St James's Place (SJP) has been asked to pay a former client £200 in redress after "trouble and upset" the advice firm caused her when she decided to pull her investments from the organisation.
SJP allocated a new partner to look after Ms H's investments without giving her any notice. Ms H was unhappy with this, and decided to move her investments away from the business. SJP then took "some time"...
Hires Wellington Management
Introduces 'The Long Dog'
Continuing Square Mile’s series of informal interviews
Happy GDPR day