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2 Plan Wealth Management Limited
Financial Ombudsman decision DRN9697297 Upheld
Upheldoutcome, as published by the Ombudsman
£481redress stated in the decision
Mon Apr 27deadline 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
In the Ombudsman’s words
The broker introduced him to the scheme, promoted its benefits and gave him assurances about its safeguards.Product mis-sold
Source
This page summarises the Ombudsman’s published final decision. The document itself is the record: DRN9697297.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.