Overview
as of Week 30 (w/e 24 Jul 2026) · refreshed by figures-harvester Fridays
Written YTD
£505,082
issued £464,175 · 92% conversion
Pipeline
£18,645
shrinking 8 straight weeks
Members
82 / 13 groups
3 producing · 7 quiet · 57 dormant
AUM (2025 baseline)
£53,371,915
63 advisers attributed · refresh pending Ardan file
Written vs issued — cumulative 2026
SOP coverage — the success metric
0 / 34SOPs agent-backed · target 80%
34 SOPs/process docs inventoried (R2 pass, 28 Jul) — 0 ratified, 0 agent-backed. Success metric: % agent-backed.
01 Member Onboarding02 Member Offboarding03 Change of Agency04 Client Onboarding & Suitability05 Commission & Settlement06 Compliance & AML07 Complaints & ORM08 Provider/TOB Onboarding09 IT & Access (JML)10 Governance & Doc Control
Needs Joe / pending access
Xero read-only loginFinance_Working shared folderArdan AUM-per-IFA file (25 Jun, in admin@)Stripe re-pull (13 Jul snapshot stale)Brian Leather identity (Cres)13 principal confirmations (Admin)