Growth proposal: next steps

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After a call, Priya Raman pushed Whitlingham Wealth towards sign-off on the Growth proposal. Felicity Gurney said Hugo Bacon and Terence Pegg had questions on implementation and cost, to follow.

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As at Fri 9 Oct 2026

After a call, Priya Raman pushed Whitlingham Wealth towards sign-off on the Growth proposal. Felicity Gurney said Hugo Bacon and Terence Pegg had questions on implementation and cost, to follow.

Ask: Priya wanted internal sign-off and a date in the diary, ideally by early November.

Customer view: Felicity found the call useful, but the managing director and finance manager still have questions on implementation and cost. No close is shown in this thread.

Next: answer the cost and implementation questions and confirm the sign-off date.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2024-10-24

Last message2024-10-30

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Priya Raman 24 Oct 2024 11:54
to Hugo Bacon, Felicity Gurney, Terence Pegg
Hi Hugo, Felicity, Terence, Thanks for the call today. Really positive feedback on how the brain would work for your client-service team. To keep momentum, I'd like to move this forward. Once you've had a chance to confirm internal sign-off and any questions on the Growth proposal, let's get something in the diary: ideally by early November. Best, Priya
Felicity Gurney 29 Oct 2024 17:34
to Priya Raman
Hi Priya, That was useful. Hugo and Terence have a couple of questions on implementation and cost that I'll send through tomorrow. Cheers, Felicity
Priya Raman 30 Oct 2024 14:06
to Hugo Bacon, Felicity Gurney, Terence Pegg
Hi Hugo, Felicity, Terence, Thanks. Once we've squared those away, I'm confident we can close this. Happy to jump on a call to walk through the detail and answer any questions. Best, Priya

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