Step 1
Complete our simple "Phoenix Life Investment" claim form above
Step 2
We'll give you a call to discuss your "Phoenix Life Investment" claim & to determine if you're eligible
Step 3
Receive pre-filled forms to sign and return to us
Step 4
Sit back and relax while we process your "Phoenix Life Investment" claim and retrieve your refund
Many customers may have been mis-sold their Investment by Phoenix Life, Investments such as PEPs, ISAs, OEICs, Bonds, UNIT TRUST, PIP & Portfolios. Phoenix Life may have misinformed customers about their Investment which were linked to the Stock Market & a majority of customers across the UK may have been put into the wrong risk category, putting more of their own money at risk.
When Phoenix Life sell an Investment they have certain rules that their advisor must abide by and if they did not follow these rules then you may be entitled to a claim.
If you feel that the Phoenix Life advisor gave you wrong Financial Advice with your Investment, start you claim by completing the form above.