Welcome back, Meridian Wealth
Manage your trust referrals and track commissions.
18
Active Clients
↑ 3 this quarter
£4.2M
Assets Under Trust
↑ 12% YoY
£14,850
Commission YTD
↑ £2,400 vs last year
4
Pending Cases
2 awaiting documents
Your Referred ClientsView All →
| Client | Type | Value | Status |
|---|---|---|---|
| Mr & Mrs Thompson | Discretionary | £485,000 | Active |
| Dr. Sarah Williams | IIP Trust | £320,000 | Active |
| The Morrison Family | Discretionary | £275,000 | Onboarding |
| Mr David Chen | DGT | £150,000 | New |
Recent Commissions
Thompson Trust
Annual Trail • Dec 2025
+£485
Williams Trust
Annual Trail • Dec 2025
+£320
Morrison Trust
Initial Fee • Nov 2025
+£1,375
Recent Activity
Trust deed signed - Chen Trust
2 hours ago
KYC docs received - Morrison
Yesterday
Commission paid - £805
3 Dec 2025
My Clients
| Client | Type | Value | Status | Commission |
|---|---|---|---|---|
| Mr & Mrs Thompson | Discretionary | £485,000 | Active | £485/yr |
| Dr. Sarah Williams | IIP Trust | £320,000 | Active | £320/yr |
| The Morrison Family | Discretionary | £275,000 | Onboarding | Pending |
| Mr David Chen | DGT | £150,000 | New | Pending |
Commission History
£14,850
Total YTD 2025
£2,930
Q4 2025
£1,230
Pending Payment
| Date | Client | Type | Amount | Status |
|---|---|---|---|---|
| 5 Dec 2025 | Chen Trust | Initial Fee | £750 | Pending |
| 3 Dec 2025 | Thompson Trust | Annual Trail | £485 | Paid |
| 3 Dec 2025 | Williams Trust | Annual Trail | £320 | Paid |
| 15 Nov 2025 | Morrison Trust | Initial Fee | £1,375 | Paid |