Philip J Milton & Company Plc: Ombudsman complaint record
4 published Financial Ombudsman decisions. 50% of them went the complainant's way.
At a glance
| Decisions published | 4 |
|---|---|
| Upheld | 2 |
| Partially upheld | 0 |
| Not upheld | 2 |
| Uphold rate | 50% |
| Last 30 days | 0 |
| Last 12 months | 1 |
| First decision | 2013-11-27T00:00:00+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 | 3 | 1 | 0 | 2 | 33% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment | 3 | 1 | 0 | 2 | 33% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6252879 | 2026-04-30T00:00:00+00:00 | Philip J Milton & Company Plc | stocks and shares ISA | Upheld |
| DRN-4581143 | 2024-05-22T00:00:00+00:00 | Philip J Milton & Company Plc | Stocks and Shares ISA | Not upheld |
| DRN-6738038 | 2016-03-03T00:00:00+00:00 | Philip J Milton & Company Plc | ISA (discretionarily managed) | Not upheld |
| DRN-0445269 | 2013-11-27T00:00:00+00:00 | Philip J Milton & Company Plc | investment portfolio / discretionary investment management | Upheld |