Need help with a J Monroe Ltd claim?

If you’re worried about losses from a transaction involving J Monroe Ltd 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.

J Monroe Ltd, Trading As Compendium Wealth, Summit Wealth Management

Trading Styles

Trading Style Status Date
Compendium Wealth Trading from 05 Jun 2018
J Monroe Ltd Registered from 08 Jan 2018
Summit Wealth Management Trading from 09 Oct 2017

 

Why can you claim for compensation or redress against J Monroe Ltd, trading as Compendium Wealth, Summit Wealth Management

The Financial Services Compensation Scheme has declared J Monroe Ltd, trading as Compendium Wealth, Summit Wealth Management as failed as of 4th July 2024.

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 27/01date and dissolved on 26/09/2023.

According to the FCA Register the company has not been authorised since 06/08/2021.

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

Who was involved?

The following is a list of individuals who are currently or were previously involved in regulated activities at J Monroe Ltd, trading as Compendium Wealth, Summit Wealth Management.

Previous

Grant Douglas Larking
David Brett
Julian Kim Monroe

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 J Monroe Ltd, trading as Compendium Wealth, Summit Wealth Management

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.

We have an 82%* success rate on submitted claims involving J Monroe Ltd

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

82% Success rate is an accurate figure based on pension and investment related claims submitted and concluded between 1st December 2020 to 1st August 2024. 

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.

Are you worried you could be worse off due to dealing with J Monroe Ltd

Request a call back today!

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