Veste

Charteris Treasury Portfolio Managers Limited: Ombudsman complaint record

9 published Financial Ombudsman decisions. 22% of them went the complainant's way.

At a glance

Decisions published9
Upheld1
Partially upheld2
Not upheld6
Uphold rate22%
Last 30 days1
Last 12 months6
First decision2024-07-09T00:00:00+00:00
Most recent2026-06-23T00:00:00+00:00

Most common claim types

#NameComplaintsUpheldPartially upheldNot upheldUphold rate
1Investment mis-selling302133%
2Account administration errors20020%
3Service failures generally20020%
4General financial advice10010%
5Pension transfer advice1100100%

See every claim type

Products complained about

#NameComplaintsUpheldPartially upheldNot upheldUphold rate
1Investment602417%
2Pension310233%

See every product

Recent decisions

ReferenceDateFirmProductOutcome
DRN-64360662026-06-23T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedinvestment management (discretionary portfolio management) / offshore investment bondNot upheld
DRN-60503182025-12-31T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedinvestment management (discretionary portfolio management)Not upheld
DRN-60504242025-12-31T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedinvestment management (discretionary portfolio management)Not upheld
DRN-57464242025-08-11T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedpension - Self-Invested Personal Pension (SIPP)Not upheld
DRN-57464192025-08-11T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedinvestment management / discretionary portfolio managementNot upheld
DRN-57464212025-08-11T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedpension - Self-Invested Personal Pension (SIPP)Not upheld
DRN-52383492025-05-07T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedinvestment management / portfolio managementPartially upheld
DRN-52383562025-05-07T00:00:00+00:00Charteris Treasury Portfolio Managers Limitedinvestment management / portfolio managementPartially upheld