Felicity Gurney
Person
Whitlingham Wealth · champion
Head of Client Service at Whitlingham Wealth and the CRM champion since discovery. Hugo Bacon signs off and Terence Pegg reviews terms. Her platform account was deactivated on 21 Nov 2025, and the record does not show why.
Who they are
Insight
As at Fri 9 Oct 2026Head of Client Service at Whitlingham Wealth and the CRM champion since discovery. Hugo Bacon signs off and Terence Pegg reviews terms. Her platform account was deactivated on 21 Nov 2025, and the record does not show why.
Role: Head of Client Service, marked champion in the CRM. She was the main contact from discovery through demo, proposal, kickoff, training and the 6 Oct 2025 renewal check-in.
Influence: She shapes the day-to-day case but does not sign. She needed Hugo to sign off and Terence to review terms. She asked 1751 of 16106 questions, 11%, in the 12 months from 2024-11 to 2025-10, and 302 of 3159, 10%, over the last 12 months.
Watch: Her platform account shows deactivated on 21 Nov 2025 with admin yes. The evidence does not show why, or whether she has left. Confirm who now speaks for client service before the next renewal conversation.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Whitlingham Wealth | Head of Client Service | champion | felicity.gurney@whitlingham.example |
Activity
- 4 Nov 2025ticketHow do I set up alerts on dashboard metrics?
- 23 Oct 2025ticketDuplicate customer records in the brain
- 6 Oct 2025callWhitlingham Wealth / BG-Demo – Renewal
+2 - 30 Sep 2025ticketFeature request: export query results to CSV
- 23 Sep 2025eventRevenue leaders roundtable
+37 - 22 Aug 2025dealWhitlingham Wealth – Renewal
- 20 Jan 2025callWhitlingham Wealth / BG-Demo – Training
- 9 Jan 2025callWhitlingham Wealth / BG-Demo – Onboarding
- 27 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 5 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 29 Nov 2024callWhitlingham Wealth / BG-Demo – Kickoff+1
- 26 Nov 2024eventRevenue leaders roundtable
+27 - 25 Nov 2024email threadGetting your implementation started
- 1 Nov 2024email threadRevenue leaders roundtable, 26 November 2024
- 24 Oct 2024email threadGrowth proposal: next steps
+2 - 23 Oct 2024callWhitlingham Wealth / BG-Demo – Negotiation+2
- 7 Oct 2024callWhitlingham Wealth / BG-Demo – Proposal
- 1 Oct 2024email threadLet's schedule the proposal call
- 18 Sep 2024callWhitlingham Wealth / BG-Demo – Demo
+1 - 2 Sep 2024email threadNext steps, working session
- 30 Aug 2024callWhitlingham Wealth / BG-Demo – Discovery
- 27 Aug 2024email threadDiscovery call, Whitlingham Wealth
- 9 Aug 2024dealWhitlingham Wealth – New