The Advice Show is back on your screens on the 20th of May from 9.30am - see the full agenda, and book your place, here https://lnkd.in/gAz45fqf It's another bumper show - the first part of the day focuses on the Retirement Income Thematic Review and features appearances from our very own Paul Bruns, Alexander McGregor, and Joshua Wrigley, as well as Vince Smith-Hughes of M&G Wealth, Gareth Davies FPFS IMC of Scottish Widows, Alistair McQueen of Aviva, Roger Perry of Defaqto, Sebastian Sherburn of HUB Pension Consulting (a HUB Group company), Georgina Taylor of Invesco EMEA, and Andy Brown of Standard Life UK. For the second half of the event, we'll be back with our ever popular Market Update, featuring Amanda Stitt of T. Rowe Price UK, Simon Holmes of Columbia Threadneedle Investments EMEA APAC, John Husselbee of Liontrust Asset Management PLC, Paul Flood of Newton Investment Management. We'll also be talking about PI with Richard Turnbull of Collegiate Management Services Ltd, exploring the increasing vital area of working with vulnerable clients with Neil Barsby of Asquith Financial Services , Ruth Power of Financial Management Bureau Ltd, Martin Lines of Just Group plc, Jonathan Barrett of Comentis Ltd, and our very own Jennifer Peaty. We'll then finish the event with a session on whether AI is advice's new best friend, featuring Ross Mackinnon of Tatton Investment Management Limited, Andy Merricks of IDAD UK, and John Milliken, CEO of Defaqto.
SimplyBiz
Financial Services
Huddersfield, West Yorkshire 7,878 followers
The UK's largest, multi award-winning,provider of compliance & back-office support for financial services intermediaries
About us
SimplyBiz provides the very highest quality of comprehensive compliance and business support to the 1000s of financial advisers throughout the UK who choose to use our services. During our successful twenty year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this produce the best outcomes for the firms we serve and their clients? Each staff member of our 500+ strong team understands that advisers and their needs are central to everything we do and our culture and ethos places the firms we serve firmly at the heart of everything SimplyBiz does. We offer the experience, expertise and regulatory guidance that puts advisers firmly in control of their own businesses. For more information, please visit our website at www.SimplyBiz.co.uk , call us on 01484 439100 or send us an email at info@SimplyBiz.co.uk
- Website
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http://www.SimplyBiz.co.uk
External link for SimplyBiz
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Huddersfield, West Yorkshire
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Compliance, FCA regulation, direct authorisation, business support, network leavers guidance, professional development, best practice, professional connections, marketing support, mortgages, adviser exit strategy, and legal connections
Locations
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Primary
Get directions
St Andrew's Road
Huddersfield, West Yorkshire HD1 6NA, GB
Employees at SimplyBiz
Updates
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Our Learning and Development Events finish the week in style in Birmingham today - but we still have six weeks of LDEs still to come, find out more and book your place here - https://lnkd.in/dPB9FBcU We have Louise Wilson, Emma Pollock, and Adnan Gill on hand today to answer your questions on the event and the benefits of your membership, Chris Hemmings delivering the all-important regulatory update, and Joint CEO of our parent company, Fintel , Neil Stevens, bringing our guests up to date with the latest news and support enhancements from SimplyBiz. Below you can also see Lucy Carling-Roberts and Karl Steadman, and Chris Robinson, CFA and Steve Martell of Tatton Investment Management Limited in the exhibition area and they, along with Aviva Investors, M&G Wealth, and Momentum are delivering some fantastic presentations on the main stage. It's such a good event that even the infamous National Motorcycle Museum peacock is trying to get a seat!
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If you want to find out more about becoming directly authorised, then our webinar - taking place next Tuesday from 10.30am - is a fantastic place to start! Join Alexander McGregor, Joshua Wrigley, Adnan Gill, and Graham Carney for an exploration of the DA landscape, looking at the regulatory, tech, client, and practical implications of making the move to direct authorisation. Click below to book your place today...
