• Rachael Panteney

When Did You last PROPERLY Check Your Bank Statements?

Since most of us get internet bank statements now, I'm guessing the answer is "not recently" or maybe even "never"!


I was going through a clients bank statements recently and noticed 2 direct debits for home insurance - one considerably more than the other.


I asked him about it, and he said he had changed provider a couple of years ago as his renewal quote on his old insurer was a lot higher.


Except, he hadn't actually cancelled the old one, and had been paying both FOR OVER TWO YEARS.


Because he didn't check his statements, he hadn't noticed.


Luckily, this story has a happy ending. We contacted his old insurer and by evidencing that he had been paying both policies for the last 2 years, they accepted that he meant to cancel and gave him a refund of his premiums.


Moral of the story: Keep a regular eye on those bank statements to make sure the same doesn't happen to you.


Rachael Panteney

Financial Adviser

Willow Tree Financial Services

01323 436680

rachael@willowtree-fs.co.uk

Willow Tree Financial Services.

A6 Chaucer Business Park,

Dittons Road, Polegate.

East Sussex, UK.

BN26 6QH

01323 436680

rachael@willowtree-fs.co.uk

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. 
 

The Financial Conduct Authority does not regulate Will Writing & Estate Planning.

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.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Privacy Policy

© 2020 by Willow Tree Financial Services. Proudly created by AMME.

Image Disclaimer: All images shown are for illustration purposes only and are not pictures of actual clients.

For reliable financial advice that is accessible to everyone; from mortgages to pensions, and everything in between.

 

We pride ourselves on our friendly and professional service and use our extensive market knowledge and experience to deliver a client-first approach, as standard.

Clicking the links below will depart you from the regulatory site of Willow Tree Financial Services. Neither Willow Tree Financial Services nor Quilter is responsible for the accuracy of the information contained within the linked site.

  • Facebook - White Circle
  • Instagram - White Circle