There are 4 item(s) tagged with the keyword "SimplyBiz".

Displaying: 1 - 4 of 4

1. SimplyBiz launches new DB pension transfer bureau

The SimplyBiz Group has launched a new DB pension transfer bureau in partnership with Creative Wealth Management.

Tags: SimplyBiz, DB
2. Make your 'happy' new year come true in 2017

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

Tags: SimplyBiz, Ken Davy
By Ken Davy
3. "Seismic events leave path unclear"

Looking back to this time last year, we were all aware that, following David Cameron's somewhat surprising overall victory in the General Election, we would have a referendum on Britain's membership of the European Union, and that in the US they would be voting for a new president.

Tags: SimplyBiz, Ken Davy
By Ken Davy
4. Why SimplyBiz's chair thinks the FCA is bringing consultation into disrepute
Tags: SimplyBiz, FCA

Displaying: 1 - 4 of 4

Testimonials

“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”

Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

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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.

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"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.

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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.

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Adviser Landscape

September 14, 2017

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

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