Latest News & Blog

GDPR - a threat to businesses? GDPR - a threat to businesses?

26 Jul 2018

Two months into the new rules, advisers are still far from welcoming the change

Dan Russell: What would Gareth do?

20 Jul 2018

"Own the process, not the outcome" - Dan Russell wonders whether the England manager has been learning from successful financial advisers?

Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

10 Jul 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

How to help clients create a lasting power of attorney - CPD article

16 Jul 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.

"How turning a blind eye got us to where we are now" "How turning a blind eye got us to where we are now"

18 Jul 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.

Hello, have you been mis-sold an accident claim? "Hello, have you been mis-sold an accident claim?"

05 Jul 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.

"We are the antidote to consolidation and want small firms to thrive"

02 Jul 2018

SimplyBiz CEO Neil Stevens said the group was "passionate about being the antidote to consolidation" as he praised the work and quality of smaller advice firms.

Testimonials

"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz.  If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"

Chris Lee
Lee Financial Planning

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Latest News

Richard Ardron: Keeping pace with the modern client

February 12, 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

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SimplyBiz Group named Best Support Services For Advisers at Professional Adviser Awards

February 07, 2019

The Group was delighted to receive the honour for the second consecutive year at the awards ceremony on the 7th February. 

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Ken Davy: How education can keep scammers at bay

February 06, 2019

With the sophistication of financial services scams, particularly those on social media, increasing, Group Chairman Ken Davy discusses why knowledge is power when it comes to protecting your clients.

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Ken Davy: Proof that the new FOS limits are not fair

January 23, 2019

Chairman Ken Davy has a closer look at one of FOS’ latest rulings, and discusses why he believes it defies both common sense and the law!

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