Financial Ombudsman ServiceJun 17 2024

Fos finds Quilter AR gave ‘unsuitable advice’ to client

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Fos finds Quilter AR gave ‘unsuitable advice’ to client
The ombudsman decided to uphold Mrs B’s complaint due to her misclassification as a moderate investor (Photo: SHVETS production/Pexels)
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The Financial Ombudsman Service has upheld a decision against Quilter Financial Services after finding one of its appointed representatives gave unsuitable advice.

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Investments
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Quilter PLC
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