About us

SimplyBiz 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.

Our unrivalled proposition, coupled with an highly competitive charging structure, has seen SimplyBiz grow exponentially year on year and we now support around 3,500 firms.

The core principles of the business are the same today as they were when we launched - to put the needs of financial advisers and their clients at the heart of everything we do. That's why you will only find market leading products and service on offer from SimplyBiz, all designed with that principle in mind.

Whilst regulatory guidance and support remains the core of our business, we pride ourselves on the additional value added services that we provide to advisers, which include training and development, market leading technology solutions, a robust and repeatable investment solution, marketing and business development support, technical guidance and innovative business growth offerings.


INC.5000 Fastest-Growing Private Companies In Europe 2016

UK Compliance and Support Provider of the Year 2014

Professional Adviser Best Adviser Support Service 2013

Professional Adviser Best Network/Support Service 2012

Latest News

Update on Equity Release qualification and permission

May 24, 2017

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

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Darlington BS join SimplyBiz Mortgages panel

May 16, 2017

SimplyBiz Mortgages has announced that Darlington Building Society has joined its lender panel.

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Aileen Lynch: Changes to FCA debt counselling permissions

May 08, 2017

On 20 March, the Financial Conduct Authority (FCA) produced a regulatory publication to inform firms that held 'debt counselling' activity they are likely to hold the incorrect limitation, writes Aileen Lynch.

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"Those in glass houses should not throw stones"

May 03, 2017

As I read first the regulator’s Sector Views paper and then Emma Ann Hughes’ article “Why you are better value for money than the regulator”, published on the 21 April, a well-known saying came to mind – one featuring glass houses and stones.

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