Bennett — initial advice (Sarah tapered AA + LISA-funded house plan)
In progressInitial Advice
Household
c302d0ba…Paraplanner
deffa5ef-750…
SoA in draft sections 1–5. Paraplanner review pending for sections 6–8 (cashflow + recommendations + costs).
Custodian Handoff · 0
Create application pack →No application packs yet. Create one once the SR is signed.
Activation
Go to activation →Activate once a custodian application is acknowledged.
Actions
Generate
Add artefact
Evidence
- Fact-find80/100
- Artefacts1
- Meetings1 total · 6 reviewed
Data Quality
Client declared6