Columbia Threadneedle Investments Reviews 157

Only clunky paper based investment switching for bare trusts, leaving you exposed to market movements caused by postal and processing delays and lags.

Charged so much in fees that even despite there horrible investments providing a small profit it was mostly snuffed. Highly doubt I will even get to see what left in there anyway as they require me to get a solicitor to handle sending them verified copies of identification documents before moving of the funds to me, like we are still banking in the 60s, something that would cost more than what is even left in the account. They did a great job at legally stealing from portion of the generation. Could have just put the money into the S&P when I was born and I would be doing great. 👍

Dealt with my queries very quickly and simply.

April perservered and helpful. thankyou.

Great communication as always. very helpful staff

I used the live chat and was very impressed with the customer service representative who answered by query quickly and understood exactly what I wanted to do.

DO NOT ALLOW THIS COMPANY TO MANAGE YOUR MONEY.
They mismanaged my money 2 weeks ago but despite them saying that they know it is entirely their fault, they have to “figure out exactly how it happened” before returning my investments. DESPICABLE, straight to the ombudsman on this. DO NOT USE.

*Updated after their reply.
Of course, nobody contacted me. I was told 10 days. It’s now 20. They admitted they made an error and have taken my savings and then can’t even be bothered with basic customer service. The first woman I spoke to behaved as though she would help and agreed it was urgent- the next day? Out of the office and not passed to anybody. 20 days and counting.

Terrible, untrustworthy and negligent.

For 5 months I have been trying to get Columbia Threadneedle to transfer a small account to my name from my father's name, as he died in September. I have sent in detailed paperwork multiple times. I had to get a Medallion Signature Guaranty on a transfer request form , which is difficult to do, but I did it. I then had to complete a lost certificate form which I have done twice, and each time they find meaningless tiny errors and require me to resubmit it-- which means a lot more effort, another FedEx charge, another trip to FedEx, all over an utterly meaningless item. I call and no one there seems to care in the least. They have said several times they will call me but they never do, The latest problem they discovered is that I don't have the stock certificate number for the lost certificate form. If I had the certificate number that probably means I have the certificate and would not need to file a lost certificate form-- this is the ultimate Catch 22. They also need to know the date my father bought this stock. He probably bought it 50 years ago and obviously there is no record of the exact date. I have given up now as I can't deal with these people any longer-- so they can keep the money. Columbia Threadneedle won this battle-- they made it so difficult I gave up and now they can keep the shares.

I had a very positive experience with Columbia Threadneedle Investments and would highly recommend their services.

From the outset, the team demonstrated a high level of professionalism and expertise. They replied quickly and dealt with questions with clarity, patience, and care.

It felt that the service was truly client-focused. They explained complex information in a way that was straightforward and easy to understand, never making me feel rushed or overlooked. It was clear that my best interests were their priority. They didn't try to sell me products but just provided information on what my options were.

Overall, the service I received was professional, understanding, and highly efficient.

Prompt reply initially and speedy follow -up answers to questions. Very quick resolution to requests.

Question answered very promptly relating to transfer of shares to my partner.

I made CT aware of a vulnerable customer and they walked me through step by step the vulnerable customer protocols to deliver a great outcome for myself and the person I am representing.

Had a very efficient and friendly service from Susan Harper in the retail escalations team in handling a complex case.

Very helpful live chat experience, polite and knowledgeable, came back to me with a precise and detailed answer very quickly.

I was helped with my query promptly and efficiently

Regular statements and informations

Easy and clear questions.

I have been with Columbia Threadneedle for many years and they have grown my investments there quite well (I suppose) but the interface does not make it easy to assess how well comparatively they were doing or their different trusts. No accessible charts or sufficient online information, all still brochure based, all still posted at relative expense. Nice people but becoming out of date

Have been investing with F&C for over 40 years when Michael Hart was the fund manager of F&C. I have always had good service from them. I had an inquiry recently and used the 'chat to us'. My inquiry was answered promptly and clearly by Luke.
I feel very comfortable that my money is with F&C (now Columbia Threadneedle).