ENCOURAGING GROWTH

Strengthen existing income streams and develop new ones.

SimplyBiz Investment Services

SimplyBiz Investment Services

Bringing guidance around research and due diligence, an investment consultancy, plus support with optimising the tools within your business, SimplyBiz Investment Services (SIS) help you develop a finely tuned investment proposition. The SIS team can also help you strengthen your charging model and enhance client retention.

Simply Protect

Simply Protect

With protection a key growth area for advisers, we’ve created Simply Protect as a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status. 

SimplyBiz Mortgages

SimplyBiz Mortgages

Our multi-award winning mortgage club is now the UK’s third largest. Offering exclusive rates, competitive proc fees, complimentary software plus help with difficult to place cases, SimplyBiz Mortgages helps you grow your mortgage proposition with confidence. We have also created a direct submission second charge panel allowing you to source direct if you wish.

Workplace Academy

Workplace Academy

To help advisers unlock the opportunities available in the corporate market, SimplyBiz created the Workplace Academy. Through training courses, tools and specialist helpdesks, the Academy can help you offer auto-enrolment, business protection, group risk and employee benefits services to your corporate clients. 

Genius

Genius

Whether GI is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a simple referral solution, the Genius portal is the place to go. Broken down into four key GI areas of home, landlord’s, ASU, and commercial insurance, Genius provides quick and easy cover for all of your clients’ requirements. 

Pensions Transfer Support

Pensions Transfer Support

Pension transfers have been high on the agenda of firms, clients and the regulator in recent years. As such, for firms who do not hold the relevant qualification or would rather refer transfer business, we have collaborated with a number of providers who can assist on these cases.

APS Legal

APS Legal

For many firms, offering will writing and estate planning services to their clients has provided valuable new income streams. APS Legal provides the training and support so you can take instructions from your clients while the specialist team create wills, trusts and other legal documentation on your behalf. 

Testimonials

"In a world of image-is-everything, I have come across many a recruitment agent over the years. Promises not fulfilled, comments not substantiated, systems/procedures that don't manifest themselves. Instead what I have found with you and SimplyBiz is, above all, integrity. What you have said has been based on experience and knowledge and, accordingly, has been based on facts. Facts that have, of course, transpired to be true. The ability to rely on those who know what the DA application process is all about is impossible to cost, but important to value."

Derek Avenell
Hawthorn Financial Services

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Latest News

Government must help meet the needs of the elderly

October 11, 2017

Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.

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"A princely way of looking at succession issues"

October 04, 2017

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

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"Providers must allow tax deductible advice"

September 28, 2017

Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.

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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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