Create an account

POST /api/v1/account
application/json

Body object

One of:

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • type string

      Account type

    • role string

      Account role

    • first_name string

      First name

    • last_name string

      Last name

    • name string

      Name

    • email string

      (Deprecated - Please use primary_email instead). The email of the account.

    • photo_url string

      URL for initial avatar image

    • firm object

      Firm

      Hide firm attributes Show firm attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • address_1 string
      • address_2 string
      • town_city string
      • county string
      • postcode string
      • country string
      • regulatory_text string
      • logo_icon string
      • brand_colours object
        Hide brand_colours attributes Show brand_colours attributes object
        • sidebar_background string
        • sidebar_accent string
        • sidebar_text string
        • sidebar_hover string
        • sidebar_active string
        • sidebar_title_background string
        • sidebar_title_primary string
        • sidebar_title_secondary string
        • sidebar_title_secondary_hover string
        • email_background string
        • email_logo_background_panel string
        • email_sub_text string
        • email_button_background string
        • email_button_text string
        • portal_sidebar_button_background string
        • portal_sidebar_button_hover string
        • portal_sidebar_button_active string
        • portal_brand_title string
        • portal_brand_sub_title string
        • portal_sidebar_title string
        • portal_sidebar_text string
        • portal_sidebar_text_hover string
        • portal_sidebar_text_active string
        • portal_sidebar_icon string
        • portal_sidebar_icon_hover string
        • portal_sidebar_icon_active string
        • portal_background string
        • portal_sidebar_account_title string
        • portal_sidebar_account_email string
        • portal_sidebar_divider string
        • portal_dashboard_bg_one string
        • portal_dashboard_bg_two string
        • portal_sidebar_collapse_button string
        • portal_sidebar_collapse_button_hover string
        • portal_sidebar_user_select_background string
        • portal_sidebar_user_select_hover string
        • portal_sidebar_user_select_text string
        • portal_sidebar_user_select_text_hover string
        • portal_sidebar_user_select_border string
        • portal_sidebar_user_select_border_hover string
      • is_subscribed boolean
      • addon_subscriptions string
      • keep_deleted_files_for integer
      • tax number
      • month_end integer
      • statement_frequency string
      • billing object
        Hide billing attributes Show billing attributes object
        • invoice_address_1 string
        • invoice_address_2 string
        • invoice_town_city string
        • invoice_county string
        • invoice_postcode string
        • invoice_country string
        • invoice_email string
      • task_board_template string
      • ip_whitelist array[string]
      • welcome_paragraph_html string
      • email_welcome_paragraph_html string
      • show_fact_find_illustrations boolean
    • primary_phone_number object

      Primary phone number

      Hide primary_phone_number attributes Show primary_phone_number attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • value string
      • phone_number_meta object
        Hide phone_number_meta attributes Show phone_number_meta attributes object
        • country string
        • formatted string
      • accounts string
    • primary_email object

      Primary email

      Hide primary_email attributes Show primary_email attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • value string
      • phone_number_meta object
        Hide phone_number_meta attributes Show phone_number_meta attributes object
        • country string
        • formatted string
      • accounts string
    • current_time_entry object

      Current time entry

      Hide current_time_entry attributes Show current_time_entry attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • description string
      • trackable_type string
      • trackable string
      • start_date string
      • end_date string
      • is_active boolean
      • total_time_in_minutes integer
      • computed_time_elapsed_in_seconds integer
      • account string
    • assigned_adviser object

      Assigned adviser

      Hide assigned_adviser attributes Show assigned_adviser attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • assigned_administrator object

      Assigned administrator

      Hide assigned_administrator attributes Show assigned_administrator attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • assigned_paraplanner object

      Assigned paraplanner

      Hide assigned_paraplanner attributes Show assigned_paraplanner attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • introduced_by object

      Introduced by

      Hide introduced_by attributes Show introduced_by attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • groups array[object]

      Groups

      Hide groups attributes Show groups attributes object
      • uuid string
      • name string
      • slug string
      • participants_count string
      • participants object
        Hide participants attributes Show participants attributes object
        • uuid object
          Hide uuid attributes Show uuid attributes object
          • example string
          • description string
        • role object
          Hide role attributes Show role attributes object
          • example string
          • description string
        • first_name object
          Hide first_name attributes Show first_name attributes object
          • example string
          • description string
        • last_name object
          Hide last_name attributes Show last_name attributes object
          • example string
          • description string
        • name object
          Hide name attributes Show name attributes object
          • example string
          • description string
        • email object
          Hide email attributes Show email attributes object
          • example string
          • description string
      • created_at string
      • updated_at string
    • tags array[object]

