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Client Intelligence
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Service gap — Tax Advisory
Hartwell Advisory Ltd has requested Audit + Payroll but no Tax Advisory service is active. Estimated annual value: £42k.
Relationship insight
Hartwell Group Ltd is linked to 3 entities with overlapping directors and shared registered office.
Compliance-aware recommendation
Cross-sell outreach should remain on hold until AML/KYC is complete for Hartwell Advisory Ltd.
Data stewardship insight
Similar address and contact pattern detected across 4 Hartwell entities — confirm canonical group structure.
Service coverage matrix
Active, missing and opportunity per entity
| Entity | Audit | Tax | Payroll | Accounting | Advisory |
|---|---|---|---|---|---|
| Hartwell Advisory Ltd | Requested | Opportunity | Requested | — | — |
| Hartwell Group Ltd | — | Opportunity | Active | Active | — |
| Hartwell Payroll Services Ltd | — | — | Active | Active | — |