Daisy Howes
Person
Whitlingham Wealth · admin
Daisy Howes is the sole named admin at Whitlingham Wealth and the day-to-day operator of the brain. Her platform user was deactivated on 2025-11-21, so her current status needs checking before the next contact.
Who they are
Insight
As at Fri 9 Oct 2026Daisy Howes is the sole named admin at Whitlingham Wealth and the day-to-day operator of the brain. Her platform user was deactivated on 2025-11-21, so her current status needs checking before the next contact.
Role: Daisy is Client Systems Administrator in Norwich and the CRM admin contact. She supplied credentials, took the admin handover on 19 Dec 2024 and raised most support tickets.
Influence: She runs the platform rather than signing it off. Felicity Gurney leads on sign-off and was to involve Hugo and finance. Several reads flag that the account depends on one admin.
Watch: Her platform user shows deactivated on 2025-11-21. The evidence does not show why, or who administers the account now. Check whether she has left or changed role before relying on her as the contact.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Whitlingham Wealth | Client Systems Administrator | admin | daisy.howes@whitlingham.example |
Activity
- 18 Sep 2025ticketHow do I share a dashboard with other teams?
- 1 Jul 2025ticketDashboard showing duplicate transaction entries
- 30 Jun 2025ticketHow do I add a date filter to a dashboard?
- 12 Jun 2025eventBG-Demo Customer Day
+48 - 4 Jun 2025ticketCan we add a report export feature?
- 7 May 2025ticketData not syncing from our system
- 16 Apr 2025ticketUpdate user roles
- 30 Jan 2025ticketSet up user access for new advisor
- 20 Jan 2025callWhitlingham Wealth / BG-Demo – Training
- 9 Jan 2025callWhitlingham Wealth / BG-Demo – Onboarding
- 27 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 20 Dec 2024email threadOnboarding next steps
- 19 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 11 Dec 2024email threadOnboarding kickoff
- 5 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 29 Nov 2024callWhitlingham Wealth / BG-Demo – Kickoff
+1 - 18 Sep 2024callWhitlingham Wealth / BG-Demo – Demo
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