Latest News & Blog

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.

Revised managers' regime will uncover 'reckless and criminal' firms

31 Aug 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Matt Timmins: Advisers must go back to basics Matt Timmins: Advisers must go back to basics

24 Aug 2017

The industry seems to have lost sight of the important fundamentals when it comes to clients’ financial plans.

Ken Davy: "Dump those bad apples and embrace SM&CR" Ken Davy: "Dump those bad apples and embrace SM&CR"

10 Aug 2017

It only takes a few rotten apples to add some very big numbers to every good adviser’s FSCS bill, so anything that will help us rid our sector of them is to be welcomed.

Ken Davy: "Taking a weather check on pension freedoms" Ken Davy: "Taking a weather check on pension freedoms"

02 Aug 2017

BBC weatherman Michael Fish famously failed to forecast the hurricane in October 1987, which overnight destroyed 15m trees and turned the town of Sevenoaks into just one oak.

Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

28 Jul 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Ken Davy: "Good financial advice means more holiday cash" Ken Davy: "Good financial advice means more holiday cash"

26 Jul 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

SimplyBiz launches new DB pension transfer bureau

25 Jul 2017

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

The Matryoshka Principle, dolls and modelling your business

22 Jul 2017

In part one of his four part series, Karl Dines, Head of Business Consultancy and SimplyBiz, explores how the Matryoshka Principle can be translated in the advice process to create a robust business model.

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

20 Jul 2017

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

"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."

Doug Ryder
Bucks

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Latest News

New FOS pay-outs really are the limit

December 05, 2018

FOS needs to take another shot at new limits 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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PTR dodges Chancellor's axe...again.

November 21, 2018

We are still some way off a budget which is ‘good for all’

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The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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