Perspective (South West) Limited: Ombudsman complaint record
2 published Financial Ombudsman decisions. 50% of them went the complainant's way.
At a glance
| Decisions published | 2 |
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| Upheld | 1 |
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| Partially upheld | 0 |
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| Not upheld | 1 |
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| Uphold rate | 50% |
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| Last 30 days | 1 |
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| Last 12 months | 2 |
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| First decision | 2026-05-13T00:00:00+00:00 |
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| Most recent | 2026-06-01T00:00:00+00:00 |
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Most common claim types
No decisions in this period.
See every claim type
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|
| 1 | Investment | 1 | 0 | 0 | 1 | 0% |
| 2 | Pension | 1 | 1 | 0 | 0 | 100% |
See every product
Recent decisions
| Reference | Date | Firm | Product | Outcome |
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| DRN-6342288 | 2026-06-01T00:00:00+00:00 | Perspective (South West) Limited | investment advice | Not upheld |
| DRN-6356025 | 2026-05-13T00:00:00+00:00 | Perspective (South West) Limited | pension and ISA | Upheld |