There are 3 item(s) tagged with the keyword "NextGen Sites".

Displaying: 1 - 3 of 3

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

Simply by changing your website you can tap into changing consumer behaviour...

Tags: NextGen Sites, robo-advice
By Richard Ardron
3. 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 - 3 of 3


As a SimplyBiz member I now am working with a company that, in my opinion, not only provides far better services than Tenet ever did, but in doing so they also provide better value for money on every service. I cannot tell you how good it is to speak to people who want to help rather than criticise. I could not be happier with my decision to become directly authorised and use the services of SimplyBiz.

Paul Morris
Metro Financial Solutions LLP

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Latest News

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

March 22, 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.

To use the new service, members send an email across to a dedicated email address (containing their client’s buy-to-let portfolio and current insurance renewal dates) and one of Uinsure’s regional development managers will contact them to outline the general insurance options available.

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Tom Hegarty and Ian McKenna confirmed to speak at PA360

March 16, 2018

Tom Hegarty of the New Model Business Academy and Ian McKenna of TRC are among the latest personalities confirmed as speakers at Professional Adviser's inaugural PA360 event next month.

Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers.


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"Waving the flag for the future of financial advice'

March 14, 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

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SimplyBiz Mortgages adds Masthaven to panel

March 12, 2018

Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel.

From today, all SimplyBiz Mortgages members will have direct access to Masthaven’s specialist residential product range and will be able to offer the bank’s first and second charge lending products.

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