      Tags

      Hide tags attributes Show tags attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • colour string
    • owners array[object]

      Accounts that own this account

      Hide owners attributes Show owners attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • first_contact_date string

      First contact date

    • next_review_date string

      Next review date

    • previous_review_date string

      Previous review date

    • anniversary_review_date string

      Anniversary review date

    • with_login boolean

      Denotes whether the account has a login to Plannr

    • has_joint_account boolean

      Denotes whether this account belongs to a joint account too

    • can_be_deleted string

      Denotes if the account can be deleted

    • joint_account_circle object

      This field is only present when viewing a joint account directly. This will contain the circle that we automatically created when we released circles.

      Hide joint_account_circle attributes Show joint_account_circle attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • circles array[object]

      The circles the account belongs to

      Hide circles attributes Show circles attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • ownership_percentage integer

      Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

    • inactive_at string

      Inactive from date

    • custom_fields array[object]

      Any custom fields on the model.

      Hide custom_fields attributes Show custom_fields attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • reference string
      • is_required boolean
      • value string
      • selection_options array[string]
      • help_text string
    • external_references array[object]

      The external references that have been added to the client.

      Hide external_references attributes Show external_references attributes object
      • uuid string
      • created_at string
      • updated_at string
      • third_party string
      • reference string
POST /api/v1/account
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/account' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"type":"client","role":"individual","title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","send_welcome_email":true,"phone":"443330509960","address":[{"name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"address_1":{"type":"string","example":"Suite E","required":false,"description":"First line of the address"},"address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"move_in_date":{"type":"string","example":"2024-06-20","required":false,"description":"Move in date"},"moved_in_year":{"type":"integer","example":2022,"required":false,"description":"The year the client moved into this address."},"moved_in_month":{"type":"integer","example":6,"required":false,"description":"The month the client moved into this address."},"moved_out_year":{"type":"integer","example":2024,"required":false,"description":"The year the client moved out of this address."},"moved_out_month":{"type":"integer","example":1,"required":false,"description":"The month the client moved out of this address."},"residential_status":{"type":"string","example":"homeowner","required":false,"description":"The client's residential status when living at the address."},"residential_status_other":{"type":"string","example":"Non-tenant occupier","required":false,"description":"The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."}}],"assigned_adviser_uuid":"b2d7c116-5682-4ce8-b63e-1c0c787a910e","assigned_administrator_uuid":"208ad0bb-978b-4b30-8d10-09746f6269a4","assigned_paraplanner_uuid":"903ab7f6-8ff0-4417-8a6f-93a695cba457","introduced_by_uuid":"31375e85-d415-4508-a0b0-231b56bfbb12","date_of_birth":"1975-09-26","gender":"Male","ni_number":"AB 12 34 56 C","nickname":"G","target_retirement_age":60,"pronouns":"he/him","smoker_status":"non-smoker","last_used_nicotine_products_date":"2024-09-26","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_prospect":false,"prospect_converted_at":"2025-09-26T13:23:31+01:00","value":500000,"is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"No vulnerabilities","third_party_offered":true,"procedure_adaptation":true,"adaption_details_notes":"Adaptation notes","client_preferences":"Prefers telephone calls in the morning.","current_state_of_health":"Fit and healthy","state_of_health_explanation":"Explanation of the current state of health.","cigarettes_daily":6,"smoker_since":"2015-09-26","long_term_care_needed":false,"long_term_care_notes":"Notes on the client's long term care.","has_will":false,"will_notes":"Notes on the client's will.","will_last_reviewed":"2025-09-25","has_power_of_attorney":true,"power_of_attorney_notes":"Notes on the client's power of attorney.","first_contact_date":"2025-08-26","units_of_alcohol_weekly":28,"height":186,"weight":220,"health_notes":"Notes on the client's health.","has_iht_planning":true,"iht_planning_notes":"Notes on the client's Inheritance Tax (IHT) planning.","has_gifted_family":true,"gift_notes":"Notes