Annabel Rigby
Person
Brereton Coyle Wealth · champion
Annabel Rigby is the CRM champion at Brereton Coyle Wealth and the main buyer voice. She said she was sold on Starter on 18 Jun 2026, but Patricia Gleave's compliance questions and Annabel's silence on next steps are open.
Who they are
Insight
As at Fri 9 Oct 2026Annabel Rigby is the CRM champion at Brereton Coyle Wealth and the main buyer voice. She said she was sold on Starter on 18 Jun 2026, but Patricia Gleave's compliance questions and Annabel's silence on next steps are open.
Role: Head of Client Services at Brereton Coyle Wealth in Chester, recorded as the CRM champion. She joined the 28 Apr 2026 discovery call and the 18 Jun 2026 demo, and agreed both sessions by email.
Influence: She said she was sold on Starter and ready to move forward. The £28k figure was quoted on the call only; the evidence does not show a proposal sent or an order form signed.
Watch: Patricia Gleave, not Annabel, replied after the demo with compliance questions, and Annabel has not answered the next-steps call offer. Theo Gallagher owes Patricia the controls detail.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brereton Coyle Wealth | Head of Client Services | champion | annabel.rigby@breretoncoyle.example |
Activity
- 19 Jun 2026email threadDemo follow-up
+1 - 18 Jun 2026callBrereton Coyle Wealth / BG-Demo – Demo+1
- 12 Jun 2026email threadDemo: B-Glass for Brereton Coyle
- 28 Apr 2026callBrereton Coyle Wealth / BG-Demo – Discovery
- 23 Apr 2026email threadDiscovery call
- 3 Mar 2026dealBrereton Coyle Wealth – New