Code User Group October 2025

Written By Jonathan Jeffery

This months user group session focused on role identification.

This continues to be a topic where we receive questions about which sector / role is best to be used when using Code-FI tools.

The session started off by discussing the importance of identifying (in this order):

  1. Company type (Ltd, Plc, LLP, holding company etc)

  2. Company size (using the size guide)

  3. Company sector

  4. Role type & level

  5. Owner, director, director owner role

Jon then moved onto identifying where the wealth is coming from (salary, Bonus, dividends, profit share, sale etc) and implications for liquidity and ask timing.

A number of examples were then discussed along with key advice,

A recording of the session can be found here: https://zoom.us/rec/share/IBHTOV2nsddg1qOQL7b8F8Sczcxle0oNRbhObYr8hNMNTT22UOLqqSgFhac-ESzY.4cuaGUhxtVgVreho

Passcode: f^E%p0RE

Jonathan Jeffery
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Code User Group September 2025