on the gifts.","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"Notes on the client's inheritance anticipation/ expectations.","next_review_date":"2025-10-26","previous_review_date":"2025-08-26","anniversary_review_date":"2025-09-26","is_will_accurate":true,"will_executors":"string","will_location":"string","will_bequests_detail":"string","is_poa_registered_epa_or_lpa":"epa","are_poa_appointed_for_health_or_wealth":"health","poa_attorney_appointed_at":"2025-09-26T00:00:00+01:00","will_poa_details":"string","are_poa_documents_registered":true,"will_gifts_details":"string","groups":["b4df8adc-06ca-4466-bc34-1525880ed4a5","b9ce6cb1-acd2-4d34-80ad-a03a4e8c3bb1"],"is_in_receipt_of_your_state_pension":true,"has_obtained_a_forecast":true,"date_of_forecast":"2025-09-26T13:23:31+01:00","projected_state_pension":50000,"years_of_national_insurance_contributions":5,"pension_notes":"string","status_uuid":"39dc18e2-be40-48e4-94cb-58c145edb631","current_life_stage_uuid":"0de90b1d-b32c-4e73-8d3e-3b32e42e9e68","date_of_marriage":"2025-09-26","is_deceased":false,"deceased_at":"2025-09-26","is_married_to_partner":true,"checked_sanctions_at":"2025-09-26","lead_source":"LeadGen Company","write_to_whom":"Gareth","passport_number":"123456","do_not_contact_via_fax":false,"do_not_contact_via_mail":false,"do_not_contact_via_sms":false,"do_not_contact_via_email":false,"do_not_contact_via_telephone":false,"do_not_visit":false,"do_not_market":false,"inactive_at":"2025-09-26","circles":[{"uuid":null,"login_access_level":"write"}],"external_reference":[{"reference":"AB123456","third_party":"nucleus"}],"owners":[null,null],"shareholders":[],"shareholders.*.full_name":"John Smith","shareholders.*.role":"Director","shareholders.*.appointed_at":"2025-09-26","shareholders.*.address":[{"name":{"type":"string","example":"Work Address","required":false,"description":"Name of the address"},"county":{"type":"string","example":"Hampshire","required":false,"description":"County"},"country":{"type":"string","example":"United Kingdom","required":false,"description":"Country"},"postcode":{"type":"string","example":"PO7 7YH","required":false,"description":"Postcode"},"address_1":{"type":"string","example":"Suite E","required":false,"description":"First line of the address"},"address_2":{"type":"string","example":"5 The Briars","required":false,"description":"Second line of the address"},"address_3":{"type":"string","example":"Waterberry Drive","required":false,"description":"Third line of the address"},"address_4":{"type":"string","example":"The Innovative Centre","required":false,"description":"Fourth line of the address"},"town_city":{"type":"string","example":"Waterlooville","required":false,"description":"Town/City"},"move_in_date":{"type":"string","example":"2024-06-20","required":false,"description":"Move in date"},"moved_in_year":{"type":"integer","example":2022,"required":false,"description":"The year the client moved into this address."},"moved_in_month":{"type":"integer","example":6,"required":false,"description":"The month the client moved into this address."},"moved_out_year":{"type":"integer","example":2024,"required":false,"description":"The year the client moved out of this address."},"moved_out_month":{"type":"integer","example":1,"required":false,"description":"The month the client moved out of this address."},"residential_status":{"type":"string","example":"homeowner","required":false,"description":"The client's residential status when living at the address."},"residential_status_other":{"type":"string","example":"Non-tenant occupier","required":false,"description":"The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."}}],"shareholders.*.percentage":60,"shareholders.*.shares_owned":20,"shareholders.*.voting_rights":"Right to appoint or remove directors","incomes":[],"incomes.*.name":"State Pension","incomes.*.type":"pension","incomes.*.amount":20000,"incomes.*.amount_type":"net","incomes.*.start_date":"2025-09-26","incomes.*.end_date":"2025-09-26","incomes.*.frequency":"monthly","incomes.*.is_taxable":false,"business_details":[],"business_details.status":"Insolvent","business_details.status_comments":"This was due to an accounting error","business_details.type":"Public Limited Company","business_details.type_comments":"They became a Public Limited Company after May 2025","business_details.incorporated_on":"2025-09-26","business_details.business_registered_address":[],"business_details.business_registered_address.name":"Work Address","business_details.business_registered_address.address_1":"Suite E","business_details.business_registered_address.address_2":"5 The Briars","business_details.business_registered_address.address_3":"Waterberry Drive","business_details.business_registered_address.address_4":"The Innovative Centre","business_details.business_registered_address.town_city":"Waterlooville","business_details.business_registered_address.county":"Hampshire","business_details.business_registered_address.postcode":"PO7 7YH","business_details.business_registered_address.country":"United