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What Does a Claimed Lead Look Like?
Once you've paid and claimed a lead, the full client record is revealed immediately. The example below replicates the exact layout and detail you'll see — personal contact fields are blurred to indicate they unlock at the point of claim.
Lead Successfully Claimed
Payment confirmed. Full client details are now visible below. Reference: GNX-2025-0412 · Claimed 14 Apr 2025 at 10:32
GapGNX Qualified Lead
ClaimedAppointment RequestedClient is a 57-year-old former Managing Director of a mid-cap private equity-backed technology firm seeking comprehensive independent financial advice. He holds multiple pension arrangements totalling approximately £1.2m, a significant equity portfolio, and recently received a £480,000 business exit payment. He is seeking advice on pension consolidation, drawdown strategy, IHT planning, and investment portfolio restructuring ahead of full retirement.
Age Range
55–60
Employment
Semi-Retired (Non-Exec)
Advice Type
Wealth & Retirement Planning
Appointment Preference
Face-to-face (London or Surrey)
Pension Providers
Fidelity, Standard Life, Hargreaves Lansdown
Number of Pensions
4
Defined Contribution
Yes
Defined Benefit
No
Total Asset Value
£1,820,000
Existing ISA
£320,000 (S&S ISA)
Business Exit Proceeds
£480,000
Property Owned
Yes — two properties, mortgage-free
We monitor all screenshots of client records. We will refuse disputes following download or screenshot of lead records.
Contact Details
Prefix
Mr
Full Name
Jonathan Hargreaves
Phone
020 7946 0312
Mobile
07891 654 321
Secondary Email
Full Address
8 Kensington Gate, London, W8 5NA
Personal & Employment
Date of Birth
04/09/1967
NI Number
AB 12 34 56 C
UK Resident
Yes
Country of Residence
United Kingdom
Employment Status
Semi-Retired (Non-Exec Director)
Current Employer
Nexbridge Capital (Non-Exec)
Annual Income
£95,000 p.a. (NED fees + investment income)
Marital Status
Married (2 adult children)
Previous Employers
TechVenture Group (MD, 2009–2024), Deloitte Consulting (2001–2009)
Pension & Asset Details
Estimated Pension Value
£1,200,000
Actual Total Pension Value
£1,218,400
Defined Contribution
Yes — 4 DC pensions (Fidelity, Standard Life, HL, Old Mutual)
Defined Benefit
No
Total Asset
£1,820,000
Number of Pensions
4
Pension Details
Pension 1: Fidelity SIPP — approx. £540,000. Pension 2: Standard Life Group Pension (former employer scheme) — approx. £310,000. Pension 3: Hargreaves Lansdown SIPP — approx. £225,000. Pension 4: Old Mutual Wealth — approx. £143,400. Client wishes to consolidate all four into a single SIPP and begin phased drawdown from age 58. No existing drawdown arrangements in place. LTA position to be reviewed.
Lead Information
Created Time
14 Apr 2025, 09:15
Lead Qualified By
GapGNX Qualification Team
Agent Notes
Client contacted us directly via referral from existing GapGNX client. Highly motivated and financially literate. Has worked with a wealth manager previously but is seeking a second opinion and a more personalised IFA relationship. Comfortable discussing fees upfront. Prefers morning appointments. Happy to proceed to full fact-find immediately. Referred by: existing client (surname withheld).
Description / Full Notes
Jonathan stepped down as Managing Director of TechVenture Group in December 2024 following a successful partial exit. He received £480,000 in exit proceeds and is now a Non-Executive Director at Nexbridge Capital, earning approximately £95,000 per annum in fees and investment income. He holds four DC pension arrangements totalling approximately £1.2m and wishes to consolidate into a single SIPP ahead of phased drawdown from age 58. He also holds a £320,000 Stocks & Shares ISA and two unencumbered residential properties (primary residence in Kensington and a Surrey weekend home). His primary objectives are pension consolidation, IHT mitigation for his two adult children, and a structured drawdown plan. He has moderate-to-high risk tolerance and a strong preference for ESG-aligned investments. He is not currently working with an IFA and is actively seeking a long-term advisory relationship. Available for a face-to-face meeting in London or Surrey at short notice.
City
London (Kensington)
Category
Wealth & Retirement Planning
Value Range
£1m+
Source
Referral — Existing Client
Lead Claim Cost (inc VAT)
£149.00
Example only. All details above are fictional and for illustration purposes. The layout exactly replicates what you'll see after a real claim. Blurred fields are revealed in full at the point of purchase.
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