Evelyn Partners Investment Management Services Limited: Ombudsman complaint record
22 published Financial Ombudsman decisions. 34% of them went the complainant's way.
At a glance
| Decisions published | 22 |
|---|---|
| Upheld | 7 |
| Partially upheld | 1 |
| Not upheld | 14 |
| Uphold rate | 34% |
| Last 30 days | 0 |
| Last 12 months | 8 |
| First decision | 2022-09-20T00:00:00+00:00 |
| Most recent | 2026-04-22T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Account administration errors | 4 | 3 | 0 | 1 | 75% |
| 2 | Pension transfer advice | 4 | 1 | 1 | 2 | 38% |
| 3 | ISA / savings administration | 3 | 1 | 0 | 2 | 33% |
| 4 | Investment mis-selling | 3 | 0 | 0 | 3 | 0% |
| 5 | General financial advice | 2 | 0 | 0 | 2 | 0% |
| 6 | Service failures generally | 2 | 2 | 0 | 0 | 100% |
| 7 | Card / payment disputes | 1 | 0 | 0 | 1 | 0% |
| 8 | Travel / life insurance claim disputes | 1 | 0 | 0 | 1 | 0% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 11 | 4 | 1 | 6 | 41% |
| 2 | Investment | 8 | 3 | 0 | 5 | 38% |
| 3 | Life / income protection | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6295150 | 2026-04-22T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | investment account | Not upheld |
| DRN-6199705 | 2026-04-14T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | investment account | Not upheld |
| DRN-6168820 | 2026-02-27T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | pension (SIPP) | Upheld |
| DRN-6177012 | 2026-02-25T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | investment management / ISA | Not upheld |
| DRN-6120908 | 2026-02-02T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | pension | Upheld |
| DRN-5974035 | 2026-01-28T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | pension | Not upheld |
| DRN-5733695 | 2025-11-07T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | pension | Not upheld |
| DRN-5321514 | 2025-06-23T00:00:00+00:00 | Evelyn Partners Investment Management Services Limited | investment service | Not upheld |