| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 20 |
| Client Retention | 20 |
| Client Referrals | 60 |
| Purchase of Leads | 0 |
| Other (please provide details of source) | 0 |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Other Peak Advisors |
| Will they be referring protection business | Yes |
| Will they be advertising your services | Yes |
| Please provide details of ALL companies where you have been a director, company secretary or shareholder.
If the company has dissolved, please provide full details including the reason for dissolution and if there was any debt as a result of this. If N/A, please state. | Currently a director for Peak Wills and Estate Planning Ltd, Peak Bridging and Commercial Ltd & Peak Mortgages and Protection Ltd & Fix My Legals Limited. These will remain for now.
Also a director of The Rhymone's Ltd with Simone Hughes which we used for joint office and staff costs but we will dissolve this in May when we both join Stonebridge and separate the business.
Have dissolved Peak Social Media Ltd as never traded, Peak Legal Services Ltd as never traded, R D Schofield Financial Services Ltd as never traded. No debt as a result of any of the dissolved businesses. |
| Please provide details of any other business interests (if N/A, please state) | |