Keeping client relationships strong Keeping client relationships strong

24 Apr 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

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Testimonials

"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."

M Mohan
Middlesex

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