Morgan Williams IFA Daniel Williams and his colleagues have helped several clients who had a close shave with scammers offering them the Covid-19 vaccine.
Williams (pictured) told Professional Adviser that two of his clients came close to losing money after they received texts offering them a chance to get the vaccine. One client got as far as filling out bank details before contacting Williams. Luckily the IFA managed to stop them from supplying more information. "I obviously told them it was a scam and we set out an action plan for them," Williams said. "This included signing up to a credit monitoring site, the telephone preference service and ensuring they are guarded on any incoming calls or letters. "My other client saw it [the ...
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