"I would recommend that anyone contemplating the journey towards direct authorisation enlists the assistance of SimplyBiz. They are veterans of the direct authorisation application process and have succeeded thousands of times at taking firms through to successful authorisation. SimplyBiz made the whole application process less stressful and easier to manage, particularly when it came to corresponding with the Regulator.
All of the staff at SimplyBiz that I have had the pleasure of coming into contact with appear to be very highly trained and good at what they do. The overall impression is that they have the right people, with the right skills, in the right job, that enables them to get the right result. It gives me great pleasure to be associated with such a forward looking, pioneering and progressive organization.”
CW Capital Management
"How turning a blind eye got us to where we are now"
July 18, 2018
It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.
How to help clients create a lasting power of attorney - CPD article
July 16, 2018
Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.
Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show
July 10, 2018
Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.
"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.