Review and Activity Report November 2019 - Private Client1

N/A

Mrs Miggins

New- new from door drop

Faye Howard

£ 1,000,000.00 75%

£ 750,000.00

follow up booked

31.12.19 Book

Mrs Miggins provided feedback to say she wanted to call and some advice, she has £2m in assets Mr Blobby had an adviser but was unhappy

meeting

Follow up on presentation

Mr Blobby

Rob Wood

presentat ion made 10.12.19

N/A

£4,000

50%

£2,000

£ £ £ £ £ £ £

£0

£ £ £ £ £ £

- - -

- - -

£ 1,004,000.00

£ 752,000.00

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