Kingdom","business_details.nature":"Construction","business_details.uk_sic_code":"12345","business_details.companies_house_number":"OC999999","business_details.year_end_day":11,"business_details.year_end_month":7,"business_details.firm_website":"www.google.com","business_details.employee_count":30,"business_details.self_employed_staff_count":30,"business_details.business_value":45000000,"business_details.is_registered_vat":false,"business_details.vat_number":"12345","business_details.accountant_company":"Accurate Accounting","business_details.accountant_name":"Andy Accountant","business_details.business_accountant_address":[],"business_details.business_accountant_address.name":"Work Address","business_details.business_accountant_address.address_1":"Suite E","business_details.business_accountant_address.address_2":"5 The Briars","business_details.business_accountant_address.address_3":"Waterberry Drive","business_details.business_accountant_address.address_4":"The Innovative Centre","business_details.business_accountant_address.town_city":"Waterlooville","business_details.business_accountant_address.county":"Hampshire","business_details.business_accountant_address.postcode":"PO7 7YH","business_details.business_accountant_address.country":"United Kingdom","business_details.legal_adviser_name":"Lenny Legal","business_details.business_legal_adviser_address":[],"business_details.business_legal_adviser_address.name":"Work Address","business_details.business_legal_adviser_address.address_1":"Suite E","business_details.business_legal_adviser_address.address_2":"5 The Briars","business_details.business_legal_adviser_address.address_3":"Waterberry Drive","business_details.business_legal_adviser_address.address_4":"The Innovative Centre","business_details.business_legal_adviser_address.town_city":"Waterlooville","business_details.business_legal_adviser_address.county":"Hampshire","business_details.business_legal_adviser_address.postcode":"PO7 7YH","business_details.business_legal_adviser_address.country":"United Kingdom","business_details.auditor_name":"Andy Audit","business_details.business_auditor_address":[],"business_details.business_auditor_address.name":"Work Address","business_details.business_auditor_address.address_1":"Suite E","business_details.business_auditor_address.address_2":"5 The Briars","business_details.business_auditor_address.address_3":"Waterberry Drive","business_details.business_auditor_address.address_4":"The Innovative Centre","business_details.business_auditor_address.town_city":"Waterlooville","business_details.business_auditor_address.county":"Hampshire","business_details.business_auditor_address.postcode":"PO7 7YH","business_details.business_auditor_address.country":"United Kingdom","business_details.data_protection_officer":"Dave Data","business_details.primary_contacts":[],"business_details.primary_contacts.*.uuid":"8b42731c-d67f-4e58-b098-3ac944622ab1","business_details.primary_contacts.*.name":"Jane Doe","business_details.primary_contacts.*.email":"janedoe@primarycontact.com","business_details.primary_contacts.*.address":[],"business_details.primary_contacts.*.address.name":"Work Address","business_details.primary_contacts.*.address.address_1":"Suite E","business_details.primary_contacts.*.address.address_2":"5 The Briars","business_details.primary_contacts.*.address.address_3":"Waterberry Drive","business_details.primary_contacts.*.address.address_4":"The Innovative Centre","business_details.primary_contacts.*.address.town_city":"Waterlooville","business_details.primary_contacts.*.address.county":"Hampshire","business_details.primary_contacts.*.address.postcode":"PO7 7YH","business_details.primary_contacts.*.address.country":"United Kingdom"}'
Request examples
{
  "type": "client",
  "role": "individual",
  "title": "Mr",
  "first_name": "Gareth",
  "middle_name": "Alex",
  "last_name": "Thompson",
  "maiden_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "send_welcome_email": true,
  "phone": "443330509960",
  "address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "assigned_adviser_uuid": "b2d7c116-5682-4ce8-b63e-1c0c787a910e",
  "assigned_administrator_uuid": "208ad0bb-978b-4b30-8d10-09746f6269a4",
  "assigned_paraplanner_uuid": "903ab7f6-8ff0-4417-8a6f-93a695cba457",
  "introduced_by_uuid": "31375e85-d415-4508-a0b0-231b56bfbb12",
  "date_of_birth": "1975-09-26",
  "gender": "Male",
  "ni_number": "AB 12 34 56 C",
  "nickname": "G",
  "target_retirement_age": 60,
  "pronouns": "he/him",
  "smoker_status": "non-smoker",
  "last_used_nicotine_products_date": "2024-09-26",
  "residential_status": "settled",
  "country_of_residence": "United Kingdom",
  "marital_status": "married",
  "is_vulnerable": "possibly",
  "is_prospect": false,
  "prospect_converted_at": "2025-09-26T13:23:31+01:00",
  "value": 500000,
  "is_uk_resident": true,
  "is_uk_domicile": true,
  "expected_retirement_age": 60,
  "state_retirement_age": 60,
  "nationalities": [
    "British",
    "Romanian"
  ],
  "vulnerability_details": "No vulnerabilities",
  "third_party_offered": true,
  "procedure_adaptation": true,
