Jarvis Investment Management Limited: Ombudsman complaint record
32 published Financial Ombudsman decisions. 28% of them went the complainant's way.
At a glance
| Decisions published | 32 |
|---|---|
| Upheld | 7 |
| Partially upheld | 4 |
| Not upheld | 21 |
| Uphold rate | 28% |
| Last 30 days | 1 |
| Last 12 months | 5 |
| First decision | 2013-06-06T00:00:00+00:00 |
| Most recent | 2026-07-01T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 9 | 3 | 1 | 5 | 39% |
| 2 | Account administration errors | 9 | 1 | 2 | 6 | 22% |
| 3 | Service failures generally | 6 | 2 | 1 | 3 | 42% |
| 4 | Pension transfer advice | 2 | 0 | 0 | 2 | 0% |
| 5 | Account closure without notice | 2 | 0 | 0 | 2 | 0% |
| 6 | Complaints handling failures | 1 | 1 | 0 | 0 | 100% |
| 7 | Irresponsible lending | 1 | 0 | 0 | 1 | 0% |
| 8 | ISA / savings administration | 1 | 0 | 0 | 1 | 0% |
| 9 | Motor insurance, total loss valuation | 1 | 0 | 0 | 1 | 0% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment | 27 | 7 | 3 | 17 | 32% |
| 2 | Pension | 4 | 0 | 1 | 3 | 12% |
| 3 | Savings / ISA | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6423650 | 2026-07-01T00:00:00+00:00 | Jarvis Investment Management Limited | investment account | Upheld |
| DRN-6242541 | 2026-03-25T00:00:00+00:00 | Jarvis Investment Management Limited | share dealing account / execution-only brokerage | Partially upheld |
| DRN-5724916 | 2026-03-20T00:00:00+00:00 | Jarvis Investment Management Limited | stockbroking services | Not upheld |
| DRN-5607517 | 2025-09-17T00:00:00+00:00 | Jarvis Investment Management Limited | stocks and shares ISA | Not upheld |
| DRN-5148180 | 2025-08-13T00:00:00+00:00 | Jarvis Investment Management Limited | execution only share dealing account | Not upheld |
| DRN-4936613 | 2025-03-07T00:00:00+00:00 | Jarvis Investment Management Limited | investment account | Not upheld |
| DRN-3745124 | 2025-01-10T00:00:00+00:00 | Jarvis Investment Management Limited | pension - self-invested personal pension (SIPP) | Not upheld |
| DRN-5026061 | 2025-01-08T00:00:00+00:00 | Jarvis Investment Management Limited | investment custody and share holdings | Not upheld |