| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 45 |
| Purchase of Leads | 50 |
| Other (please provide details of source) | 5 |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Vouched For |
| Will they be referring protection business | No |
| Will they be advertising your services | No |
| 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. | 2018 – 2023 – Trustee on the Board at Stockton District Advice & Information Service (Citizens Advice).
2011 – 2013 – Financial Inclusion and Capability North East (FINCAN): Director on the Board.
This company dissolved after I left so I do not know the reason for dissolution.
2009 – 2011 – Money Tree & Glen Credit Union: Director on the Board. This company dissolved after I left so I do not know the reason for dissolution. |
| Please provide details of any other business interests (if N/A, please state) | N/A |