All claim types for 2 Plan Wealth Management Limited
9 claim types appearing in Ombudsman decisions involving 2 Plan Wealth Management Limited.
All claim types for 2 Plan Wealth Management Limited
| # | 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 | Account administration errors | 1 | 0 | 0 | 1 | 0% |
| 6 | Service failures generally | 1 | 1 | 0 | 0 | 100% |
| 7 | ISA / savings administration | 1 | 0 | 1 | 0 | 50% |
| 8 | Mortgage advice complaints | 1 | 0 | 0 | 1 | 0% |
| 9 | Motor finance commission (DCA) | 1 | 1 | 0 | 0 | 100% |