Your renewal
Email thread Whitlingham Wealth · renewal
Daniel Okafor opened the renewal conversation. Managing Director Hugo Bacon said the team uses the brain but usage has dropped off a bit since the summer, and asked for a call by the end of next month.
What was said
What this says
As at Fri 9 Oct 2026Daniel Okafor opened the renewal conversation. Managing Director Hugo Bacon said the team uses the brain but usage has dropped off a bit since the summer, and asked for a call by the end of next month.
Ask: Daniel Okafor asks Hugo Bacon how the team finds the brain for client-service work, ahead of the renewal.
Customer view: Hugo says the team has been using it, though usage has dropped off a bit since the summer. He does not say what he intends at renewal.
Next: Hugo wants a call by the end of next month, and Daniel promised dates by the end of the following week.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 22 Aug 2025 14:15Hi Hugo, Hope you're well. I wanted to touch base as we're coming up to your renewal in November. Just to close the loop on how things have been going, how is the team finding the brain for your client-service work? Once I hear back, we can have a quick call to talk through what comes next. Best wishes, Daniel
Hugo Bacon 22 Aug 2025 14:36Hi Daniel, Thanks for reaching out. The team has been using it, though usage has dropped off a bit since the summer. Let's have that call by the end of September if possible. Cheers, Hugo- Daniel Okafor 22 Aug 2025 16:28No problem. I'll come back to you by end of next week with some dates in September. Best wishes, Daniel