PFM Associates Limited: Ombudsman complaint record
3 published Financial Ombudsman decisions. 67% of them went the complainant's way.
At a glance
| Decisions published | 3 |
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| Upheld | 2 |
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| Partially upheld | 0 |
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| Not upheld | 1 |
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| Uphold rate | 67% |
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| Last 30 days | 1 |
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| Last 12 months | 1 |
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| First decision | 2015-11-26T00:00:00+00:00 |
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| Most recent | 2026-06-05T00:00:00+00:00 |
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See every claim type
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|
| 1 | Investment | 2 | 1 | 0 | 1 | 50% |
| 2 | Mortgage | 1 | 1 | 0 | 0 | 100% |
See every product
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|
| DRN-6383534 | 2026-06-05T00:00:00+00:00 | PFM Associates Limited | investment bonds / financial advice | Upheld |
| DRN-5946684 | 2017-09-22T00:00:00+00:00 | PFM Associates Limited | mortgage | Upheld |
| DRN-8087952 | 2015-11-26T00:00:00+00:00 | PFM Associates Limited | investment bonds, trusts, estate planning | Not upheld |