Who they are
Insight
As at Fri 9 Oct 2026Hugo Bacon is Whitlingham Wealth's Managing Director and CRM economic buyer. He negotiated and accepted the Growth order form, and led the 2025 renewal talks. He reported lower usage in Aug 2025. His platform user was deactivated on 21 Nov 2025.
Role: Managing Director at Whitlingham Wealth, recorded as economic buyer. He held the budget and authority at discovery on 30 Aug 2024 and agreed the order form on 6 Nov 2024. The signed copy is not in the thread.
Influence: He sets the pace and presses on price, but delegates scheduling to Felicity Gurney. Terence Pegg handles finance sign-off. At the 6 Oct 2025 renewal call he said the brain resolved their earlier problem.
Watch: On 22 Aug 2025 he said usage had dropped off a bit since the summer. His platform user was deactivated on 21 Nov 2025, the day before the renewal date of 22 Nov 2025. The evidence does not show whether the renewal was signed or why the user was deactivated.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Whitlingham Wealth | Managing Director | Economic buyer | hugo.bacon@whitlingham.example |
Activity
- 6 Oct 2025callWhitlingham Wealth / BG-Demo – Renewal
+2
- 1 Oct 2025email threadRenewal conversation
- 22 Aug 2025email threadYour renewal
- 17 Jul 2025eventBG-Demo webinar
+28
- 6 Nov 2024email threadOrder form for Whitlingham Wealth
- 24 Oct 2024email threadGrowth proposal: next steps
+2
- 23 Oct 2024callWhitlingham Wealth / BG-Demo – Negotiation
+2
- 2 Sep 2024email threadNext steps, working session
- 30 Aug 2024callWhitlingham Wealth / BG-Demo – Discovery