  "adaption_details_notes": "Adaptation notes",
  "client_preferences": "Prefers telephone calls in the morning.",
  "current_state_of_health": "Fit and healthy",
  "state_of_health_explanation": "Explanation of the current state of health.",
  "cigarettes_daily": 6,
  "smoker_since": "2015-09-26",
  "long_term_care_needed": false,
  "long_term_care_notes": "Notes on the client's long term care.",
  "has_will": false,
  "will_notes": "Notes on the client's will.",
  "will_last_reviewed": "2025-09-25",
  "has_power_of_attorney": true,
  "power_of_attorney_notes": "Notes on the client's power of attorney.",
  "first_contact_date": "2025-08-26",
  "units_of_alcohol_weekly": 28,
  "height": 186,
  "weight": 220,
  "health_notes": "Notes on the client's health.",
  "has_iht_planning": true,
  "iht_planning_notes": "Notes on the client's Inheritance Tax (IHT) planning.",
  "has_gifted_family": true,
  "gift_notes": "Notes on the gifts.",
  "is_anticipating_inheritance": true,
  "anticipating_inheritance_notes": "Notes on the client's inheritance anticipation/ expectations.",
  "next_review_date": "2025-10-26",
  "previous_review_date": "2025-08-26",
  "anniversary_review_date": "2025-09-26",
  "is_will_accurate": true,
  "will_executors": "string",
  "will_location": "string",
  "will_bequests_detail": "string",
  "is_poa_registered_epa_or_lpa": "epa",
  "are_poa_appointed_for_health_or_wealth": "health",
  "poa_attorney_appointed_at": "2025-09-26T00:00:00+01:00",
  "will_poa_details": "string",
  "are_poa_documents_registered": true,
  "will_gifts_details": "string",
  "groups": [
    "b4df8adc-06ca-4466-bc34-1525880ed4a5",
    "b9ce6cb1-acd2-4d34-80ad-a03a4e8c3bb1"
  ],
  "is_in_receipt_of_your_state_pension": true,
  "has_obtained_a_forecast": true,
  "date_of_forecast": "2025-09-26T13:23:31+01:00",
  "projected_state_pension": 50000,
  "years_of_national_insurance_contributions": 5,
  "pension_notes": "string",
  "status_uuid": "39dc18e2-be40-48e4-94cb-58c145edb631",
  "current_life_stage_uuid": "0de90b1d-b32c-4e73-8d3e-3b32e42e9e68",
  "date_of_marriage": "2025-09-26",
  "is_deceased": false,
  "deceased_at": "2025-09-26",
  "is_married_to_partner": true,
  "checked_sanctions_at": "2025-09-26",
  "lead_source": "LeadGen Company",
  "write_to_whom": "Gareth",
  "passport_number": "123456",
  "do_not_contact_via_fax": false,
  "do_not_contact_via_mail": false,
  "do_not_contact_via_sms": false,
  "do_not_contact_via_email": false,
  "do_not_contact_via_telephone": false,
  "do_not_visit": false,
  "do_not_market": false,
  "inactive_at": "2025-09-26",
  "circles": [
    {
      "uuid": null,
      "login_access_level": "write"
    }
  ],
  "external_reference": [
    {
      "reference": "AB123456",
      "third_party": "nucleus"
    }
  ],
  "owners": [
    null,
    null
  ],
  "shareholders": [],
  "shareholders.*.full_name": "John Smith",
  "shareholders.*.role": "Director",
  "shareholders.*.appointed_at": "2025-09-26",
  "shareholders.*.address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "shareholders.*.percentage": 60,
  "shareholders.*.shares_owned": 20,
  "shareholders.*.voting_rights": "Right to appoint or remove directors",
  "incomes": [],
  "incomes.*.name": "State Pension",
  "incomes.*.type": "pension",
  "incomes.*.amount": 20000,
  "incomes.*.amount_type": "net",
  "incomes.*.start_date": "2025-09-26",
  "incomes.*.end_date": "2025-09-26",
  "incomes.*.frequency": "monthly",
  "incomes.*.is_taxable": false,
  "business_details": [],
  "business_details.status": "Insolvent",
  "business_details.status_comments": "This was due to an accounting error",
  "business_details.type": "Public Limited Company",
  "business_details.type_comments": "They became a Public Limited Company after May 2025",
  "business_details.incorporated_on": "2025-09-26",
  "business_details.business_registered_address": [],
  "business_details.business_registered_address.name": "Work Address",
  "business_details.business_registered_address.address_1": "Suite E",
  "business_details.business_registered_address.address_2": "5 The Briars",
  "business_details.business_registered_address.address_3": "Waterberry Drive",
  "business_details.business_registered_address.address_4": "The Innovative Centre",
  "business_details.business_registered_address.town_city": "Waterlooville",
  "business_details.business_registered_address.county": "Hampshire",
  "business_details.business_registered_address.postcode": "PO7 7YH",
  "business_details.business_registered_address.country": "United Kingdom",
  "business_details.nature": "Construction",
  "business_details.uk_sic_code": "12345",
  "business_details.companies_house_number": "OC999999",
  "business_details.year_end_day": 11,
  "business_details.year_end_month": 7,
  "business_details.firm_website": "www.google.com",
  "business_details.employee_count": 30,
  "business_details.self_employed_staff_count": 30,
  "business_details.business_value": 45000000,
  "business_details.is_registered_vat": false,
  "business_details.vat_number": "12345",
  "business_details.accountant_company": "Accurate Accounting",
