There are 2 item(s) tagged with the keyword "Referrals".
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- 1. Client education around LPAs is vital
Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.
- 2. A New Year message from Ken Davy
SimplyBiz Group Chairman, Ken Davy provides an update on the year ahead, regulation, our services, and his campaign to reform the FSCS funding system.
Displaying: 1 - 2 of 2