Latest News & Blog

"Providers must allow tax deductible advice" "Providers must allow tax deductible advice"

28 Sep 2017 Ken Davy

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.

Fos report is a dollop of gruel for advisers Fos report is a dollop of gruel for advisers

19 Sep 2017 Ken Davy

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

Adviser Landscape Adviser Landscape

14 Sep 2017 Ken Davy

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Back in the GDPR... Back in the GDPR...

14 Sep 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

14 Sep 2017 Richard Nuttall

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments. 

EU rule could cause trouble for IFAs EU rule could cause trouble for IFAs

11 Sep 2017 Ken Davy

Sadly, we are now at the end of the summer holidays, so it is time to brush off the sand and pack away the sun cream.

A golden opportunity to recruit new advisers A golden opportunity to recruit new advisers

04 Sep 2017 Matt Timmins

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

Testimonials

"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
Tiverton

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Latest News

"30 years on, the prinicpal 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.

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Understanding what makes a good advice process

April 10, 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

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SimplyBiz Mortgages adds The Melton to panel

April 09, 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

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SimplyBiz enters Aim market at 170p a share

April 04, 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

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