Advisers need to tread carefully if helping clients with potential misselling claims, to avoid straying into regulated claims management activities.
Advisers may want to help clients with investment claims, but with the law changing there could be serious implications for those who do so.

Stephen is a partner in the financial services litigation team at Clarke Willmott. 

He specialises in professional negligence disputes involving financial product misselling and investment mismanagement, commercial disputes between financial services firms, and regulatory disputes. Stephen also acts in pensions disputes, with particular expertise in ill-health retirement matters. He works with private clients, advisers, networks and pension trustees.