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1. "'Steady as she goes' is best form of financial advice"

Now that Theresa May has formerly triggered Article 50, are we going to make a dog’s breakfast of Brexit or can we look forward to dining at the Ritz?

Tags: Ken Davy, Brexit
By Ken Davy

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Testimonials

"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.” 

Clive Webb 
CW Capital Management

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Latest News

Estate planning red flags

August 10, 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

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NMBA vote: Do clients care if advisers are independent or restricted?

August 08, 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

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"Time for your 2018 reboot?"

August 01, 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

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The SimplyBiz Group announces partnership with Guardian Financial Services

August 01, 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

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