A Claims Management Company

Mis-Sold investment - Roger Harris And Co

Latest Update: 21st August, 2018 (FSCS)

Case Points

Total amount invested


Why did people invest in it?

Greystone Wealth Management, a trading name of Roger Harris & Co., was founded in March 2000.

Why was it mis-selling?

In August 2018, the firm was declared to be in default by the FSCS. This paves the way for claims for compensation against the company to be made to the FSCS.

Potential value of cases



Greystone Wealth Management, formerly known as Roger Harris and Company and Roger Harris Ltd was founded in March 2000. Based in Altrincham, Cheshire, the firm offered financial advice-based services to their clients and were authorised by the FCA under FRN 143856.

In 2017, the firm filed their accounts as a dormant company. This was because in 2015, they had lost all FCA authorisation, and as such could not act any longer as a financial advice service. In July 2018, the firm was declared to be in default by the FSCS, meaning that clients could then submit claims for compensation to the FSCS.

You are likely to have a potential claim on the basis of advice from a regulated firm. The claim above is only an example of a potential claim. Each claim is judged on its individual merits and as such, we cannot guarantee that your individual claim will be successful or that you indeed may have grounds for a claim.

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