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Sarah Crowther
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active
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resolved
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Type
Household
Review due
Flagged
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active
life event
c302d0ba…
19/06/2026
05/06/2026
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Resolve
active
health
686e4d25…
29/05/2026
05/06/2026
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Resolve
DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
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