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Our investment approach

We listen to what you want from your investments and work with you to deliver it. Our bespoke personal service means that nearly every client portfolio is different.

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Our history

Our investment managers know their clients well and can always be called upon to provide unbiased advice based on a close and longstanding knowledge of their affairs.

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Our team

The team at Fiske are experts in their field and collectively we offer clients several hundred years of investment and operational experience.

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FAQ

Here are answers to questions often asked by our clients. Contact us on info@fiskeplc.com if you cannot find the information you need.

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How to avoid investment scams

We are pleased to offer these guidelines on how to avoid investment scams. If you have any concerns at all, please contact your investment manager.

As scammers become increasingly sophisticated it is vital that you are always vigilant before sharing any kind of personal information on-line or on the phone and that you make checks to ensure the provider of any product you intend to purchase is legitimate. This is particularly true of investment products, since they often involve large sums of money.

The FCA (Financial Conduct Authority), which regulates the financial services industry, has produced guidelines to help people avoid losing money to fraudsters. They summarise their approach with the phrase:

If it sounds too good to be true, it probably is

Here are the guidelines:

Reject unexpected offers

  • If you’re contacted out of the blue with an investment opportunity, it is probably very high risk or a scam.
  • Scammers usually cold call, although they may also contact you by email, social media, post or word-of-mouth.
  • If you receive a cold call the best thing to do is hang up. Ignore offers that arrive via email or text.

Know the other warning signs

  • Time pressure – the scammers may offer you a bonus or discount if you invest before a set date. They may say the offer is only available for a short period.
  • Fake reviews – you may see fake reviews or be told that other clients have invested or want to be in on the deal.
  • Unrealistic returns – fraudsters often promise tempting returns that sound too good to be true. Others offer realistic returns to try and look more legitimate.
  • False authority – you may see convincing literature and websites. Fraudsters may claim to be regulated or speak knowledgably about investment products.
  • Flattery – sometimes scammers will build a friendship with you to lull you into a false sense of security.
  • Remote access – fraudsters may pretend to help you and ask you to download software or an app so they can access your advice. This could let them access your bank account or make payments making your card.

Check if the firm is FCA-authorised

  • Almost all financial services firms are regulated by the FCA, if they are not, it is probably a scam.
  • You can check the Financial Services Register to see if a firm or individual is registered with the FCA. Always access the register through the FCA website. Do not use links in emails or on the website of the firm offering you the investment.
  • Check if the firm’s ‘firm reference number’ (FRN) and contact details are the same as on the Register.
  • If you use an unauthorised firm you will not have access to the Financial Ombudsman Service or the Financial Services Compensation Scheme (FSCS). If things go wrong you will not get your money back.

Check it is not a ‘clone firm’

In this common scam, the fraudster pretends to be a genuine firm (called a ‘clone firm’). Always use the contact details on the FCA Register, not the details the firm gives you.

If you are concerned that you have been contacted by someone pretending to be associated with Fiske please contact your investment manager.

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