Fact Find

Market: Panel
Lead Source: Beechwood will be providing leads and Simon is an experienced advisor
Additional Licences: Mortgage Protection and GI
Annual Production: 96000.00
Rev Fees: additional adviser
Disclosures: nothing disclosed
Network Charge: Other
Additional: no change to network charges. Simon has been an mortgage and protection broker with embrace for the last 5/6 years and prior to this worked for HSBC. He is an experienced adviser. Adrian would like to get Simon on a course as soon as possible as Simon will be moving from employed to self employed and do want a gap in trading and starting with Beechwood. Annual expectations based on the minimum bankings at embrace each month.
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