Latest News & Blog

A day in the life of... your client A day in the life of... your client

27 Mar 2017 Richard Ardron

Simply by changing your website you can tap into changing consumer behaviour...

"To boldly go where no robot has gone before" "To boldly go where no robot has gone before"

20 Mar 2017 Ken Davy

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

Nearly half of advisers think clients are being overcharged, survey finds Nearly half of advisers think clients are being overcharged, survey finds

15 Mar 2017 Tom Hegarty

Almost half of advisers think that some clients are overpaying for the value of service they receive, according to a survey conducted by SimplyBiz's New Model Business Academy (NMBA).

"Singing loudly over FSCS funding consultation" "Singing loudly over FSCS funding consultation"

10 Mar 2017 Ken Davy

In 1959, It’s Now or Never was a massive hit for Elvis Presley, selling more than 5m records and it is no exaggeration to say that it is now or never for you to have your say on how the FSCS is funded.

"The thorny issue of picking a finance body name" "The thorny issue of picking a finance body name"

02 Mar 2017 Ken Davy

In Romeo and Juliet, Shakespeare wrote the immortal line: “A rose by any other name would smell as sweet.”  

Testimonials

“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”

Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

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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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