R.A.M. Financial Services Limited:
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Investments that do not match the investors risk profile
We regularly see situations where investors wanted their investments managed with a low risk of loss but the adviser followed a higher risk strategy that went wrong.
Compensation calculations can be particularly complex where regular withdrawals have been made from the investment funds such as where a SIPP is in drawdown or where additional capital has been added.
OAC has advised on several cases and has devised techniques to cope where a full set of historic valuations cannot be provided.
Contact us to discuss how OAC can help you with your investment risk mismatch enquiry.