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

Displaying: 1 - 1 of 1

1. "Providers can help cull Mickey Mouse products"

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

Tags: Ken Davy, Investments
By Ken Davy

Displaying: 1 - 1 of 1

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

Read More

Latest News

SimplyBiz Group supports AToM through DA application process

December 13, 2018

New SimplyBiz Mortgages Member talks about why they chose to work with us 

Read more >

NMBA: Paraplanning apprenticeship goes live

December 12, 2018

And applications for our 2019 cohorts are now open! 

Read more >

NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

Read more >

NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

Read more >