"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz. If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"
Lee Financial Planning
"A princely way of looking at succession issues"
October 04, 2017
Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.
"Providers must allow tax deductible advice"
September 28, 2017
Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.
Fos report is a dollop of gruel for advisers
September 19, 2017
Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.
September 14, 2017
SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.