Matt Timmins: What's your competency process?
The Group’s Joint-CEO reports on our survey asking advisers if they have a process through which they are able to demonstrate their competency and technical knowledge beyond CPD.
“I am more than happy with the service I receive from SimplyBiz and will remain a Member as long as the quality of service is maintained and they continue to employ such high quality individuals”
John Whelan Financial Planning
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?
February 07, 2019
The Group was delighted to receive the honour for the second consecutive year at the awards ceremony on the 7th February.
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.
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!