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


"We joined SimplyBiz in 2010, having been members of the Sesame Network in one guise or another for nearly 10 years. We decided to leave the network because we felt that in the latter years we were just a number and it was beginning to feel like being back at school!  I have to say that the SimplyBiz approach is totally refreshing and that we feel in control of our own business again, whilst still having a good robust compliance support provider to guide us. We have since recommended SimplyBiz to other colleagues and would have no hesitation in doing so again."

Grant Kingston

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Latest News

"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 announces fourth pension transfer partner

March 07, 2018

Peterborough-based Tuto joins Grove Pension Solutions, Pensionhelp and Creative Wealth Management on SimplyBiz's SimplyRefer proposition, offering outsourced pension transfer advice.

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Quality advisers have been tainted by the actions of the few

February 28, 2018

In his latest blog, Ken Davy considers how a few bad apples have the potential to spoil the barrel.

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Rory Percival joins Centra investment committee

February 27, 2018

SimplyBiz Group has appointed former Financial Conduct Authority technical specialist Rory Percival to sit on the investment committee for the newly created Centra with responsibility for external governance as well as compliance.

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