Latest News & Blog

Why advisers should consider getting extra support in their business "Why advisers should consider getting extra support in their business"

07 Feb 2018

With delegation the key to business success, Tom Hegarty, Managing Director of NMBA, discusses why many advisers should consider getting extra support.

"Trouble finding an apprentice? Here's why" "Trouble finding an apprentice? Here's why"

06 Dec 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

"Enthusiasm, courage and goals lead to success" "Enthusiasm, courage and goals lead to success"

27 Nov 2017 Ken Davy

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

"FSCS funding should be fair and affordable" "FSCS funding should be fair and affordable"

17 Nov 2017 Ken Davy

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

"Self-employed should mind the protection gap" "Self-employed should mind the protection gap"

13 Nov 2017 Ken Davy

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

"California dreaming on such a winter's day" "California dreaming on such a winter's day"

06 Nov 2017 Ken Davy

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

So FAMR, so good ... So FAMR, so good ...

11 Jul 2017

12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?    

NMBA - How Govt's apprentice funding freeze risks the future of advice NMBA - How Govt's apprentice funding freeze risks the future of advice

06 Jun 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

"Spring into technology and grow your client base" "Spring into technology and grow your client base"

12 Apr 2017 Ken Davy

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

"Get to grips with the softer side of advice" "Get to grips with the softer side of advice"

11 Apr 2017 Tom Hegarty

Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.

Testimonials

Friendly, knowledgeable staff and a great source of help and support, particularly helpful with Gabriel reporting.

David O’Leary DipPFS
Primary Wealth Limited 

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Latest News

"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

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"We are the antidote to consolidation and want small firms to thrive"

July 02, 2018

SimplyBiz CEO Neil Stevens said the group was "passionate about being the antidote to consolidation" as he praised the work and quality of smaller advice firms.

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SimplyBiz reveals line-up for advice show

June 22, 2018

Leading figures and some of the industry’s heavyweights will feature in the online broadcast sessions from 10.30am to 2pm on 2 July.

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"Social care is elephant in the room"

June 20, 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

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