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Overview
Personal
Fixed Assets
Risk Cover
Financial Assets
Tax Planning
Objectives & Risk
Estate & Trusts
Portfolio value
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Annual income
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Risk profile
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Key facts
Adviser notes
Personal details
Property & fixed assets
| Description | Est. value | Mortgage outstanding | Lender | Monthly payment | Rate | Fixed rate ends | Purpose |
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Other liabilities
| Type | Lender | Balance | Monthly payment | Rate | End date |
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Life insurance
| Type | Provider | Sum assured | Premium p/m | Term / expiry | In trust? | Notes |
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Types: Personal · Joint · Key man · Buy/sell · Relevant life · Business protection
Income protection & critical illness
| Type | Provider | Benefit | Premium p/m | Deferred period | Expiry |
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Medical cover
| Type | Provider | Premium p/m | Covers | Renewal date |
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Protection gaps & notes
Pension arrangements
| Type | Provider | Current value | Contribution p/m | Employer contrib. | Projected at retirement |
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Investments & savings
| Type | Provider / platform | Current value | Monthly contribution | Notes |
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Types: ISA · GIA · Endowment · Living annuity · Retirement annuity · Unit trust · Share portfolio · NS&I
Bank accounts & cash
| Account type | Bank / provider | Balance | Interest rate | Purpose |
|---|
Save financial assets
Tax planning
Objectives
Will & LPA
Policy Register
Policies & Products
All financial products on record
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All policies
| Type | Provider | Reference | Value / Cover | Start date | Status | Review date |
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Notes
Meeting Notes
Meeting Intelligence
AI-powered note capture — all notes saved to Supabase instantly
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AI Meeting Extractor
Paste meeting notes or transcript. Claude extracts key information and saves to the client record.
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AI analysis
Meeting history
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Suitability Letter
Letter Generator
AI-drafted suitability letter based on client record
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Letter parameters
Suitability letter — draft
Draft only. Review carefully before sending.