Seamlessly manage your firms' professional referrals, conduct due diligence on partners, and diagnose your clients wider needs - all in a single compliant platform. Clients need their accountant, solicitor, and IFA to work together. Lack of data, opaque regulation, and mistrust between professional... Read more

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51-200

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Johnny Ridd
Founder | CEO
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James Valentine
Director Of Growth
Philippa Hann
Consultant
James V.
Director Of Growth
Jonathan Morley
Business Development Director
Michael Smith
Financial Planning

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