s3_analysis_recommendation

Bennett Family: bennett-discovery.wav

awaiting review1 vulnerability flag4 accepted1 rejected

Vulnerability flags

“The mortgage payments are getting heavier with rates where they are. It's a stress.”

lowFinancial stressclient_sarah

Self-reported financial pressure around mortgage payments; not a vulnerability per FG21/1 today but flagged for monitoring on next review.

Joint gross annual income

household.joint_income_gross_annual

extracted

£2,150.00

suggested

highaccepted

Sarah — adjusted income (tapered AA driver)

fact_find_members.sarah.adjusted_income

extracted

£2,100.00

suggested

highaccepted

Sarah LISA — intent to fund fully for first-home deposit

fact_find_goals.lisa_topup.intent

extracted

[object Object]

suggested

highaccepted

Tom — potential private-school planning option

fact_find_goals.education_planning.tom_private_school

extracted

[object Object]

suggested

mediumaccepted

Holiday home — proposed BTL acquisition

fact_find_goals.holiday_home_purchase

extracted

[object Object]

suggested

lowrejected

j/k move · a accept · r reject · ⏎ apply

4 accepted, ready to apply

Transcript

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