Thank you so much for your help with becoming directly authorised – it’s been so much easier than I thought.
You have all been so helpful and professional and I am still quite stunned by the support from SimplyBiz. Whenever I ring up, the response is always more thorough than I would have expected.
I really am very, very pleased I joined - here’s to a bright new future.
Shore Financial Planning
Liz Coyle: Your Senior Managers & Certification Regime refresher
May 17, 2018
Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.
SimplyBiz Group's Centra investment system has attracted 1500 users
May 14, 2018
Dan Russell, MD of SimplyBiz Investment Services, expresses his delight with the speed and enthusiasm with which Centra, the end-to-end investment service, has been embraced by advisers.
"Ending 'phoenixing' is a matter of political will"
May 10, 2018
The government minister, Robert Jenrick, recently highlighted that the practice of ‘phoenixing’ can be deeply corrosive to public trust in the system which is progressively passed on to the whole of our economy. While this is undoubtedly true, what I find so depressing is that after all these years the debate had to take place at all.
PA360: Financial advice faces recruitment 'double challenge'
May 08, 2018
Tom Hegarty, Managing Director of NMBA, considers the current challenges facing recruitment into financial advice given the decline of the traditional entry points.