1 reviews | Active since Nov 2013
Nedbank Financial Planners - Appalling
<p>I have had 3 investments with Old Mutual through Nedbank for 3 years. my financial planner has been changed 3 times and with no notification sent to me.</p> <p> </p> <p>In January 2016, I contacted Nedbank once more to discuss the 3 investments held and set up a meeting with my FP to discuss alternatives, to stay in those funds etc or change funds, etc.</p> <p> </p> <p>i am based in Mayfair and my FP in Bryanston - he insisted i come out to Bryanston to meet him despite the fact that i have met other planners at Killarney Relationship Centre which serves as a halfway point for me and the FP.</p> <p> </p> <p>Oliver Kayser refused to meet me and offered to p*** on my portfolio to a Killarney based FP as he is a commission earner and doesnt have time to meet me.</p> <p> </p> <p>This is appalling - all FP come out to meet their clients at their premises. Firstly, no one informs client of ever changing FP. second, when one tries to set up a meeting and be courteous and considerate to meet halfway it isn't good enough. And thirdly, it is not my problem if you are a commission earner. Part of the job description is to meet clients, discuss performance and on a way forward.</p> <p> </p> <p>i find hid mannerism unprofessional, his disinterest appalling and so i withdrew all 3 investments from OM/Nedbank and moved forward.</p>
We are sorry about the trouble you are experiencing. We at Nedbank strive to make great banking happen for our clients. One of our resolution managers will contact you shortly to help resolve your complaint.
Kind regards
Client Experience Team
We are sorry about the trouble you are experiencing. We at Nedbank strive to make great banking happen for our clients. One of our resolution managers will contact you shortly to help resolve your complaint.
Kind regards
Client Experience Team
