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Sarah Crowther
HP
Hawthorn Wealth Partners
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Bennett Family
Whitlow Family
Sutton Household
Harrison Household
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Sutton Household
Compliance
1 supervision item open
Compliance
1 supervision item open
Fact Find
60/100
Documents
1 on file
Meetings
today
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Recording consent for
Margaret Sutton
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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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