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Sarah Crowther
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Bennett Family
s3_analysis_recommendation
Compliance
4/12
Fact Find
20/100
Documents
8 on file
Meetings
1 to review
Households
/
Bennett Family
/
Documents
/
bennett-james-p11d.pdf
bennett-james-p11d.pdf
Bennett Family: bennett-james-p11d.pdf
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confidence 60%
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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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