About Our Services

WealthGuard provides a structured, rigorous approach to determining if you have a claim and executing a strategy to increase your chances of getting your money back.

We will help you assess the situation under which your investment losses were realized, and if the financial institution has failed to comply with regulatory requirements or expectations, which could be characterized as mis-selling. Accordingly, we will recommend the best strategy to ensure that your complaint regarding investment losses is heard and taken seriously by the financial institution, increasing the chance of getting compensation.

To achieve this objective:

1. Comprehensive Case Assessment – We don't guess; we investigate. We begin by conducting a deep-dive interview and a thorough review of all relevant documents/information (please see FAQs) to assess the merits of your complaint and areas that we should focus on.

2. Strategic Correspondences and Advocacy – The biggest hurdle in investment recovery is the "paperwork wall." We will assist you in drafting a professional, evidence-backed complaint letter and any subsequent correspondence with the financial institution until a resolution is reached.

3. Escalation to Regulatory Bodies – If the financial institution refuses to acknowledge a valid claim, we don't stop there. We assist in raising the complaint in writing to the appropriate complaint resolution bodies or regulator, where required.