Jordan has been a client of SJP since 2015 when he invested into an ISA. In 2020 Jordan decided that he wished to remain a customer of SJP but no longer wanted to receive advice from them as he had to pay an annual charge to qualify for this service.

Jordan saw our online advertisement and contacted us asking if we could assist him regarding the charges he had been paying for his previous ongoing advice with SJP. We reviewed the service he had received and it was clear that he had not had a full review every year since 2015. This meant he had been paying for a service he was simply not receiving.

We sent our claim to SJP explaining why Jordan should receive a refund. After investigating the case SJP agreed with our findings and paid him £254. This was a refund of the charges he had paid in 2016 when he did not have a review with his adviser.