Berkeley Burke & Company Limited: Ombudsman complaint record
3 published Financial Ombudsman decisions. 67% of them went the complainant's way.
At a glance
| Decisions published | 3 |
|---|---|
| Upheld | 2 |
| Partially upheld | 0 |
| Not upheld | 1 |
| Uphold rate | 67% |
| Last 30 days | 1 |
| Last 12 months | 1 |
| First decision | 2013-09-30T00:00:00+00:00 |
| Most recent | 2026-06-30T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 2 | 1 | 0 | 1 | 50% |
| 2 | General financial advice | 1 | 1 | 0 | 0 | 100% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment | 2 | 1 | 0 | 1 | 50% |
| 2 | Pension | 1 | 1 | 0 | 0 | 100% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6410489 | 2026-06-30T00:00:00+00:00 | Berkeley, Burke & Company Limited | investment advisory services for a discretionary trust | Upheld |
| DRN-0664302 | 2013-11-05T00:00:00+00:00 | Berkeley Burke & Company Limited | pension | Upheld |
| DRN-4559368 | 2013-09-30T00:00:00+00:00 | Berkeley Burke & Company Limited | investment/unit-linked funds | Not upheld |