Fact Find

Market: Panel
Lead Source: Beechwood has introducers and leads they will be providing
Additional Licences: Mortgage, Protection and GI
Annual Production: 80000.00
Rev Fees: additional adviser
Disclosures: nothing disclosed but requested no referencing until the end of November as been with current employer for 10 years + and does not want them to have a reference yet. Aiming to start 4th January to be on a course 7th January Approved with busienss standards to recruit
Network Charge: Other
Additional: no change to network charges.
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