There are 1 item(s) tagged with the keyword "MDRT".

Displaying: 1 - 1 of 1

1. "California dreaming on such a winter's day"

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Tags: PFS, MDRT, Ken Davy
By Ken Davy

Displaying: 1 - 1 of 1

Testimonials

"Interaction, support, innovation, connectivity, value for money, road shows, compliance documentation, SimplyBiz are the BIZ.

“SimplyBiz communicate, plan and ensure our business is fore-warned of potential business decisions that have to be made."

Glyn Snelgrove
Lexicon Financial Services Ltd

Read More

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?

Read more >

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. 

Read more >

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.

Read more >

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!

Read more >