FSCS in-default register

Hamilton Rose Wealth Management Ltd, trading as Athena Wealth, trading as www.theisaexpert.co.uk

Declared in default23 December 2021FRN 650305

What this means for you

Because Hamilton Rose Wealth Management Ltd, trading as Athena Wealth, trading as www.theisaexpert.co.uk has been declared in default, you can't complain via the Financial Ombudsman Service in the normal way. Instead, eligible customers can apply to the Financial Services Compensation Scheme for compensation.

Background

Hamilton Rose Wealth Management Ltd, which traded under the names Athena Wealth and www.theisaexpert.co.uk (FRN 650305), offered pension and investment products to UK customers. The Financial Services Compensation Scheme declared the firm in default on 23 December 2021. Eligible customers may recover up to £85,000 per product type under the FSCS compensation limits for investments and pensions.

Products this firm wrote

Pensions, Investments

How to claim

  1. Check you were a customer of this firm during the period it was regulated.
  2. Gather your policy / advice / contract paperwork — start with anything you have in writing.
  3. Identify your loss and the date it crystallised.
  4. Apply via the FSCS online claim portal at claims.fscs.org.uk.
  5. The FSCS investigation typically takes 6–18 months. They will assess eligibility, liability and quantum.