Financial Services Professionals
Clare has acted in claims both for and against IFAs; in particular, in claims involving advice given on mortgages, pension schemes and investment vehicles.
Notable instructions include:
- Acting for a company which specialised in providing advice and guidance to lending institutions on their compliance with financial regulation. The company was sued by a building society for £½ million arising out of what, the building society said, was an inadequate review of the sale of 4,000 life insurance policies.
- Acting for an IFA in a claim brought by high net worth individuals relating to investment products taken out over a period of 16 years which were alleged to be unsuitable for them and into which it was said that they were advised to enter for the sole purpose of the defendant obtaining commission.