Westminster Wealth Management LLP: Ombudsman complaint record

9 published Financial Ombudsman decisions. 22% of them went the complainant's way.

At a glance

Decisions published	9
Upheld	2
Partially upheld	0
Not upheld	7
Uphold rate	22%
Last 30 days	0
Last 12 months	3
First decision	2014-03-28T00:00:00+00:00
Most recent	2026-04-15T00:00:00+00:00

Most common claim types

#	Name	Complaints	Upheld	Partially upheld	Not upheld	Uphold rate
1	Investment mis-selling	4	0	0	4	0%
2	Pension transfer advice	3	1	0	2	33%
3	Service failures generally	1	1	0	0	100%

See every claim type

Products complained about

#	Name	Complaints	Upheld	Partially upheld	Not upheld	Uphold rate
1	Investment	5	1	0	4	20%
2	Pension	4	1	0	3	25%

See every product

Recent decisions

Reference	Date	Firm	Product	Outcome
DRN-6292446	2026-04-15T00:00:00+00:00	Westminster Wealth Management LLP	investment advice / investment portfolio management	Not upheld
DRN-6155392	2026-03-11T00:00:00+00:00	Westminster Wealth Management LLP	investment portfolio / financial advisory services	Not upheld
DRN-6155388	2026-03-11T00:00:00+00:00	Westminster Wealth Management LLP	investment portfolio / financial advisory services	Not upheld
DRN-3170307	2021-04-14T00:00:00+00:00	Westminster Wealth Management LLP	pension	Not upheld
DRN-9822141	2021-01-26T00:00:00+00:00	Westminster Wealth Management LLP	pension	Not upheld
DRN-7040024	2020-11-20T00:00:00+00:00	Westminster Wealth Management LLP	pension	Not upheld
DRN-3234581	2016-07-22T00:00:00+00:00	Westminster Wealth Management LLP	investment - unregulated collective investment scheme (UCIS)	Not upheld
DRN-2028795	2016-02-25T00:00:00+00:00	Westminster Wealth Management LLP	investment - Enterprise Investment Scheme (EIS)	Upheld