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Were you advised by Fiduciary Wealth Management on a UK pension transfer?

Fiduciary Wealth Management operates across European expat corridors and the UAE. Route 4 civil litigation and Route 2 FOS are available for QROPS and offshore pension transfer claims.

Check Whether You Have a Claim Time Limits Guide
£28,000 Claim band from
7/10 Opportunity score
International / Expat Segment
Route 4 Primary route
Firm Assessment

● European Expat Corridors | UAE | QROPS & Offshore Structures | Active

What happened

Fiduciary Wealth Management is a financial planning firm in European expat corridors and the UAE, advising UK nationals on cross-border pension planning including QROPS and offshore bonds. The firm is still trading.

Route 4 civil litigation is the primary route, with Route 2 FOS assessed where UK FOS jurisdiction is established.

Who this affects

UK nationals in Europe or the UAE advised by Fiduciary Wealth Management on a UK pension transfer, QROPS arrangement, or offshore bond investment.

Claim Routes

Which Routes Apply to This Firm

Based on this firm's current regulatory status, the following routes are available. Primary route is listed first.

Route 4

Civil Litigation (Uncapped)

Uncapped civil court recovery where the SIPP operator, pension trustee, or other party bears legal responsibility. Pursued through our SRA-regulated solicitor partner panel. Fully uncapped under SRA Claims Management Fees Rules 2024 (Rule 2.6).

No cap. Civil courts can award the full value of your demonstrable financial loss. Legal basis: Berkeley Burke v FOS [2018], Adams v Carey Pensions (FSMA s.27), Fletcher v Options UK [2024] EWCA Civ 541.
Route 2

Financial Ombudsman Service (FOS)

Independent government-backed adjudication after the firm rejects or fails to respond within 8 weeks. Also available directly where FOS has established jurisdiction over an overseas-linked case.

FOS awards up to £455,000 (advice from 1 April 2019) or £200,000 (advice before 1 April 2019). Both limits rise annually with inflation.
Questions & Answers

Frequently Asked Questions

I only recently realised my transfer might have been unsuitable. Is it too late?
Probably not. The 3-year awareness clock means that if you became aware within the last three years, your claim is likely still within time.
What is a cross-border pension structure?
Cross-border structures — including QROPS and offshore bonds — carry specific tax and currency risks. Where they were recommended without adequate individual assessment, a suitability complaint is available.
Urgent — Act Promptly

Time Limits on Your Claim

Pension mis-selling claims are subject to strict DISP and Limitation Act time limits. Missing a deadline can permanently bar your right to compensation.

⚠ Do Not Delay

As the firm is still trading, all routes remain open. Standard civil limitation periods apply. View our time limits guide.

View the full time limits guide →

Start Your Free Claim Assessment

Our SRA-regulated solicitor partners assess every case individually — free of charge, with no obligation to proceed.

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Also Reviewing

Other Firms Under Assessment

Redress Advisory is reviewing pension transfer advice from a range of firms. If your adviser is listed below, a dedicated claim page is available.

Named firms with dedicated pages
Pembrokeshire Mortgage CentreActive Wealth (UK) LtdVintage Investment ServicesCeltic Wealth ManagementTenet GroupLighthouse Financial AdviceSt James's PlaceHolistic Pension Transfer SpecialistsWellington Court Financial ServicesGuinness Mahon Trust CorpPurely Pensions / Purely FinancialBrite Advisory GroupdeVere GroupAES InternationalChase BuchananGuardian Wealth ManagementHolborn Assets

Important Notice

Redress Advisory Ltd (Company No. 17295681) is a technology platform that provides case assessment and referral services. Redress Advisory is not a claims management company and is not regulated by the Financial Conduct Authority as such. All regulated claims management activity and legal work is carried out exclusively by our Operating SRA Partner (OSP) solicitor firms, each of which is independently authorised and regulated by the Solicitors Regulation Authority.

You do not need to use Redress Advisory or a solicitor to pursue a pension mis-selling complaint. You can complain directly to the financial firm, escalate to the Financial Ombudsman Service (FOS), or apply to the Financial Services Compensation Scheme (FSCS) yourself, free of charge. If you instruct a solicitor through our OSP partner panel, their fees will reduce any compensation you receive.

The information on this page is for general informational and educational purposes only. It does not constitute legal, financial, or regulated advice of any kind. Individual outcomes depend on the specific facts of each case.

FOS: 0800 023 4567  |  FSCS: 0800 678 1100  |  FCA Register: register.fca.org.uk