A lead provider currently has the following available if anyone is interested: Payment is only due once the meeting takes place. Date/Time : 21/5/25 5:00pm Earnings Bracket : £100k + Pensions : £340k + across 5 pots, 1 with £300k, others unconsolidated but totalling roughly £50k - Investments : Industry : Engineering (Director) Goals/Objectives : Pension review, retirement plan and cashflow model Additional Info : PAYE - Employed Southampton based - would like to meet in person after initial consultation Date/Time : 8/5/25 2:00pm Pensions : 200k (drawing 2-3 times a year) Investments : 400k in stocks Industry : Ex-business owner Goals/Objectives : He is wanting to look at IHT planning and reviewing his investment portfolio Additional Info : He is based in Oxfordshire Date/Time : 8/5/25 6:00pm Earnings Bracket : £100k+ Investments : 4 companies, 90 million in assets mainly property, 1 million pound in liquid cash in the bank Industry : Property Goals/Objectives : currently has £1milllion liquid in his bank and would like to look at investments and pension options. Also would like to review his business structure due to CGT worries Additional Info : 4 companies, asset value of roughly £90 million Email Karl Davies: [email protected] with: - Your ideal client criteria (e.g., “UK-based HNWIs over 50”). - Whether you prefer per-appointment or day-rate pricing. - The number of meetings you require and in which asset banding e.g. “10x Gold meetings for the month of May”. - Limited slots available – serious enquiries only. - Please mention Adviser Growth Community or LifeTalk when contacting.

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I wonder what the most common personality type is among advisers and members here. Take the test and add your type below and let's see what we have. "Only 10 minutes to get a 'freakishly accurate' description of who you are and why you do things the way you do." https://www.16personalities.com/