Clients
7 clients on the book for Chewie Wealth Management
| Client | Date of birth | Postcode | NI number | Adviser | Open cases | |
|---|---|---|---|---|---|---|
| Mr Peter Collins0018d00000PColl02Linked to Salesforce | 19 Dec 1979 | SL6 1AA | ••••••11D | Sarah Patel | 1 | New case |
| Mrs Olivia Fraser0018d00000OFras05Linked to Salesforce | 30 Nov 1962 | RG9 1DD | ••••••77B | Sarah Patel | 1 | New case |
| Ms Amira Khan0018d00000AKhan03Linked to Salesforce | 25 Mar 1985 | HP9 2BB | ••••••77A | Sarah Patel | 1 | New case |
| Mrs Hannah Lake0018d00000HLake01Linked to Salesforce | 02 Sept 1959 | RG40 3AB | ••••••11B | Mark Hendricks | 2 | New case |
| Mr David Murray0018d00000DMurr04Linked to Salesforce | 08 Jul 1956 | OX2 7CC | ••••••33C | John Morrison | 2 | New case |
| Mr Tom Reid0018d00000TReid06Linked to Salesforce | 17 Jan 1990 | RG41 2EE | ••••••66A | Mark Hendricks | 1 | New case |
| Mr John Smith0018d00000JsMtQAAXLinked to Salesforce | 11 May 1964 | T1A 1AU | ••••••56A | Sarah Patel | 1 | New case |