There are 4 item(s) tagged with the keyword "SimplyBiz".

Displaying: 1 - 4 of 4

1. SimplyBiz launches new DB pension transfer bureau

The SimplyBiz Group has launched a new DB pension transfer bureau in partnership with Creative Wealth Management.

Tags: SimplyBiz, DB
2. Make your 'happy' new year come true in 2017

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

Tags: SimplyBiz, Ken Davy
By Ken Davy
3. "Seismic events leave path unclear"

Looking back to this time last year, we were all aware that, following David Cameron's somewhat surprising overall victory in the General Election, we would have a referendum on Britain's membership of the European Union, and that in the US they would be voting for a new president.

Tags: SimplyBiz, Ken Davy
By Ken Davy
4. Why SimplyBiz's chair thinks the FCA is bringing consultation into disrepute
Tags: SimplyBiz, FCA

Displaying: 1 - 4 of 4

Testimonials

"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."

M Mohan
Middlesex

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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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