Selecting the right platform for the job Selecting the right platform for the job

02 Sep 2021

In this month's Money Marketing, our Head of Business Development, Karl Dines, talks about picking the right platform for the job. And, as you can see here, Karl's certainly the right man for the job when it comes to talking CIPs, suitability and assessing clients' circumstances.

Read the full article


The latest from SimplyBiz

14 May 2024

SimplyBiz recognised in 'Women in Financial Advice Awards' nominations

Read more >

25 April 2024

Fabian Wiesner: Is ESG investing dead? Or is this just the beginning?

Read more >

25 April 2024

Jill Hamilton: Ten key steps to training and competence compliance

Read more >

23 April 2024

SimplyBiz partners with Net Zero Now

Read more >