2 Plan Wealth Management Limited: Ombudsman complaint record
26 published Financial Ombudsman decisions. 33% of them went the complainant's way.
At a glance
| Decisions published | 26 |
|---|---|
| Upheld | 7 |
| Partially upheld | 3 |
| Not upheld | 16 |
| Uphold rate | 33% |
| Last 30 days | 0 |
| Last 12 months | 5 |
| First decision | 2013-05-29T00:00:00+00:00 |
| Most recent | 2026-05-12T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 8 | 3 | 1 | 4 | 44% |
| 2 | Pension transfer advice | 6 | 1 | 1 | 4 | 25% |
| 3 | General financial advice | 3 | 0 | 0 | 3 | 0% |
| 4 | Fraud reimbursement (APP scams) | 2 | 1 | 0 | 1 | 50% |
| 5 | Unknown / needs review | 1 | 0 | 0 | 1 | 0% |
| 6 | Account administration errors | 1 | 0 | 0 | 1 | 0% |
| 7 | Service failures generally | 1 | 1 | 0 | 0 | 100% |
| 8 | ISA / savings administration | 1 | 0 | 1 | 0 | 50% |
| 9 | Mortgage advice complaints | 1 | 0 | 0 | 1 | 0% |
| 10 | Motor finance commission (DCA) | 1 | 1 | 0 | 0 | 100% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 14 | 6 | 2 | 6 | 50% |
| 2 | Investment | 6 | 0 | 1 | 5 | 8% |
| 3 | Mortgage | 3 | 1 | 0 | 2 | 33% |
| 4 | Life / income protection | 2 | 0 | 0 | 2 | 0% |
| 5 | Current account | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6334630 | 2026-05-12T00:00:00+00:00 | 2 Plan Wealth Management Limited | Financial advisory services / Wealth management | Not upheld |
| DRN-6099130 | 2026-01-23T00:00:00+00:00 | 2 Plan Wealth Management Limited | pension (SIPP - Self-Invested Personal Pension) | Upheld |
| DRN-6099440 | 2026-01-23T00:00:00+00:00 | 2 Plan Wealth Management Limited | pension (SIPP - Self-Invested Personal Pension) | Upheld |
| DRN-5741142 | 2025-09-18T00:00:00+00:00 | 2 Plan Wealth Management Limited | investment advice (ISA, GIA, pension) | Not upheld |
| DRN-5110105 | 2025-08-01T00:00:00+00:00 | 2 Plan Wealth Management Limited | investment bond (offshore) | Not upheld |
| DRN-5243114 | 2025-01-22T00:00:00+00:00 | 2 Plan Wealth Management Limited | mortgage | Not upheld |
| DRN-4788610 | 2024-08-30T00:00:00+00:00 | 2 Plan Wealth Management Limited | financial advice - annuity | Not upheld |
| DRN-4612869 | 2024-02-09T00:00:00+00:00 | 2 Plan Wealth Management Limited | investment management / discretionary managed portfolio | Partially upheld |