Veste

Progeny Wealth Limited: Ombudsman complaint record

6 published Financial Ombudsman decisions. 42% of them went the complainant's way.

At a glance

Decisions published6
Upheld1
Partially upheld3
Not upheld2
Uphold rate42%
Last 30 days1
Last 12 months3
First decision2022-06-30T00:00:00+00:00
Most recent2026-06-10T00:00:00+00:00

Most common claim types

#NameComplaintsUpheldPartially upheldNot upheldUphold rate
1General financial advice202050%
2Investment mis-selling10010%
3Pension transfer advice10010%
4Service failures generally1100100%

See every claim type

Products complained about

#NameComplaintsUpheldPartially upheldNot upheldUphold rate
1Pension512240%
2Investment101050%

See every product

Recent decisions

ReferenceDateFirmProductOutcome
DRN-63849882026-06-10T00:00:00+00:00Progeny Wealth Limitedinvestment bondPartially upheld
DRN-55250552025-07-04T00:00:00+00:00Progeny Wealth LimitedpensionPartially upheld
DRN-55251002025-07-04T00:00:00+00:00Progeny Wealth LimitedpensionPartially upheld
DRN-50530072024-09-30T00:00:00+00:00Progeny Wealth Limitedpension and investment portfolio managementUpheld
DRN-46622332024-04-12T00:00:00+00:00Progeny Wealth LimitedpensionNot upheld
DRN-32216202022-06-30T00:00:00+00:00Progeny Wealth LimitedpensionNot upheld