"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz. If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"
Lee Financial Planning
Matt Timmins: New guidance body has no right to word 'advice'
October 20, 2017
Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice
Government must help meet the needs of the elderly
October 11, 2017
Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.
"A princely way of looking at succession issues"
October 04, 2017
Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.
"Providers must allow tax deductible advice"
September 28, 2017
Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.