Latest News & Blog

Keeping client relationships strong Keeping client relationships strong

24 Apr 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

The shot in the arm that financial advice needs "The shot in the arm that financial advice needs"

25 Apr 2018

I was invited to say a few words last week to the first group of 16 apprentices, beginning their two-year journey to becoming fully-fledged financial advisers through the New Model Business Academy’s Apprenticeship Programme.

SimplyBiz Mortgages adds InterBay to panel

23 Apr 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

New data rules risk triggering claims industry

13 Apr 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

"30 years on, the principal still carries the can" "30 years on, the principal still carries the can"

11 Apr 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

Understanding what makes a good advice process

10 Apr 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

SimplyBiz Mortgages adds The Melton to panel

09 Apr 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

What are soft skills and why do advisers need them?

05 Apr 2018

Tom Hegarty, Managing Director of NMBA, discusses how soft skills are just one of the many talents that adviser need today.

Are your business efficiencies working against you?

04 Apr 2018

Dan Rusell, Managing Director of SimplyBiz Investment Services, considers how to turn the term 'efficiency' from something vague and woolly into something more practical and precise.

SimplyBiz enters Aim market at 170p a share

04 Apr 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

Testimonials

“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”

Chris Kelly
Boldon

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Latest News

The kids are alright

November 07, 2018

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

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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