At its simplest, the key purpose of financial planning is to ensure clients have the money they need when they need it most.
However, in discussions with our clients about their protection and saving requirements, it is increasingly apparent that we are overlooking the elephant in the room.
There is a massive issue facing our clients, which is sometimes referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.
SimplyBiz Group (LON:SBIZ), launched in 2002 with a groundbreaking proposition designed to provide directly authorised advisers with a new level of support. Today, it is the largest supporter of directly authorised advisers in the market. They put the needs of financial advisers and their clients at the heart of everything they do. That’s why you will only find market leading products and service on offer from SimplyBiz, all designed with that principle in mind.