  "business_details.accountant_name": "Andy Accountant",
  "business_details.business_accountant_address": [],
  "business_details.business_accountant_address.name": "Work Address",
  "business_details.business_accountant_address.address_1": "Suite E",
  "business_details.business_accountant_address.address_2": "5 The Briars",
  "business_details.business_accountant_address.address_3": "Waterberry Drive",
  "business_details.business_accountant_address.address_4": "The Innovative Centre",
  "business_details.business_accountant_address.town_city": "Waterlooville",
  "business_details.business_accountant_address.county": "Hampshire",
  "business_details.business_accountant_address.postcode": "PO7 7YH",
  "business_details.business_accountant_address.country": "United Kingdom",
  "business_details.legal_adviser_name": "Lenny Legal",
  "business_details.business_legal_adviser_address": [],
  "business_details.business_legal_adviser_address.name": "Work Address",
  "business_details.business_legal_adviser_address.address_1": "Suite E",
  "business_details.business_legal_adviser_address.address_2": "5 The Briars",
  "business_details.business_legal_adviser_address.address_3": "Waterberry Drive",
  "business_details.business_legal_adviser_address.address_4": "The Innovative Centre",
  "business_details.business_legal_adviser_address.town_city": "Waterlooville",
  "business_details.business_legal_adviser_address.county": "Hampshire",
  "business_details.business_legal_adviser_address.postcode": "PO7 7YH",
  "business_details.business_legal_adviser_address.country": "United Kingdom",
  "business_details.auditor_name": "Andy Audit",
  "business_details.business_auditor_address": [],
  "business_details.business_auditor_address.name": "Work Address",
  "business_details.business_auditor_address.address_1": "Suite E",
  "business_details.business_auditor_address.address_2": "5 The Briars",
  "business_details.business_auditor_address.address_3": "Waterberry Drive",
  "business_details.business_auditor_address.address_4": "The Innovative Centre",
  "business_details.business_auditor_address.town_city": "Waterlooville",
  "business_details.business_auditor_address.county": "Hampshire",
  "business_details.business_auditor_address.postcode": "PO7 7YH",
  "business_details.business_auditor_address.country": "United Kingdom",
  "business_details.data_protection_officer": "Dave Data",
  "business_details.primary_contacts": [],
  "business_details.primary_contacts.*.uuid": "8b42731c-d67f-4e58-b098-3ac944622ab1",
  "business_details.primary_contacts.*.name": "Jane Doe",
  "business_details.primary_contacts.*.email": "janedoe@primarycontact.com",
  "business_details.primary_contacts.*.address": [],
  "business_details.primary_contacts.*.address.name": "Work Address",
  "business_details.primary_contacts.*.address.address_1": "Suite E",
  "business_details.primary_contacts.*.address.address_2": "5 The Briars",
  "business_details.primary_contacts.*.address.address_3": "Waterberry Drive",
  "business_details.primary_contacts.*.address.address_4": "The Innovative Centre",
  "business_details.primary_contacts.*.address.town_city": "Waterlooville",
  "business_details.primary_contacts.*.address.county": "Hampshire",
  "business_details.primary_contacts.*.address.postcode": "PO7 7YH",
  "business_details.primary_contacts.*.address.country": "United Kingdom"
}
{
  "type": "employee",
  "role": "member",
  "first_name": "Gareth",
  "last_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "send_welcome_email": true,
  "phone": "443330509960",
  "address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "assigned_adviser_uuid": "817124e0-58a2-4e18-ab86-cf9e04f46043",
  "departments": [
    "paraplanner",
    "adviser"
  ],
  "groups": [
    "74f8695d-c380-4750-a7df-6643235fee60",
    "b641e988-777f-400f-a127-d9c18e44564c"
  ],
  "adviser_split_uuid": "00defadb-52d4-4c12-b763-2d28440112de",
  "advice_type": "independent",
  "next_review_date": "2025-10-26",
  "previous_review_date": "2025-08-26",
  "anniversary_review_date": "2025-09-26",
  "meeting_booking_url": "https://calendly.com/gareth-codepotato",
  "inactive_at": "2025-09-26"
}
{
  "type": "introducer",
  "role": "introducer",
  "title": "Mr",
  "first_name": "Patrick",
  "last_name": "Stanton",
  "entity_name": "PatrickCo",
  "email": "gareth@codepotato.co.uk",
  "send_welcome_email": true,
  "phone": "443330509960",
  "address": [
    {
      "name": {
        "type": "string",
        "example": "Work Address",
        "required": false,
        "description": "Name of the address"
      },
      "county": {
        "type": "string",
        "example": "Hampshire",
        "required": false,
        "description": "County"
      },
      "country": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country"
      },
      "postcode": {
        "type": "string",
        "example": "PO7 7YH",
        "required": false,
        "description": "Postcode"
      },
      "address_1": {
        "type": "string",
        "example": "Suite E",
