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

"In a world of image-is-everything, I have come across many a recruitment agent over the years. Promises not fulfilled, comments not substantiated, systems/procedures that don't manifest themselves. Instead what I have found with you and SimplyBiz is, above all, integrity. What you have said has been based on experience and knowledge and, accordingly, has been based on facts. Facts that have, of course, transpired to be true. The ability to rely on those who know what the DA application process is all about is impossible to cost, but important to value."

Derek Avenell
Hawthorn Financial Services

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Latest News

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.

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"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.

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"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.

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Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

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