SimplyBiz is delighted to be working with the Financial Vulnerability Taskforce. It's vital to help financial advisers and mortgage brokers understand more about recognising and supporting vulnerable clients, and we believe that the most effective way to do this will be through unifying efforts and resources across the sector.
We are delighted to welcome Hoxton Capital Management to our DB Pension Transfer Bureau. Hoxton offers an international service, meaning it is able to conduct cases for clients not only in the UK, but also the EU, US, Australia and the Middle East.
“The two areas that probably matter the most are the quality and depth of the client bank, and the technology and systems with which the practice operate”. Our Joint CEO, Matt Timmins, takes a deep dive into the adviser M&A market.
In this month’s focussed interview from Mortgage Introducer, Makayla Everitt, Head of SimplyBiz Mortgages, keeps 'an eye on the future' as she discusses effects of the pandemic, the market's direction of travel and her hidden costume design skills!
In his latest FT Adviser article, Ken Davy discusses the circumstances which have resulted in an increased number of clients who could be considered vulnerable, and how financial advisers are uniquely positioned to support them.
Congratulations to Gateway Surveyors on being appointed as panel manager for Fleet Mortgages. It is the latest in a series of panel management appointments for Gateway, whose quality management service is fully ISO 9001:2015 accredited.
SimplyBiz Mortgages Chief Executive, , spoke to about the latest Royal Institution of Chartered Surveyors (RICS) guidance on cladding and the use of EWS1 forms,
Libby Holding, Legal Services Director of APS Legal, explores a recent court case looking at whether a care home patient with dementia should have been given the Covid-19 vaccine against her son's wishes.