About us

We only specialise in helping clients who have losses involving investments or pensions.

CP Financial Claims specialise in helping clients who have suffered losses involving pensions or investments.

CP Financial Claims have represented thousands of clients since 2017. With an unparalleled knowledge of the pension and investment industry (many of our staff have worked in financial services) we are determined to help people reclaim losses incurred through no fault of their own. We have combined industry knowledge with a belief in unrivalled customer service making our approach unique within the industry. Our testimonials on trust pilot illustrate this. Since the company s inception we now have a team of highly experienced management team, well-trained underwriters and compassionate customer focused claims handlers. As a result of success we achieved a 89% uphold rate with the FSCS (the highest in the country) in 2023.

There has to be a lot of information on our site, due to nature of our profession. So please take your time and learn all there is to know about us. If you see something you don’t understand, or have any queries, please take a moment to contact us.

The Problem

Over recent years thousands of people have been given poor advice in relation to a range of financial services including pensions and investments with a common thread running through each claim. Self interest became more important than the long term financial future of their client. If this sounds familiar please contact us and you take the first steps to making a claim.

Our Approach Your Solution

We are forensic in our approach to managing your claim and with most claims we will already be aware of the circumstances that led up to your losses. We then simply couple a methodical intelligent approach with a friendly compassionate service. We are so confident of this approach we operate on a competitive, flexible terms basis

We keep it simple

Our team and their processes are highly systemised. Every client is treated as an individual, but we always stick to tried and tested processes and methods in recovering your losses.

Specialised knowledge

Our senior staff and directors have significant experience in the fields of investments and pensions and are always involved in designing the tactics which work so well for so many.

Teamwork

We work closely, as a team, to ensure that all areas of the business are connected and no individual or department is ever left unaware of critical intelligence that will assist our clients.

Research

The subjects that usually affect our clients are often detailed and complex. However, it is likely that we have successfully dealt with the exact same circumstances that are impacting you. In any case, we will always fully research any matter which is new to us, via a close scrutiny of the files of the firms involved.

We are not lawyers or litigators

Our firm has close ties to Barristers, but our core business is modelled in a way that is intended to avoid the risks, cost and timescales involved in court action.

We listen and respond

Customers have questions, we have answers. Most frequently asked questions are easy for us to answer, so don’t delay in sharing whatever is on your mind. If we talk, everybody benefits.

Request a no-obligation free initial consultation

Simply complete the short form below and a member of our expert financial claims team will call you to discuss how we can help prepare your case for compensation.





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It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.