Individual Savings Accounts Ltd
Portfolio Overview
Real-time insights across 12 client accounts with £7.41M under management.
£7.41M
Total AUM
+4.2% from last quarter
9
Active Clients
of 12 total
5
Reviews Due
2 overdue
3
Compliance Alerts
high priority
Assets Under Management
Last 12 monthsClient Segmentation
UHNW (4)
HNW (5)
Standard (3)
Compliance Alerts
View all Mrs M.A. Crawfordreview overdue
Annual review overdue by 43 days. POA client — requires priority attention.
Mr D.P. O'Brienreview overdue
Annual review overdue. Client has no-mailing preference — contact via email.
Mr G.S. Pembertondeceased
Deceased client. Probate process initiated. Estate executor: Mrs Helen Pemberton.
Mrs M.A. Crawfordpoa
Power of Attorney registered. All correspondence via Mr Andrew Crawford.
Mr D.P. O'Brienmailing returned
Previous mailing returned on 15/08/2024. Address verification needed.
Review Schedule
View all Client
Reviewer
Next Due
Status
Mr J.R. Harrington
Sarah Mitchell
20 May 2026
Scheduled
Mrs E.M. Whitfield
David Chen
05 Apr 2026
Due Soon
Dr R.K. Patel
Sarah Mitchell
01 Jun 2026
Scheduled
Mrs M.A. Crawford
Alex Thompson
30 Dec 2025
Overdue
Mr T.W. Blackwood
Sarah Mitchell
15 Jul 2026
Completed
Ms L.J. Okonkwo
David Chen
12 Mar 2026
Due Soon
5
Junior ISA Accounts
2
Power of Attorney
1
Deceased Clients
2
No Mailings