Protect yourself from banking and HMRC scams
Unfortunately, financial fraud is a growing problem which everyone needs to take seriously
It’s not uncommon for your bank to try and contact you. But sometimes those emails and phone calls are just scammers using the trust you have in your bank to con you out of your money.
Many of us will have experienced a phone call claiming to be from your bank alerting you to a problem with your account. This will normally be something security related, such as telling you someone is accessing your account illegally, or has stolen your identity.
You can also be the target of an HM Revenue and Customs (HMRC) scam by email or phone, which attempts to obtain your personal and banking details by masquerading as official HMRC documentation, offering tax rebates and refunds.
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What to do if something goes wrong
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567