Columbia Threadneedle Investments Reviews 

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).

On-line chat very helpful and answered my queries easily and quickly.

The only complaint I have is that the info sent about my daughter's Children's Trust Fund didn't make it too clear that the account would no longer be visible to me in the app or online, once she turned 18. Even though I didn't want to do anything with the account, just see what it's value was so I could tell her on her birthday, as it was a significant part of her bday gifts, I was disappointed to not be able to show her the value. So she will need to create her own account and log in to see it, which sort of detracted from the idea of giving her the account as a gift on her bday itself.

They have a telephone and use it to speak with customers. They are always polite on the phone but always wanting feedback which feels like I'm being pestered. Never really had any challenging problems with CTN just straightforward transactions which have been fine. Not tested them under pressure.

Luke was able to answer my specific question and supplied all the detail that was required. He also offered further assistance if required.
Concise and straightforward .

Excellent live customer service on the website, answering every question thoroughly and promptly. No complaints.

Had some questions related to my son’s CTF fund which had recently matured. Chatted with Kayleigh and Jodie who were extremely helpful, courteous and friendly.

The customer service agent did not appreciate the situation I was facing. They resorted to quoting company procedure at me. They were unwilling to take the extra step of taking my problem and resolving it. It was not a difficult problem. It should have been a straight forward matter. I am really disappointed with the service I received from Columbia Threadneedle.