1. “I have too many policies all over the place and I'm sure it's costing me”

2. “My bank says I'm a private client, but I really get treated as just a number”

3. “My bank offers quite a few products but not everything that I need so I have to deal with multiple companies”

4. “My private banker also changes too frequently so I can't build up a relationship”

5. “I can’t find one person to manage everything for me whilst I still have access to expert advice”

6. “I can’t stand brokers that try to sell me all the products from one insurer and don’t offer me others that may suit me best”

7. “I don’t want to go with a direct, call center insurer because I need one person to deal with and help me when I have a claim”

8. “I wish someone could explain my risk position as I don’t know why I am paying so much for insurance”

9. “Who will ensure everything runs smoothly when I pass one day?”

10. “Please service me on WhatsApp as I don’t have time and don’t want to answer any calls”

11. “Only offer me concierge services that really help me and solve life’s hacks”

12. “Reward me for doing the right things and don’t make it complicated to earn”

13. “Don’t charge me a major premium for all these services as I am still cost conscious”

14. “With all your business connections, surely you can help me grow my business”

15. “I wish there was one firm which I can trust and can take care of all of this for me”