Fiona Ibbotson

Person

Greyfriar Wealth: documents · economic_buyer

Chief Executive at Greyfriar Wealth and CRM economic buyer. She joined the first discovery call and accepted the demo herself. The evidence shows no contract, price or decision date yet.

made from

Who they are

Insight

Current to 11 Oct 26

Chief Executive at Greyfriar Wealth and CRM economic buyer. She joined the first discovery call and accepted the demo herself. The evidence shows no contract, price or decision date yet.

Role: Chief Executive at Greyfriar Wealth, recorded in the CRM as economic buyer. She joined the 29 Sep 2025 discovery call alongside Nick Normanton, Head of Client Services, and described the need for one view of a client's portfolio.

Influence: She acted directly, agreeing to the demo the same evening and confirming the Wednesday 10:00 slot. Nick did not reply to that thread, so she appears to be the engaged party.

Watch: no price, decision date or contract is shown in the records, and no deals are linked to her. The evidence does not show what happened after the demo was scheduled.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Greyfriar Wealth	Chief Executive	economic_buyer	fiona.ibbotson@greyfriar.example

CRMmade from

Activity

20 Nov 2025eventBB-Demo webinar Alice Brewer, Harriet Gale, Mark Ellwood, Emma Haworth, Nathan Booth, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough+10
1 Oct 2025email_threadFollowing up from our call Tom Ashdown, Nick Normanton, Fiona Ibbotson
29 Sep 2025callGreyfriar Wealth / BB-Demo – Discovery Tom Ashdown, Nick Normanton, Fiona Ibbotson

CRMmade from

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Data	Records
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People at customers	290
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Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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