COULD YOU SAVE MONEY BY JOINING SIMPLYBIZ?

Since our launch over twelve years ago, we've set our fees at just 2.5% + VAT* of your annual turnover. What's more, our fees are guaranteed for the lifetime of your membership.

Save

To see how much you could save, use the slider below to enter your annual turnover:

Turnover:
£
Monthly Payments:

+VAT

Don't do investments/pensions? Use our fee calculator for mortgage, protection and general insurance firms to see the cost savings.

Alongside our regulatory support, we provide a broad range of complimentary and heavily discounted tools as part of SimplyBiz membership. With discounted and free tools for investments, back office, research and planning, plus our compliance services and 260 annual events, moving to SimplyBiz could be a cost effective switch.

What do you get for 2.5%?

  • Access to industry leading compliance service
  • Access to documentation and guidance online
  • Access to over 300 learning and development events
  • Access to Centra - our end-to-end financial planning system
  • Access to comprehensive marketing support

To find out more about how we can support your business, call 01484 439128 or email new2@SimplyBiz.co.uk

*Fees are subject to a collar of £190.81+VAT and a cap of £654.10+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees.

Testimonials

"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."

M Mohan
Middlesex

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Latest News

"Please, Mr Provider, could we have some more?"

May 23, 2018

When Dickens’ Oliver Twist famously said “Please, sir, I want some more”, every reader or audience member knew that there was plenty available and his need for ‘more’ should have been satisfied. I feel somewhat the same in respect of the outcome of the Financial Services Compensation Scheme review.

Read more >

Liz Coyle: Your Senior Managers & Certification Regime refresher

May 17, 2018

Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.

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SimplyBiz Group's Centra investment system has attracted 1500 users

May 14, 2018

Dan Russell, MD of SimplyBiz Investment Services, expresses his delight with the speed and enthusiasm with which Centra, the end-to-end investment service, has been embraced by advisers.

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"Ending 'phoenixing' is a matter of political will"

May 10, 2018

The government minister, Robert Jenrick, recently highlighted that the practice of ‘phoenixing’ can be deeply corrosive to public trust in the system which is progressively passed on to the whole of our economy. While this is undoubtedly true, what I find so depressing is that after all these years the debate had to take place at all.

Read more >