No cold calls — ever No upfront cost Compensation paid directly to you 14-day right to cancel FCA CMC authorisation pending
Pension Mis-Selling Claim
ACTIVE — FOS ROUTE

Custodian Wealth / Custodian SIPP — Pension Claim

Custodian Wealth operates Custodian SIPP, a platform-based pension wrapper. If you were transferred into a Custodian SIPP via unsuitable advice, FOS complaint routes are available.

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What Happened

Custodian Wealth operates the Custodian SIPP platform, a self-invested personal pension product available through IFA and platform channels. Custodian SIPP has faced complaint activity relating to the suitability of investments held within the SIPP wrapper and the due diligence conducted on the adviser networks and investments directed to the platform.

Which Claim Routes Apply

Route 1

Direct Complaint

A formal DISP complaint to Custodian Wealth is the required first step.

£150,000 cap (pre-Apr 2019)£455,000 cap (post-Apr 2019)
Route 2

FOS Escalation

The FOS has jurisdiction over complaints about Custodian SIPP operator failures.

£150,000 cap (pre-Apr 2019)£455,000 cap (post-Apr 2019)
⚠ Time Limit Warning — Act Now

The six-year FOS clock runs from the date of transfer. Act now to preserve your complaint rights. See redressadvisory.com/time-limits for the full limitation framework.

Frequently Asked Questions

What was my Custodian SIPP used to invest in?

Custodian SIPP is a platform wrapper that can hold a wide range of investments. Complaints typically arise where IFAs directed clients into non-standard, illiquid, or high-risk investments via the Custodian platform.

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No obligation · No upfront cost · We will never cold-call you

Redress Advisory Ltd is applying for authorisation as a Claims Management Company regulated by the Financial Conduct Authority. FCA reference: [to be confirmed on authorisation]. Company number: 17295681. Registered office: 20 Wenlock Road, London N1 7GU. You may complain directly to the FOS (0800 023 4567) or FSCS (0800 678 1100) free of charge. Legal references: Berkeley Burke v FOS [2018] EWHC 2878 · Adams v Options UK [2021] EWCA Civ 1188 · Fletcher v Options UK [2024] EWCA Civ 541.
Redress Advisory Ltd is applying for authorisation as a Claims Management Company. FCA reference number: [to be confirmed on authorisation]. Registered in England and Wales. Company number: 17295681. Registered office: 20 Wenlock Road, London N1 7GU.
Your rights and our fees — in plain English
You do not have to use us

You can complain directly to the firm, refer to the Financial Ombudsman Service or apply to the FSCS — all completely free. If you use the free routes, you keep 100% of any compensation.

Our fees — CMCOB 5.2 sliding scale, success only
Redress received Max % Max fee
Up to £1,49930%£420
£1,500–£9,99928%£2,500
£10,000–£24,99925%£5,000
£25,000–£49,99920%£7,500
£50,000 and above15%£10,000

Compensation is paid directly to you. We invoice after you receive your compensation. You pay nothing if unsuccessful. Source: FCA PS21/18 (Chapter 2, Table 1) & CMCOB 5.2. Excl. VAT.

Compensation is paid directly to you. We invoice after you receive your compensation. You pay nothing if unsuccessful. Source: FCA PS21/18 (Chapter 2, Table 1) and CMCOB 5.2. Excl. VAT.

14-day right to cancel

Cancel any agreement with us within 14 days of signing, without charge or obligation. No questions asked.

Unhappy with our service?

Contact complaints@redressadvisory.com. If unresolved, refer to the Financial Ombudsman Service free of charge within 6 months of our final response.