Client Information Hub
Vision prototype
SM
Sarah Mitchell
Client Data Steward
Client 360/Hartwell Advisory LtdMock data

Hartwell Advisory Ltd

Trading name: Hartwell Group · Management consultancy

Status: Pending approvalAML/KYC: IncompleteWorkday: Blocked
Company no.
14258391
Source
Omnitrack
Client Owner
Emily Carter
Compliance Owner
Priya Shah
Service Partner
James Thornton
Data Health
72%

Legal identity

Legal name
Hartwell Advisory Ltd
Company number
14258391
VAT number
Missing
Incorporation date
14 Feb 2022
Company status
Active
Industry sector
Management consultancy
Registered address
42 King William Street, London EC4R 9AN
External validation
Companies House matched · VAT missing

Contacts

OG
Oliver Grant
CFO · Primary
oliver.grant@hartwell-advisory.example
+44 20 7946 0182
AB
Amelia Brooks
Operations Director
amelia.brooks@hartwell-advisory.example
+44 20 7946 0241

Services

Audit
Requested
Payroll
Requested
Tax Advisory
Opportunity
Accounting
Not active
Advisory
Not active

Client group & relationships

  • Hartwell Group Ltd — Holding companyLinked
  • Hartwell Payroll Services Ltd — SubsidiaryLinked
  • Hartwell Advisory Holdings Ltd — ParentLinked

Related directors

Oliver Grant · Amelia Brooks

Beneficial owners

Missing — pending confirmation

Data Quality issues

  • Missing beneficial ownerBlocking
  • Possible duplicateWarning
  • VAT number missingBlocking

System sync status

Omnitrack
Live
AML / KYC
Pending information
Workday
Blocked
Dremio
Available
Future CRM
Not connected

Audit trail

  1. 09:12Request submitted from Omnitrack
  2. 09:13Duplicate candidate detected — Hartwell Group Ltd (93%)
  3. 09:14Companies House validation completed
  4. 09:15AML/KYC issue raised — Missing beneficial owner
  5. 09:16Workday synchronisation blocked