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Simplify directors Kate and Carl look ahead to 2023
Welcome to our interview with Kate Monserrate and Carl Woodward, co-founders and directors of Simplify...
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Meet the Team – Natasha Birchall Wealth Consultant
Meet the Simplify Consultant: In a series of interviews, we will introduce you to the...
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Talk Money Week – Let’s Talk Credit vs Investments
Credit vs Investments It’s fair to say that the last couple of months have been...
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Consumer Duty – Better Service for Better Customer Outcomes
In the third part of our series on the Consumer Duty, we look at how...
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Consumer Duty – Consumer Understanding
Consumer Duty – Customer Communications In the second part of our series on the Consumer...
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Meet the Team – Matt Short Business Manager
In a series of interviews, we will introduce you to the consultants from the Simplify...
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The Pension Nudge – A welcomed change or another barrier?
Following 2014’s Pension Freedom regulations, the government launched Pensionwise. It’s a free and impartial guidance...
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Is domain knowledge necessary to be a successful Project Manager?
Is domain knowledge a pre-requisite to being a successful project manager in today’s wealth management...
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Meet the Team – Richard Shearwood Wealth Consultant
In a series of interviews, we will introduce you to the consultants from the Simplify...