Clients

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Client ID Name AuM Client Status Stage Status Review Status Fact Find Status Age Phone Email
1001 John Smith £100,000,000 Active Prospect 35 07912 345678 john@abc.com
1002 Sarah Jones £1,000 Active Onboarding Review Due Scheduled 28 07912 345679 sarah@xyz.com
1003 David Brown £123,456 Active Advice In Progress Review Due Scheduled 45 07912 345680 david@brown.com
1004 Emma Wilson £789,012 Active Advice In Progress Review Due Scheduled 32 07912 345681 emma@wilson.co.uk
1005 Michael Taylor £1,000,000 Active FF Complete Review Due Completed 50 07912 345682 michael@taylor.com
1006 Olivia White £500,000 Active Suitability Report Review Due Completed 38 07912 345683 olivia@white.com
1007 James Green £250,000 Active Complete Review Due Completed 42 07912 345684 james@green.com
1008 Sophia Clark Clark Partners Archived Withdrawn 45 07912 345685 sophia@clark.com