FSCS in-default register

ARLWM Ltd, trading as Montgomery Financial Consultants

Declared in default4 March 2020FRN 543372

What this means for you

Because ARLWM Ltd, trading as Montgomery Financial Consultants has been declared in default, you can't complain via the Financial Ombudsman Service in the normal way. Instead, eligible customers can apply to the Financial Services Compensation Scheme for compensation.

Background

ARLWM Ltd, which traded as Montgomery Financial Consultants (FRN 543372), provided pension advice, pension transfer services, and self-invested personal pension (SIPP) administration to its clients. The firm was declared in default by the Financial Services Compensation Scheme (FSCS) on 4 March 2020. Eligible customers may claim compensation of up to £85,000 per claim for pension-related losses.

Products this firm wrote

Pension advicePension transferSIPP administration

How to claim

  1. Check you were a customer of this firm during the period it was regulated.
  2. Gather your policy / advice / contract paperwork — start with anything you have in writing.
  3. Identify your loss and the date it crystallised.
  4. Apply via the FSCS online claim portal at claims.fscs.org.uk.
  5. The FSCS investigation typically takes 6–18 months. They will assess eligibility, liability and quantum.