SIMPLIFY CONSULTING APPOINTS COO AND HEAD OF WEALTH PRACTICE

Wed, 7 May 2025

PRESS RELEASE: Simplify Consulting appoints COO Louise Greig and Head of Wealth Practice Nick Clarke and Lead Consultants Rachel Allen and Andy Greenfield. Co-founders and CEO Kate Monserrate says “We welcome Louise, Nick, Rachel and Andy who will play a crucial role alongside the existing team in helping us to realise our future growth plans. This is just the beginning for Simplify in 2025 – we will be announcing further news over the course of the year.”

View News Article

20 May 2025

Is the FCA’s AI testing service an opportunity for wealth managers?

The WealthNet: Wealth Consultant Richard Shearwood shares his thoughts on the FCA's announcement on launching...

19 May 2025

FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction

IFA Magazine: Dominic House Lead Consultant shares his views - FCA Financial Lives Survey sparks...

15 May 2025

Why wealth firms need to take complaints more seriously

Portfolio Adviser May 2025: Lead Consultant Dom House shares his thoughts with Portfolio Adviser on...

15 May 2025

Duty of care

Portfolio Adviser May 2025: While good progress is being made by firms towards meeting Consumer...

14 May 2025

Majority of young people don’t know financial education is on the curriculum

This is Money: Giang Hughes shares her thoughts on financial education in the article 'Majority...

06 May 2025

Financial Ombudsman Service received over 140,000 complaints in the second half of 2024

IFA Magazine: Dom House shares his views on data published by the Financial Ombudsman Service...

01 May 2025

How will advisers know their clients are vulnerable?

FT Adviser: Jo Fulford writes writes for FT Adviser sharing her thoughts on what firms...

regulationwordwithwoodenrubberstamp-lawrulesandregulations

08 April 2025

Regulatory outlook: Consumer Duty due diligence is a thorny problem

Portfolio Adviser: Wealth Consultant Jo Fulford shares her thoughts on Consumer Duty, Operational Resilience and...

07 April 2025

How could the government reform ISAs?

City AM: Dom House Lead Consultant shares his expert opinion with City AM alongside other...

01 April 2025

The Wealth Show podcast: How are wealth firms integrating their businesses?

The Wealth Show podcast: In this episode, we’re joined by Carl Woodward, co-founder of Simplify...

stuttgartgermany-05-26-2022personholdingcellphonewithlogoof

25 March 2025

Industry rejoices at FCA’s shift away from prescription but standards must be upheld

Investment Week: Wealth Consultant Mike Penny shares his thoughts in Investment Week along with other...

11 March 2025

IWD We could have had it all

IFA Magazine: Giang Hughes writes for International Women's Day reflecting on the progress made towards...

awomanisholdingaglassjar-apiggybankwith-2

10 March 2025

How the wealth industry can tackle the gender pensions gap.

#IWD25 | How the wealth industry can tackle the Gender Pension Gap, according to Kirstin...

diversepeoplesitatdeskinofficemalerealtormake

07 March 2025

Industry needs to be proactive not reactive to vulnerability

Following the FCA's vulnerable customer research, which revealed that only 40% of vulnerable customers disclosed...

customerexperiencemanagementconceptbusinessmantouchingvirtualcustomerexperienceicon

04 March 2025

What can wealth firms do to create customer controlled experiences?

Discover how the shift to a customer-centric approach in wealth management is transforming service delivery....

25 February 2025

AI could be a game-changer for complaints handling

View All Blogs

You Might Also Like