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.
V473 Sim TF
Date: Aug 2017
Length: 1 hr 15 minutes
Simulated client meeting with Tom Francis on £im SIPP allocation
V1453 £1m SIPP Boutique Sim 1 MF
Date: February 2020
Length: 1 hour 44 minutes
£1m SIPP Boutique Asset Allocation for a client in their 50s with a number of consolidated pensions and a lump sum in excess of £1m. Simulation one with Matt Fagan.
V919 Sim SM
Date: March 2018
Length: 51 mins
PCG16 £1m SIPP allocation simulation number thre for Shingirai
V240 Client Agnew
Date: March 2017
Length: 1 hour
Client simulation meeting with Mark and Tom Francis and Rob Agnew as the client for a £1m SIPP allocation recommendation meeting
V918 Sim SM
Date: March 2018
Length: 45 Minutes
First simulation on £1m SIPP allocation with Shingirai Makuwaza in South Africa