Need help with a KBW Associates claim?

If you’re worried about losses from a transaction involving KBW Associates 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.

KBW Associates Ltd was placed into liquidation in November 2018.

The information on the company’s website stated that it provided its clients with a personal and tailored managed service for trading accounts, as well as providing an advised service.

Closure Of Fund Management Services

This follows a series of other liquidations, which included companies like Beaufort Securities, Full Circle Asset Management (FCAM), Horizon Stockbroking, and Greyfriars. All of these companies offered discretionary fund management (DFM) services.

Claim Compensation

Anyone that put funds into any of KWB’s products, like self-invested personal pensions (SIPPs), options, futures, foreign exchange, equities, or contracts for difference (CFD), and lost money as a result, then you need to act now. You should do this even if it is the case that you’ve already sent a complaint to the Financial Ombudsman Service to review.

Our expertise lies in reviewing cases like yours and then progressing claims for compensation. We do this on a no-win, no-fee basis. If it ever happens that your case cannot be progressed, we will make you aware of this and close it down for you at no charge.

As part of our investigation, we might find that the product(s) sold to you was only suitable for high-net-worth individuals or sophisticated investors and, so, was missold to you.

You should contact us right away to talk through your case and if we find it to be true that KBW Associates didn’t adhere to the required regulations and rules, then you might be able to claim compensation.

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.

We have an 82%* success rate on submitted claims involving KBW Associates

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 KBW Associates

Request a call back today!

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