Protect Yourself from Bogus IFA Firms

Protect Yourself from Bogus IFA Firms.

Today has brought news of yet yet another report of a financial adviser being ‘cloned’ and people being targeted for fraudulent investments.

In York, a firm called G & E wealth Management has been cloned, with fraudsters launching a fraudulent, appearing a legitimate website for the firm of the same name and even using email addresses of staff to make it appear legitimate.

What happened then is that the fraudsters made ‘high pressure’ cold calls to potential clients urging people to invest quickly.

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Safeguards to prevent fraud when dealing with us.

1. We never call to urge you to invest over the telephone.
2. You will only invest once you have received an email quoting our fees and then a full written quotation to sign.
3. All investment cheques are payable to the named, branded, investment company.
4. If in doubt, call the number published on this, our main website only.  If you are given 08 numbers or others, simply double check with us.
5. Call Joanne Roberts’s or Ashley Clark’s mobile number (if you are a client you will already have these).