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

"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."

Paul Chakravarti
Ilford

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Latest News

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.

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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.

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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.

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"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.

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