Latest News & Blog

"Providers must allow tax deductible advice" "Providers must allow tax deductible advice"

28 Sep 2017 Ken Davy

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 Fos report is a dollop of gruel for advisers

19 Sep 2017 Ken Davy

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

Adviser Landscape Adviser Landscape

14 Sep 2017 Ken Davy

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Back in the GDPR... Back in the GDPR...

14 Sep 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

14 Sep 2017 Richard Nuttall

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments. 

EU rule could cause trouble for IFAs EU rule could cause trouble for IFAs

11 Sep 2017 Ken Davy

Sadly, we are now at the end of the summer holidays, so it is time to brush off the sand and pack away the sun cream.

A golden opportunity to recruit new advisers A golden opportunity to recruit new advisers

04 Sep 2017 Matt Timmins

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

Testimonials

"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!"

Chris Lee
Lee Financial Planning

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Latest News

"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.

Read more >

"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.

Read more >

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.

Read more >

Adviser Landscape

September 14, 2017

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Read more >