Group Chairman, Ken Davy, spoke to Amanda Newman Smith of Money Marketing about his five decades in financial services, the profound effect of Covid-19 upon the sector and the significant part technology is playing in creating a bright future for advisers.
Great to see Cathy Nolan in the press, discussing her journey from apprentice to adviser. Through the New Model Business Academy, we're proud to have supported Cathy’s journey so far, as she mentions in this article, and can't wait to see what she has planned for the future.
We're absolutely delighted to have been shortlisted as Best Support Services for Advisers in the Professional Adviser Awards. These awards are very close to our heart and we're honoured to have been recognised in previous years.
In our recent MI Live broadcast, Dina Bhudia of P2M Asset Management, Damian Thompson of Aldermore Bank PLC and the Group's HR Director, Emily Blain FCIPD, discussed the value of diversity and inclusivity in the sector.
Compliance Services Director, Mark Greenwood, speaks to Octopus Investments about his three top tips for those advising on - or wanting to find out more about - business property relief.
We're delighted to welcome Aviva Financial Advice to our DB pension transfer bureau, helping us provide vital support to advisers and their clients in this complex business area.
Group Chairman, Ken Davy, discusses the ways in which 2021 could be a hugely exciting year for financial advisers, and how the lessons learned in 2020 could be beneficial over the coming months.
Our Group Chairman, Ken Davy, celebrated his 50th anniversary in financial services this month. To mark the occasion, he wrote this piece about his time starting out as an adviser, and why the future for the sector has never looked more positive.
‘Tis the season for estate planning and in this article Libby Holding, Legal Services Director of APS Legal & Associates - part of The SimplyBiz Group - explores the ways in which additional gifts at this time of year can help clients with their estate planning for inheritance tax (IHT).
"As we developed the remote valuations, we knew that they would prove suitable for not only this trying time but also moving forward."