Welcome back, Mr & Mrs Okonjo
What the client sees. The same record, in plain English, including the review that is overdue.
Your total
£412,000
across three accounts
Your adviser
J Rennard
Harrogate · since 2014
Next review
Overdue
we will call you this week
A second audience, so a second interface. The client sees the same record their adviser sees —
what they hold, what it is worth, what was said and when — including, here, that a review is overdue. A firm that
shows the client the same clock the adviser is measured against has nowhere left to hide.
What you hold
Valued overnight, every night
| Account | Provider | Value | Updated |
|---|---|---|---|
| Pension — SIPP | Aviva | £286,400 | Valued 14 Sep |
| ISA | Quilter | £84,200 | Valued 14 Sep |
| General investment account | Quilter | £41,400 | Valued 14 Sep |
| Residential mortgage | Northbank | £212,000 | Fixed to Mar 2028 |
| Life & critical illness | Royal London | £310,000 | Cover in force |
Your documents
Everything we have sent you
| Document | Date | |
|---|---|---|
| Annual review — suitability letter | 14 Mar 2024 | Open |
| Mortgage offer — Northbank | 02 Aug 2024 | Open |
| Protection policy schedule | 19 Nov 2021 | Open |
| Fee agreement | 11 Jan 2014 | Open |
Uploaded once, reused everywhere — you are never asked for the same document twice.