        "required": false,
        "description": "First line of the address"
      },
      "address_2": {
        "type": "string",
        "example": "5 The Briars",
        "required": false,
        "description": "Second line of the address"
      },
      "address_3": {
        "type": "string",
        "example": "Waterberry Drive",
        "required": false,
        "description": "Third line of the address"
      },
      "address_4": {
        "type": "string",
        "example": "The Innovative Centre",
        "required": false,
        "description": "Fourth line of the address"
      },
      "town_city": {
        "type": "string",
        "example": "Waterlooville",
        "required": false,
        "description": "Town/City"
      },
      "move_in_date": {
        "type": "string",
        "example": "2024-06-20",
        "required": false,
        "description": "Move in date"
      },
      "moved_in_year": {
        "type": "integer",
        "example": 2022,
        "required": false,
        "description": "The year the client moved into this address."
      },
      "moved_in_month": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The month the client moved into this address."
      },
      "moved_out_year": {
        "type": "integer",
        "example": 2024,
        "required": false,
        "description": "The year the client moved out of this address."
      },
      "moved_out_month": {
        "type": "integer",
        "example": 1,
        "required": false,
        "description": "The month the client moved out of this address."
      },
      "residential_status": {
        "type": "string",
        "example": "homeowner",
        "required": false,
        "description": "The client's residential status when living at the address."
      },
      "residential_status_other": {
        "type": "string",
        "example": "Non-tenant occupier",
        "required": false,
        "description": "The client's residential status if it is not provided in the residential_status options. Must only be provided if residential_status is other."
      }
    }
  ],
  "assigned_adviser_uuid": "c67c5639-882d-49e3-9d03-f7987a64f620",
  "groups": [
    "b2b4548a-68d1-4a34-95d9-7128e13a2135",
    "40842fc6-3c24-49c7-b9da-0000f88c9705"
  ],
  "charge_split_schema_uuid": "b86f5a22-c5a4-4432-acc0-0f021c26e129",
  "next_review_date": "2025-10-26",
  "previous_review_date": "2025-08-26",
  "anniversary_review_date": "2025-09-26",
  "inactive_at": "2025-09-26"
}
Response examples (200)
{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "1e9c0092-a8bf-4b84-bcd1-bb24d78ddfc3",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-09-26T13:23:31+01:00",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#ffffff",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#ffffff",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#ffffff",
      "portal_background": "#f6f6f6",
      "portal_brand_title": "#323b4b",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323b4b",
      "portal_sidebar_title": "#11151d",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#e3e5e9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323b4b",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323b4b",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#ffffff",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_account_title": "#11151d",
      "portal_sidebar_button_active": "#ffffff",
      "sidebar_title_secondary_hover": "#ffffff",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_button_background": "#f6f6f6",
      "portal_sidebar_user_select_hover": "transparent",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "transparent",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "92e08a4d-20fa-4cb2-869e-e28d6239b73d",
      "colour": "#ef4582",
      "created_at": "2025-09-26T13:23:31+01:00",
      "updated_at": "2025-09-26T13:23:31+01:00"
    }
  ],
  "type": "client",
  "uuid": "f211461d-e8fc-4b30-bc9e-76f8a28f1cad",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "2140c000-3619-4937-bfd0-d53aa03aa937",
      "created_at": "2025-09-26T13:23:31+01:00",
      "updated_at": "2025-09-26T13:23:31+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "72ed815c-2068-49a2-9e9c-34154fe2071c",
          "description": "UUID of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        }
      },
      "participants_count": "3"
    }
  ],
  "owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "bdb40959-c965-4abe-8994-3b1cf7d032ec",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2025-09-26T13:23:31+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-09-26T13:23:31+01:00",
      "with_login": true,
      "inactive_at": "2025-09-26",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-09-26T13:23:31+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-09-26T13:23:31+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-09-26T13:23:31+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-09-26T13:23:31+01:00"
    }
  ],
  "circles": [
    {
      "name": "Jones Family",
