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Sarah Crowther
WO
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Harrison Household
s7_ongoing_review
Compliance
4/6
Fact Find
0/100
Documents
2 on file
Meetings
today
Assets
No assets recorded yet.
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Asset type
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Cash ISA
Stocks & Shares ISA
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Investment (GIA)
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DC pension
DB pension
Main residence
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Business interest
Other
Status
Existing
Recommended
To liquidate
Provider
Platform
ISIN
Account / policy reference
Current value (£)
Valued at (date)
Purchase price (£)
Acquisition date
Ownership
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Client 1 (sole)
Client 2 (sole)
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Regular contribution (£)
Contribution frequency
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Employer contribution (£)
Description / notes
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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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