"I joined Simply Biz last October after 8 years with Personal Touch. I am writing to tell you how please I am with the service that I have received from Simply Biz, it is like a breath of fresh air after what we had to put up with before."
Alexander Fox Ltd
“Extremely happy with all service provided and continuing industry support from Ken Davy promoting us as IFAs ”
Echelon Teesside Ltd
“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”
“We have nothing but praise for the entire team at SimplyBiz. With their guidance we were able to go directly authorised and are so glad we did, as we have never looked back. The service we receive is impeccable and our business receives great value for money.”
"I am very pleased with the service and can’t imagine I would ever leave SimplyBiz"
The Financial Planning Centre
“Have been delighted with the way all staff treat Members”
Straight Talk Financial Planning
"Having joined SimplyBiz last August, you may or may not remember that I nearly did an 'about turn' before leaving the network I was with. It was after a conversation by phone with you (Ken Davy), that I decided to join and to be totally frank, it was the best move I have made. Thanks for that."
"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"
Dr David Carter APFS
"All my other contacts with SimplyBiz have been, without exception, friendly and all my queries have been dealt with efficiently and effectively. I feel reassured to be a member of an organisation which quite clearly has its Members' interests at heart and which has a positive philosophy with both corporate and individual competence at the heart of it"
Dr David Carter APFS
“Best service provider in the industry”
The Wealth Management Partnership
"We joined SimplyBiz in 2010, having been members of the Sesame Network in one guise or another for nearly 10 years. We decided to leave the network because we felt that in the latter years we were just a number and it was beginning to feel like being back at school! I have to say that the SimplyBiz approach is totally refreshing and that we feel in control of our own business again, whilst still having a good robust compliance support provider to guide us. We have since recommended SimplyBiz to other colleagues and would have no hesitation in doing so again."
“A great service all round”
Harry Moore IFA
“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”
Sophex Ltd t/a Lifetime Financial Solutions
“I am more than happy with the service I receive from SimplyBiz and will remain a Member as long as the quality of service is maintained and they continue to employ such high quality individuals”
John Whelan Financial Planning
“Extremely satisfied with SimplyBiz Services”
Hopwood Ash Ltd
"SimplyBiz has an excellent website offering SL templates and many benefits, plus their technical departments are really helpful. Furthermore the members meetings and technical workshops are of great benefit, especially for the one man band IFA who has little contact with the rest of the industry."
"In a world where people are ready to complain at a drop of a hat, I just felt it was appropriate to give credit where credit is due and on the whole I feel that SimplyBiz do a very good job."
"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."
“Good overall – would recommend”
Sandycross Wealth Management
"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"
Holistic Solutions Financial Management
“Just a quick note to say how amazed I have been at the calibre of your team at SimplyBiz. Since I signed up with you, they have been outstanding in every area. Prior to joining, I really did not trust a single individual in this industry but the facts are that SimplyBiz have delivered far more than they promised and come across as sincere and genuine. It really has been refreshing to work with people who are experienced and capable of running beyond the tape”
"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."
"Firstly a great thanks to you and all involved in making this process so painless and efficient...I am most impressed so far and will recommend to any who ask."
"Still as good as when we first joined SimplyBiz, staff are always approachable, knowledgeable and friendly. Uncle Ken Davy is still a God in my opinion!"
“I'm very happy with the service”
Wendy Roberts Financial Services