Client Profile
Sarah Mitchell
Financial adviser client · Active
Client Information
Full Name
Sarah Mitchell
Date of Birth
15 March 1974 (Age 52)
Email
sarah.mitchell@example.co.uk
Phone
07700 900123
Address
14 Oakwood Drive, Bristol, BS8 2TY
Client Since
1 November 2024
Client ID
c-001
Goals & Objectives
Primary
Target age 65
Retirement Planning
Comfortable retirement, travel and hobbies — maintain current standard of living. Annual income target: £60,000.
65% planned · £830k+ projected pot
High
Sep 2027
Fund Children's University
Emma Mitchell (19) — university funding. Amount required: £40,000.
Medium
Jan 2030
Gift to Children
Intergenerational wealth transfer. Amount: £50,000.
Assigned Adviser
JH
James Harrington
Harrington Wealth Management
Client Status
Active
Fact-find completed · Ready for ATR
Risk Profile
Stated risk preference
Medium Growth
Full ATR questionnaire required before any recommendation
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£127k
Annual household income
£460k
Total pension assets
£125k
Liquid savings