Fact Find

Market: Panel
Lead Source: Graham has leads for Guy and increasing marketing with Guy onboard. Guy has been an advisor for 3 years so will have a client bank that will locate him after move. Also Guy will be self promoting through hudson rose
Additional Licences: mortgage, protection and GI
Annual Production: 100000.00
Rev Fees: 1 additional advisor
Disclosures: nothing disclosed. Guy is working for L&C and NOT handing his notice in until this has progressed further so please do not request references until discussed and happy for us to do so. Guy has been a mortgage and protection advisor for the last 3 years and last year banked over 200k as an employed advisor with L&C. looking to start in mind September so that is when looking for a course
Network Charge: Other
Additional: no change to network fees
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