FICTIONAL DOCUMENT FOR PRACTICE - no reference to real people, companies or records

notes meeting client A - 5/11, 5pm, office, husband there too for 20 min

- year's return: happy, but "I don't remember wanting the structured plan" -> go through the factsheet with her, next time
- daughter uni from Sept 2028, Manchester. needs 15/50k?? (ask husband for the right figure, he says 50 for all 3 years)
- wants + bonds? we talk about it, SHE'LL THINK ABOUT IT, gets back to me by end of month
- Southmoor Textiles: husband wanted to sell, she didn't -> keeping it, for now
- costs: asks how much she pays on the Alpha fund, comparison with cheaper alternative -> I send comparison by 20/11
- update profile? her job has changed (part time from January) -> redo questionnaire
- next meeting: March, after the annual statement