Fairstone Wealth Management Limited: Ombudsman complaint record
6 published Financial Ombudsman decisions. 58% of them went the complainant's way.
At a glance
| Decisions published | 6 |
|---|---|
| Upheld | 3 |
| Partially upheld | 1 |
| Not upheld | 2 |
| Uphold rate | 58% |
| Last 30 days | 0 |
| Last 12 months | 2 |
| First decision | 2022-09-16T00:00:00+00:00 |
| Most recent | 2026-04-30T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 2 | 1 | 1 | 0 | 75% |
| 2 | Pension transfer advice | 2 | 0 | 0 | 2 | 0% |
| 3 | General financial advice | 1 | 1 | 0 | 0 | 100% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 4 | 1 | 1 | 2 | 38% |
| 2 | Investment | 1 | 1 | 0 | 0 | 100% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6329528 | 2026-04-30T00:00:00+00:00 | Fairstone Wealth Management Limited | pension | Upheld |
| DRN-6256963 | 2026-03-27T00:00:00+00:00 | Fairstone Wealth Management Limited | investment - enterprise investment scheme (EIS) portfolios | Upheld |
| DRN-5434818 | 2025-03-28T00:00:00+00:00 | Fairstone Wealth Management Limited | pension | Upheld |
| DRN-3675258 | 2023-02-27T00:00:00+00:00 | Fairstone Wealth Management Limited | pension | Not upheld |
| DRN-3816886 | 2023-02-08T00:00:00+00:00 | Fairstone Wealth Management Limited | pension | Not upheld |
| DRN-3687063 | 2022-09-16T00:00:00+00:00 | Fairstone Wealth Management Limited | pension | Partially upheld |