Supporting financial advisers with compliance and business support throughout every area of their business
SimplyBiz was developed with the aim of giving financial advisers more control and independence through direct authorisation. SimplyBiz prides itself on exceptional customer service, good value and a relevant range of services, as well as its record of lobbying on behalf of financial advisers and the industry as a whole.
SimplyBiz launched in 2002 with a groundbreaking charge of just 2.5% + VAT, and remain the only compliance and business support company to offer financial advisers a lifetime guarantee on their membership fees.
The ethos of the business has always been to put the needs of financial advisers at the heart of everything the business does, helping firms to remain compliant, successful and profitable.