Wealthify Limited: Ombudsman complaint record
9 published Financial Ombudsman decisions. 6% of them went the complainant's way.
At a glance
| Decisions published | 9 |
|---|---|
| Upheld | 0 |
| Partially upheld | 1 |
| Not upheld | 8 |
| Uphold rate | 6% |
| Last 30 days | 1 |
| Last 12 months | 2 |
| First decision | 2018-11-26T00:00:00+00:00 |
| Most recent | 2026-06-26T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 3 | 0 | 0 | 3 | 0% |
| 2 | Service failures generally | 2 | 0 | 0 | 2 | 0% |
| 3 | Account closure without notice | 1 | 0 | 0 | 1 | 0% |
| 4 | Credit file / adverse marker disputes | 1 | 0 | 0 | 1 | 0% |
| 5 | ISA / savings administration | 1 | 0 | 1 | 0 | 50% |
| 6 | Other regulated complaint | 1 | 0 | 0 | 1 | 0% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment | 6 | 0 | 1 | 5 | 8% |
| 2 | Savings / ISA | 2 | 0 | 0 | 2 | 0% |
| 3 | Pension | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6395927 | 2026-06-26T00:00:00+00:00 | Wealthify Limited | investment account | Not upheld |
| DRN-5832441 | 2026-03-16T00:00:00+00:00 | Wealthify Limited | investment account | Not upheld |
| DRN-5380889 | 2025-03-07T00:00:00+00:00 | Wealthify Limited | investment/savings | Not upheld |
| DRN-4906385 | 2024-12-20T00:00:00+00:00 | Wealthify Limited | Junior ISA (stocks and shares) | Partially upheld |
| DRN-4296912 | 2023-09-26T00:00:00+00:00 | Wealthify Limited | pension | Not upheld |
| DRN-4146244 | 2023-05-24T00:00:00+00:00 | Wealthify Limited | investment account | Not upheld |
| DRN-3639949 | 2022-12-12T00:00:00+00:00 | Wealthify Limited | stocks and shares ISA | Not upheld |
| DRN-3154811 | 2022-01-04T00:00:00+00:00 | Wealthify Limited | savings (ISA and Junior ISA) | Not upheld |