Hamilton Rose Wealth Management

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Background Information

Hamilton Rose Wealth Management are a firm of Financial Advisers who were authorised and regulated by the Financial Conduct Authority in February 2016, but have now applied to cancel their permissions. There is also an active proposal to strike off that has been lodged with Companies House.

The firm traded from Edwinstone, Nottinghamshire and provided financial advice to customers in relation to their savings and investments. However, it seems their advice was not always up to.

It has come to light that they have recommended clients to transfer their pensions into a Self-Invested Personal Pension (SIPP) and advised them to invest in high-risk investments such as Corporate Finance Bonds, Audley Funding and NQ Minerals. All of which have now ceased trading or are experiencing difficulties, meaning that their customers have, or are likely to, lose the majority of their life savings.

Hamilton Rose Wealth Management (trading as isaexpert.co.uk) also advised their clients to invest in ISAs that were managed by their parent company Clear Capital Management who offered a discretionary service to their clients, meaning the firm can pick and choose their client’s investments without the client’s permission. Clear Capital Management was dissolved in September 2021, it has come to light that they invested their client’s funds into high-risk investments, as mentioned above, which has led to substantial amounts of losses.

The Financial Services Compensation Scheme has confirmed that they will pay compensation on behalf of Hamilton Rose Wealth Management if it can be proven that they were negligent.

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