"Having joined SimplyBiz last August, you may or may not remember that I nearly did an 'about turn' before leaving the network I was with. It was after a conversation by phone with you (Ken Davy), that I decided to join and to be totally frank, it was the best move I have made. Thanks for that."
"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.