If you are thinking about applying to the FCA to become Directly Authorised, we have a team of experts here to help navigate you through the process and support you in your responsibilities as an authorised firm. We’ll educate you on your responsibilities, and provide you with the tools, technology and expert helpdesk support to simplify the complexity and allow you to get on with the day job... providing a great service to your clients. Join me and my colleagues Adnan Gill Joshua Wrigley and Graham Carney as we discuss what’s involved when going Directly Authorised. When it is? Tuesday 14th May at 10:30am Book your place here - https://lnkd.in/eFU-mNCa SimplyBiz
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The eagerly anticipated Professional Adviser 'Women in Financial Advice Awards' nominations have been released, and we're delighted to have four of our team on the list. Many congratulations to our Head of Compliance Operations, Jill Hamilton, who is nominated in the 'Fintech' category, Head of ESG and Corporate Marketing, Kate Kwiatkowska, in the 'ESG' category, and Director of Regulatory Consultancy and Advice Quality, Jennifer Peaty, and Head of Protection and Health Solutions, Emma Vaughan, who are both up for the 'In-house Adviser Support' award - very well deserved recognition on all counts! Congratulations also to Lysa Heaton and Elizabeth Potter at Plannr Technologies Limited, part of the extended Fintel family, on their nominations! See the full list of nominees here https://lnkd.in/erRBDGWb
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Our Learning and Development Events hit Leicester today and Birmingham tomorrow, before reaching Leeds next week - find out more about our upcoming LDEs here https://lnkd.in/dPB9FBcU With Senior Events Executive, Emma Pollock at the helm again this week, and James Gibson delivering our topical Regulatory Update, our jam-packed agenda also features some fantastic sessions from Aviva Investors, Tatton Investment Management Limited, Just Group plc, Momentum, and M&G Wealth. The LDEs continue until the 2nd of July - make sure you book your place today!
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Direct authorisation doesn't mean doing everything yourself. It means getting to choose the right help for you. Join our webinar next week (Tues 14th, 10:30am) to find out if direct authorisation can give you the extra freedom you'd like without losing the security of a tight regulatory regime. We'll cover: - The authorisation process and the support available - Regulation for direct authorisation and the support available - The importance of integrated technologies to business efficiency - Other services and support you might not even know exists! - Q&A - ask us your questions Book your place: https://lnkd.in/gAv9DCvA
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Click below to secure your place on this exclusive webinar, in which Adnan Gill , Alexander McGregor, Graham Carney, and Joshua Wrigley will be taking a deep dive into direct authorisation…
🔔 Tuesday 14th May at 10:30am 🔔 I will be joined by some of our experts from across SimplyBiz, helping advisers understand the support and guidance available when going Directly Authorised. Book your place here - https://lnkd.in/efhpeNuw We will be covering the wide array of support available whilst dealing with the FCA application, as well as setting up your business infrastructure, and implementing all the systems and controls for a successful, compliant business. Joshua Wrigley Alexander McGregor Graham Carney Adnan Gill
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We were delighted to attend the Professional Adviser PA360 event last week, with our Managing Director of Distribution Solutions, Daniel Russell, taking to the stage to explore developments in regulation, tech, service offerings, and delivery against consumer expectations, and Rob Baker and James Bremner on hand to take questions from delegates. If you'd like to ask us about any of these areas, please don't hesitate to get in touch here https://lnkd.in/eNqBbTkg
🎥 And action... a sneak peak at our 2024 #PA360 conference which saw over 350 advisers join us at our state-of-the-art London venue engaging in multiple streams of content. Want to be involved in 2025? Register your interest now 👉 https://incm.pub/4bjZjd1 Headline: Orbis Investments Gold: Evelyn Partners, HSBC Life, Just Group plc, Legal & General Investment Management (LGIM), Octopus Investments, Quilter, Royal London, Schroders, SimplyBiz, TIME Investments Silver: EV - Financial Solutions, Legal & General, LV=, Model Office Ltd, Morningstar Wealth EMEA Exhibitor: ATEB Suitability, Atlantic House Investments, Bordier & Cie (UK) PLC, Clever, Guinness Global Investors, Hymans Robertson Supplier hub: Antony George Recruitment, DD|hub, Fanatic , P1 Investment Services, the lang cat, WAY Trustees Limited Lanyard: NS&I Charity Partner: Go Beyond
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We end this week's Learning and Development Events in Cornwall today. Many thanks to everyone who's joined us this week - next Wednesday and Thursday our LDEs will be in Leicester and Birmingham - find out more, and book your place, here https://lnkd.in/e_N3ZXvn At each LDE, the SimplyBiz team are on hand to help our guests get the most out of both the event and their membership - below you can see Senior Events Executive, Emma Pollock, and Customer Success Manager, Adnan Gill, waiting to answer questions from delegates. You can also see Justine Randall of Tatton Investment Management Limited taking to the stage, to lead a jam-packed agenda also featuring Aviva Investors, Momentum, M&G Wealth, and Just Group plc., plus regulatory and SimplyBiz updates.
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Our Learning and Development Events have arrived in Exeter today, and there are still 18 more to come across the UK - find out more, and book your place here - https://lnkd.in/e_N3ZXvn In addition to a full day of presentations from industry experts at Tatton Investment Management Limited, Aviva Investors, Momentum, Just Group plc, and M&G Wealth, we also have a thriving exhibition area where guests can catch up with our expert presenters and members of the SimplyBiz team with any questions at breaks and lunch time. Below, you can see James Tothill and Lisa Matthews of Aviva Investors and Stephen Hunter of Momentum ready to great our guests and answer any questions they may have.
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