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1. "California dreaming on such a winter's day"

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.

Tags: PFS, MDRT, Ken Davy
By Ken Davy

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"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz.  If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"

Chris Lee
Lee Financial Planning

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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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