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SUCCESSION WEALTH MANAGEMENT LIMITED: Ombudsman complaint record

10 published Financial Ombudsman decisions. 85% of them went the complainant's way.

At a glance

Decisions published10
Upheld8
Partially upheld1
Not upheld1
Uphold rate85%
Last 30 days0
Last 12 months10
First decision2025-10-03T00:00:00+00:00
Most recent2026-04-16T00:00:00+00:00

Most common claim types

#NameComplaintsUpheldPartially upheldNot upheldUphold rate
1Other regulated complaint6600100%
2Account administration errors1100100%
3General financial advice101050%
4Investment mis-selling10010%

See every claim type

Products complained about

#NameComplaintsUpheldPartially upheldNot upheldUphold rate
1Investment760186%
2Other regulated product1100100%
3Pension101050%

See every product

Recent decisions

ReferenceDateFirmProductOutcome
DRN-62951812026-04-16T00:00:00+00:00Succession Wealth Management Limitedwealth management / financial advisory servicesUpheld
DRN-61696862026-03-17T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDpensionPartially upheld
DRN-61574342026-02-18T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDinvestment portfolio (Investment Bond, Stocks and Shares ISAs, Cash ISAs)Not upheld
DRN-58595362025-10-03T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDfinancial advice / wealth managementUpheld
DRN-58594662025-10-03T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDfinancial advice / wealth managementUpheld
DRN-58595862025-10-03T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDfinancial advice / wealth managementUpheld
DRN-58593992025-10-03T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDwealth management / financial advisory servicesUpheld
DRN-58594982025-10-03T00:00:00+00:00SUCCESSION WEALTH MANAGEMENT LIMITEDwealth management / financial advisory servicesUpheld