JM Independent Financial Advisers Ltd: Ombudsman complaint record
4 published Financial Ombudsman decisions. 25% of them went the complainant's way.
At a glance
| Decisions published | 4 |
|---|---|
| Upheld | 1 |
| Partially upheld | 0 |
| Not upheld | 3 |
| Uphold rate | 25% |
| Last 30 days | 1 |
| Last 12 months | 1 |
| First decision | 2020-03-11T00:00:00+00:00 |
| Most recent | 2026-06-05T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension transfer advice | 3 | 1 | 0 | 2 | 33% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 3 | 1 | 0 | 2 | 33% |
| 2 | Investment | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6404443 | 2026-06-05T00:00:00+00:00 | JM Independent Financial Advisers Ltd | financial advice services, pensions, savings, investments | Not upheld |
| DRN-4430220 | 2024-03-28T00:00:00+00:00 | JM Independent Financial Advisers Ltd | pension | Upheld |
| DRN-4430208 | 2024-03-28T00:00:00+00:00 | JM Independent Financial Advisers Ltd | pension | Not upheld |
| DRN-0762084 | 2020-03-11T00:00:00+00:00 | JM Independent Financial Advisers Ltd | pension | Not upheld |