardy. Listed at Companies House as secretary (appointed 2015-07-08, resigned 2015-08-27).
Review page sources: FCA Register (FRN 747407) · Companies House (09677289) · FSCS. Public records, provided for transparency.
