Services

Taking your business to the next level.

Regulation

Regulation

No-one has more experience of providing directly authorised firms with the support and guidance they need to operate compliantly than SimplyBiz. We employ the industry’s leading talent to ease the compliance burden on your firm and leave your focus on providing great advice. 

Business Efficiencies

Business Efficiencies

Quality tools that ease the process of writing business while adding in compliance are an essential part of the modern advice firm. SimplyBiz has assembled the best tools on the market, alongside exclusive solutions available only to Members. 

Growth and Diversification

Growth and Diversification

Whatever your goals and aspirations for your firm, SimplyBiz can help you get there. Our growth and diversification services are created with the directly authorised firm in mind, allowing you to build a compelling client proposition.

Personal Development

Personal Development

Managing your professionalism is now a crucial part of your responsibilities under the FCA. Through an extensive face-to-face events programme, our training academy and an online testing portal, SimplyBiz has all the support you need.

Testimonials

"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."

Larry Bignell
Boldon

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Latest News

Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

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Adviser Landscape

September 14, 2017

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

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Back in the GDPR...

September 14, 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

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Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

September 14, 2017

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments. 

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