"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"
Dr David Carter APFS
The shot in the arm that financial advice needs
April 25, 2018
I was invited to say a few words last week to the first group of 16 apprentices, beginning their two-year journey to becoming fully-fledged financial advisers through the New Model Business Academy’s Apprenticeship Programme.
SimplyBiz Mortgages adds InterBay to panel
April 23, 2018
SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.
SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.
New data rules risk triggering claims industry
April 13, 2018
Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.
"30 years on, the principal still carries the can"
April 11, 2018
Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.