• Rachael Panteney

Fraudsters - What are the warning signs?

Fraudsters are on the rise.

These criminals are often articulate and knowledgeable, using sophisticated techniques to impersonate companies and research their targets, making their scams look genuine. Typically, those over 65 with savings in excess of £10,000 are targets for fraud, but it can happen to anyone.

So with that in mind, and the fact that the 3 part slogans are all the thing now (stay alert, control the virus, and save lives) then use this as a guide to protect your finances.


Take a moment to pause and reflect before parting with your money


Question any suspicious motives using the tips below


Stay vigilant and report all suspicions to help keep yourself and others safe

What are the warning signs?

Unexpected contact, or repeated calls - If you get cold-called, the safest thing to do is to hang up. If you get unexpectedly contacted by email, it’s always best to simply ignore it.

Requesting your PIN or password - A genuine bank or organisation will never ask for these types of personal details. Never give them if prompted.

Requesting personal details or financial information - Never give them if it’s not for a service you want.

Exclusive offers - If you are told the offer is only available to you, or you are asked not to tell anyone else about the opportunity, this is a sign it’s not genuine. Do not engage in any further communication.

Unrecognisable email address - If you get an email, expand the pane at the top of the message and see exactly who it has come from. If it’s a scam, the email address of the sender may be filled with random numbers or be misspelled.

#staysafe doesn't just apply to your physical health, make sure you look after your money too.

Willow Tree Financial Services.

A6 Chaucer Business Park,

Dittons Road, Polegate.

East Sussex, UK.

BN26 6QH

01323 436680


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 

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Willow Tree Financial Services is a trading style of Rachael Panteney, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

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