Need help with a claim involving Plan65 Limited

If you’re worried about losses from a transaction involving Plan65 Limited 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

If you don’t get paid, then you pay nothing. If you get paid, we take a pre-agreed percentage based on how much money you receive for your peace of mind.

Plan65 Limited

The regulated company that was Plan65 Limited (FRN) 573597 provided their client with pension advice. The company was also known as Davidson Rae Financial Management, Plan65 Limited Trading, and DK Consulting Limited.

After investigating, the Financial Ombudsman Service (FOS) came to the decision that the company had been providing its clients with advice relating to pension transfers that was not suitable. Clients were often introduced to Plan65 Limited through another company giving financial advice.

The company had been giving advice to its clients regarding purchasing properties overseas using their pension fund. However, Plan65 Limited states it only gave advice relating to the transfer of pension funds to self-invested personal pensions (SIPPs) and do not give advice pertaining to investing in properties overseas. The regulatory rules though are very strict and the FOS found that the advice the company was given wasn’t suitable.

Your Pension Transfer Claim

Anyone who has experienced something similar may be entitled to make a claim for compensation – even if they have been told that their case is time barred. Time barring only applies in those cases where a complaint was made more than six years after the sale and three years from the point where you should have become aware that there was a problem.

We are experts at dealing with cases like this which is why you should talk to one of our team of advisers. For no charge at all they can provide advice and guidance on how best to proceeding with your claim.

When it comes to Claims,
we won’t waste your time or ours.

This is why we have a 82%* success rate on submitted claims in similar circumstances to Plan65 Limited

*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

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

We will formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

Related News

Are you worried you could be worse off due to dealing with Plan65 Limited?

Request a call back

Layer 6

We’ve successfully helped 1000's of people get the compensation they deserve.

Find out if you’re eligible…