Top 5 tips to avoid scams

Following on from our latest article warning about the increased number of scams during lockdown – here are our 5 top tips to avoid scams.

  • Check who you are dealing with by using the FCA Register to search for the firm and check that they are regulated.
  • DO NOT accept any offers of financial reviews that come out of the blue OR from adverts on social media.
  • DO NOT open e mails from people who you don’t know and certainly DO NOT click any links in these e mails – ever!
  • DO NOT give your personal details to anyone who calls you that you don’t know – especially your bank details.
  • Please avoid any company which asks you to make a decision withing a certain timescale. i.e. you must decide now to qualify – this will definitely be a scam.

Stay safe.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

27.04.20

Latest data on customer complaints from the FCA.

The FCA have just released the latest data on customer complaints in financial services for 2019. Once again Financial Advisers were at the bottom of the complaints league table. Out of a total of over 128,000 complaints about companies, only 1020 were about investments and 1745 about pensions – that’s only 1.36%. The majority of complaints were stil...

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VF 23
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Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

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The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

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