V1608 Client FF Thomas Caldwell
Date: September 2019
Length: 1 hour 8 mins
First meeting with client Thomas Caldwell with Mark Insley and Greg Armstrong.
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The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.
V1608 Client FF Thomas Caldwell
Date: September 2019
Length: 1 hour 8 mins
First meeting with client Thomas Caldwell with Mark Insley and Greg Armstrong.
V1609 Client FF Surinder Sehdev
Date: September 2019
Length: 1 hour 47 minutes
Video first meeting with client and Greg Armstrong
V1417 Client FF Kunal Hatode
Date: August 2019
Length: 58 minutes
Video first meeting with client and Greg Armstrong
V1422 FF Sim Packer with GA
Date: June 2018
Length: 1 hour 30 minutes
Client Fact Find Simulation based nn Packer with Greg armstrong
V1414 Client FF David Kelly
Date: May 2019
Length: 1 hour 10 mins
First meeting with client David Kelly with Mattt Fagan and Greg Armstrong.