Fraud Prevention Service

Kim is a dentist based in Merseyside, and a long-term client of one our advisers, Martin Brown. Kim emailed Martin as he was about to receive the lump sum from his NHS pension and was looking to invest it. He was interested in a low risk, income producing asset and was keen to buy a UK Treasury Bond. He had received some details from a company that could arrange this investment and as they described it, there were “no fees as our commission is charged to the seller at a fixed rate of 1%”. The company had a fund fact sheet and a website that confirmed they were authorised by the FCA.