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St. James's Place Wealth Management Plc
Financial Ombudsman decision DRN-3199847 Not upheld
Not upheldoutcome, as published by the Ombudsman
—no sum stated
Wed Apr 13deadline to accept (not the decision date)
The Ombudsman does not print a decision date. The date above is the deadline the consumer was given to accept or reject the decision, which is set about a month after it was issued. It is reliable to the year, not to the month.
What this decision was about
Support for vulnerable customers
In the Ombudsman’s words
She doesn't believe information was passed on about her vulnerability, nor that she needed her savings for her retirement as well as ideally a bigger home for her and her children.Support for vulnerable customers
Source
This page summarises the Ombudsman’s published final decision. The document itself is the record: DRN-3199847.pdf on financial-ombudsman.org.uk.
The outcome shown is the Ombudsman’s own published classification, not our reading of the text. Nothing here is legal advice, and a decision concerns only the complaint it was made about.