All claim types for Evelyn Partners Investment Management Services Limited
8 claim types appearing in Ombudsman decisions involving Evelyn Partners Investment Management Services Limited.
All claim types for Evelyn Partners Investment Management Services Limited
| # | 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% |