Catfish blocked: Adviser spots romance scam after client asked to print off 'US marriage contract'

£3.5k lost

Sophie King
clock • 7 min read

Morgan & Williams financial adviser Daniel Williams managed to stop his client from 'marrying' someone he had met online after the client asked to print off his so-called 'marriage certificate' at his offices.

Last week (April 7), Williams, who is part of the Personal Finance Society's (PFS) ScamSmart initiative, was approached by a longstanding client of his firm, who asked if they could print a form off for him because he did not have a printer at home. Nobody was in the office, however, and Williams offered to print it out himself, providing the client emailed the document over. The client agreed but asked Williams to promise him he would not look at the document. Of course, the adviser said he would not. However, after gently nudging his client, Williams was told that he was in fact bei...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

From the annual review to the 'always on' adviser/client relationship

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

Tessa Lee
clock 28 July 2026 • 4 min read
Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read
Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read