      "uuid": "ef174444-52a0-4f5b-ba46-bfe8d9ddc0bd",
      "groups": "App\\Http\\Resources\\GroupResource",
      "accounts": "App\\Http\\Resources\\MinimalAccountResource",
      "bg_colour": "#35f4e1",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "created_at": "2025-09-26T13:23:31+01:00",
      "updated_at": "2025-09-26T13:23:31+01:00",
      "joint_account_uuid": "486e2d5e-bad8-4805-8b2f-f6dcd5cdeada",
      "login_access_level": "write",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    }
  ],
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
  "created_at": "2025-09-26T13:23:31+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-09-26T13:23:31+01:00",
  "with_login": true,
  "inactive_at": "2025-09-26",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "f1b10ed7-745c-43f2-9fe7-b48f6fd24f27",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-09-26T13:23:31+01:00",
      "updated_at": "2025-09-26T13:23:31+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "8a80bb1b-649f-4c7d-a98a-984963c23c0d",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-09-26T13:23:31+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "with_login": true,
    "inactive_at": "2025-09-26",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-09-26T13:23:31+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-09-26T13:23:31+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-09-26T13:23:31+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-09-26T13:23:31+01:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "dee7b2e7-a14d-4eee-ba12-32585d35235b",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-09-26T13:23:31+01:00",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "can_be_deleted": "false",
  "assigned_adviser": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "afac342a-db78-4cfe-8229-c86e8842aee6",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-09-26T13:23:31+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "with_login": true,
    "inactive_at": "2025-09-26",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-09-26T13:23:31+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-09-26T13:23:31+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-09-26T13:23:31+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-09-26T13:23:31+01:00"
  },
  "next_review_date": "2025-09-26T13:23:31+01:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "3976ec17-d1c0-4ea6-8e16-84da86b1a101",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-09-26T13:01:31+01:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-09-26T13:23:31+01:00",
    "start_date": "2025-09-26T12:33:31+01:00",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "first_contact_date": "2025-09-26T13:23:31+01:00",
  "external_references": [
    {
      "uuid": "6d184f27-3c7e-4ea4-83bf-c4fdc89aab52",
      "reference": "AB123456",
      "created_at": "2025-09-26T13:23:31+01:00",
      "updated_at": "2025-09-26T13:23:31+01:00",
      "third_party": "nucleus"
    }
  ],
  "assigned_paraplanner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "27503ba9-9b66-4b42-8590-1ee3b84d82d4",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-09-26T13:23:31+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "with_login": true,
    "inactive_at": "2025-09-26",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-09-26T13:23:31+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-09-26T13:23:31+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-09-26T13:23:31+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-09-26T13:23:31+01:00"
  },
  "joint_account_circle": {
    "name": "Jones Family",
    "uuid": "09090f29-e1d7-42e6-86be-7e6a1a0cda95",
    "groups": "App\\Http\\Resources\\GroupResource",
    "accounts": "App\\Http\\Resources\\MinimalAccountResource",
    "bg_colour": "#35f4e1",
    "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
    "created_at": "2025-09-26T13:23:31+01:00",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "joint_account_uuid": "d88cfc7b-349d-4524-b923-ffe0c8944bca",
    "login_access_level": "write",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "ownership_percentage": 100,
  "previous_review_date": "2025-09-26T13:23:31+01:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "b159ffb6-5b92-4aae-9c1a-9f88ae149d42",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-09-26T13:23:31+01:00",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "assigned_administrator": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "a0d2987b-ce81-4c36-89b5-060df9a8f3b1",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-09-26T13:23:31+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-09-26T13:23:31+01:00",
    "with_login": true,
    "inactive_at": "2025-09-26",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-09-26T13:23:31+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-09-26T13:23:31+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-09-26T13:23:31+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-09-26T13:23:31+01:00"
  },
  "anniversary_review_date": "2025-09-26T13:23:31+01:00"
}