Sample Profile
Kumbuka


Zoological Society London

Profile

% Clients under 40 80
% Clients under 41-60 15
% Clients under 61-75 4
% Clients under 76+ 1

Outward Communications

Client web valuations No
Regular Newsletters (Freq? Yes
Advertising Yes
Sponsorship Yes
Editorial placement / articles Yes
Press relations Yes
Direct Mail No
SMS No

Portfolio Management

EXO No
Advisory No
In house Discretionary No
Outsource Discretionary No

New Business Acquisition

Referrals (proactively sought) No
Referrals (client introduced) No
KBI - Accountants No
KBI - Lawyers No
Website Yes
Social Media Yes
Arranged Events Yes

Products Transacted (In House)

Pensions No
Pension Transfers No
Pension Drawdown No
Annuities No
Life Cover No
Critical Illness No
Long Term Care No
Share Trading No
Investment Trusts No
VCT NO
EIS No
Mortgages No
Healthcare / PMI No
Accident Insurance No
BPR No
Trusts No
Will writing No
DOTAS Products No
General Insurance No
Portfolio Management

An altruistic group of financial planning and wealth management company owners and business influencers who exchange ideas, knowledge and experience in the pursuit of professional excellence and better client outcomes.