Scotland's leading supplier of compliance & business support services to financial advisers. Professional Adviser Best Support Service 18, 19, 20 & 21 winner.

Glasgow, Scotland
Joined February 2014
SimplyBiz launches inaugural ‘Vulnerable Clients Week’  - theintermediary.co.uk/2022/0… via @IntermediaryUK
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SimplyBiz launches Vulnerable Clients Week @simplybizserves bit.ly/3wJJn2A
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BLOG: Who thought green would pose so many questions? Richard Merrett, SimplyBiz Mortgages @SimplyBiz_Mtgs bit.ly/3JE7O5d
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Planning is well underway for our first Glasgow event which, like we'd planned it, features a highly insightful presentation from Craig McKinlay from @KensingtonChat exploring the opportunities for you and your clients with Green Mortgages. Register: bit.ly/2ZPCAGo
This Friday morning we host @landg_uk who are joining us for our new event Inside Track, where one of their team offers Members all that insider knowledge to give your protection advice that added edge. One not to miss. Register: bit.ly/2VRQbek
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Weather taken a nasty turn on Harris.
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Matt Timmins says use of the SimplyBiz name was becoming "stretched" since the group is made up of brands which offer so many different services on.ft.com/3vclMo8
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The SimplyBiz Group rebrands to Fintel zpr.io/RzufD
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All set up and ready to go for our BIGGEST protection Academy of the year. With almost 500 delegates today its evidence that protection is still one of the biggest topics of the year.
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300 sign up for SimpyBiz protection event bestadvice.co.uk/300-sign-up…
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Libby Holding: Are impersonation scams an age-old problem or the new normal? zpr.io/HCuzh
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It's been 'absolutely first class' - 20 years of Compliance First zpr.io/HCTqJ
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Have you heard about the 'Young Person’s Guide to Money? 💸 This is a guide designed to help educate young people around how to manage their finances. If you want to learn more about this guide or to request a copy please check-out the NMBA website >>> nmba.info/
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Simplybiz says contactless valuations are a longer-term plan “not just a Covid proposition” on.ft.com/3hH0GqY
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SimplyBiz launches digital client engagement programme @simplybizserves bit.ly/35TpDu5
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SimplyBiz has appointed Tim Eadon,'s Eadon & Co to its pension transfer referral panel on.ft.com/3fF3Bja
Don't miss your opportunity to get all the latest information from our lender presenters at our Member Mortgage Meetings. Booking up fast.... Contact the team on the usual number. Look forward to seeing you there!
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SimplyBiz Group Protection Events top 1000 bookings mortgageintroducer.com/simpl…
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“Phenomenal” interest for SimplyBiz Group protection events bestadvice.co.uk/phenomenal-…