Claim Type: Financial Advisor Claim.

Do you want help investigating a claim involving J Monroe Ltd?

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

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.

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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!

News & Updates about J Monroe Ltd