There are 2 item(s) tagged with the keyword "Financial Advice".

Displaying: 1 - 2 of 2

1. "Spring into technology and grow your client base"

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

Tags: NMBA, NextGen Sites, Financial Advice
By Ken Davy
2. A day in the life of your client

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

Tags: Financial Advice, NextGen Sites
By Richard Ardron

Displaying: 1 - 2 of 2

Testimonials

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

Read More

Latest News

"FSCS funding should be fair and affordable"

November 17, 2017

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

Read more >

"Self-employed should mind the protection gap"

November 13, 2017

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

Read more >

"California dreaming on such a winter's day"

November 06, 2017

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Read more >

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

Read more >