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Beaufort securities official complaints

Beaufort Securities hit with fresh wave of complaints

02/19/2018

A “steady stream” of complaints about Beaufort Securities has been rolling into the Financial Ombudsman Services, with a newly upheld complaint just published. The “troubled” investment portfolio manager has agreed with the watch-dog to restrict the activities of its DFM (portfolio management) business, and in 2017, Beaufort wrote to some clients to say that it … Continued

Apollo Pension & Investment Advisers asked to pay compensation to three clients over ‘unsuitable’ SIPP advice after Green Oil Plantations investments

01/25/2017

One such case involved the pension transfer of a man with degenerative neurological conditions, who later died. Regulated IFA, Apollo Pension & Investment Advisers has been asked by the Financial Ombudsman to pay out compensation regarding 3 cases where the FOS adjudicator decided that their pension advice was unsuitable. In each of the 3 Ombudsman … Continued

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