Services

One of the reasons for the success of SimplyBiz is that we have never lost sight of our primary purpose: to provide support and guidance to directly authorised firms in every area of their business.

SimplyBiz is dedicated to providing comprehensive, market leading compliance and business support to directly authorised advisers. As a member, you are assured that everything we provide is designed to fit your needs.

At SimplyBiz, we have been supporting directly authorised advisers for over 15 years and every decision we make about our proposition has always and will continue to be made with our members in mind. Every member of our 165 strong team understands that advisers and their needs are central to everything we do.

As you would expect, compliance is at the heart of our proposition and we strive to ensure you have access to the very best support - whether through our groundbreaking Vision proposition, a blueprint for running a fully compliant business, or by ensuring you have access to the very best specialists in the compliance field.

Beyond compliance, SimplyBiz provides its members with a whole array of development support and tools. Whether you are looking to grow your business, develop your skills and develop the skills of the individuals at your firm, we are here to help.

At SimplyBiz, we will endeavour to provide the very best support but which elements you choose to use is your call - after all, it's your business. 

Today, SimplyBiz supports over 6000 financial advisers throughout the UK, making us the largest supporter of directly authorised advisers in the market.

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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