Fairstone Financial Management Limited: Ombudsman complaint record
39 published Financial Ombudsman decisions. 55% of them went the complainant's way.
At a glance
| Decisions published | 39 |
|---|---|
| Upheld | 17 |
| Partially upheld | 9 |
| Not upheld | 13 |
| Uphold rate | 55% |
| Last 30 days | 2 |
| Last 12 months | 4 |
| First decision | 2014-11-06T00:00:00+00:00 |
| Most recent | 2026-05-27T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension transfer advice | 14 | 9 | 2 | 3 | 71% |
| 2 | Investment mis-selling | 10 | 4 | 0 | 6 | 40% |
| 3 | Service failures generally | 5 | 1 | 3 | 1 | 50% |
| 4 | General financial advice | 3 | 1 | 1 | 1 | 50% |
| 5 | Motor finance commission (DCA) | 1 | 1 | 0 | 0 | 100% |
| 6 | ISA / savings administration | 1 | 0 | 1 | 0 | 50% |
| 7 | Irresponsible lending | 1 | 1 | 0 | 0 | 100% |
| 8 | Account administration errors | 1 | 0 | 0 | 1 | 0% |
| 9 | Mortgage advice complaints | 1 | 0 | 0 | 1 | 0% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 22 | 11 | 5 | 6 | 61% |
| 2 | Investment | 9 | 3 | 2 | 4 | 44% |
| 3 | Other regulated product | 4 | 2 | 0 | 2 | 50% |
| 4 | Mortgage | 3 | 1 | 1 | 1 | 50% |
| 5 | Life / income protection | 1 | 0 | 1 | 0 | 50% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6339933 | 2026-05-27T00:00:00+00:00 | Fairstone Financial Management Limited | financial planning and investment advice | Partially upheld |
| DRN-6368588 | 2026-05-22T00:00:00+00:00 | Fairstone Financial Management Limited | life insurance and income protection insurance | Partially upheld |
| DRN-5752645 | 2025-09-08T00:00:00+00:00 | Fairstone Financial Management Limited | mortgage | Partially upheld |
| DRN-5723552 | 2025-07-30T00:00:00+00:00 | Fairstone Financial Management Limited | pension | Upheld |
| DRN-5070451 | 2025-03-24T00:00:00+00:00 | Fairstone Financial Management Limited | investment advice / investment account | Upheld |
| DRN-5241145 | 2025-03-17T00:00:00+00:00 | Fairstone Financial Management Limited | insurance | Upheld |
| DRN-5101256 | 2025-01-10T00:00:00+00:00 | Fairstone Financial Management Limited | financial advice / ongoing advice service | Upheld |
| DRN-5193587 | 2024-12-06T00:00:00+00:00 | Fairstone Financial Management Limited | investment management / advisory | Not upheld |