Fact Find
| Market: | Panel |
| Lead Source: | Gary Jones |
| Additional Licences: | Mortgage Protection and GI |
| Annual Production: | 150000.00 |
| Rev Fees: | 75.00pm plus vat |
| Disclosures: | Sanjiv works for a DA firm. He is setting up as an AR with Stonebridge doing Mortgage and Protection only |
| Network Charge: | 12.5 |
| Additional: | Sanjiv explained that he did Wealth advice under Quilter but gave up his Wealth permissions back in July 2020. Quilter had one complaint that was not upheld, Quilter did not advise the providers that he was no longer a Wealth adviser so on going service was still being paid to Quilter. He did resign from Quilter but £4000 was paid back that Sanjiv never claimed. |