The UK's No.1 provider of compliance and business support to financial advisers

"SimplyBiz may be the largest supporter of directly authorised advisers in the UK, but the core principles on which our business was created have not changed - that is to put the needs of financial advisers and their clients at the heart of everything we do."

Ken Davy, Chairman, The SimplyBiz Group

Ken Davy writes a regular blog in FTAdviser, to see the latest entry, visit the news section >

Time to leave your network?

In recent years, more and more firms are recognising that direct authorisation is the only way they can get the level of control they need.

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Could you save money by joining SimplyBiz?

Since our launch, 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.

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Centra - a complete investment solution

Providing you with all the tools and support you need to run a compliant and efficient centralised investment process.

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  • The UK's No.1 provider of compliance and business support

  • Time to leave your network?

  • Could you save money by joining SimplyBiz?

  • Centra - a complete investment solution

Regulatory Support

We understand that regulation can be onerous and that you would rather spend your time providing advice to your clients, which is why our focus is on providing compliance support to your business.

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Efficiencies

To ensure you are able to provide your clients with the very best advice, and run a profitable business, we provide a range of market-leading tools to save you time and money.

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Professional Development

The SimplyBiz Group is committed to promoting professionalism within the advice sector and, as such, we provide an extensive programme of learning and development opportunities.

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Giving Advice

As you remain committed to providing your clients with the very best service, we offer a relevant selection of propositions to help, whether you choose to advise, refer or outsource.

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Committed to Direct Authorisation

SimplyBiz is the largest supporter of directly authorised firms in the UK, and unlike many support service providers, we only support directly authorised businesses. That means that you will receive a service built around your business needs and not ours.

No one is more experienced in helping directly authorised advisers run a compliant and profitable business and our specialist applications team have helped over 3,000 firms through the FCA application process.

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Breadth Of Service

At SimplyBiz, we pride ourselves on providing a breadth of service unrivalled anywhere else in the market. Whilst regulation remains at the heart of everything we do, we appreciate that running a business involves far more and as such, we are committed to providing support for every part of your firm.

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Our Credentials

We are part of The SimplyBiz Group, the largest provider of outsourced regulatory and business support to the financial services market, currently supporting over 25% of advisers in the UK.

Through acquisition, organic growth and innovation, we now have 14 leading brands, across all key sectors including investment, mortgage, consumer credit, workplace, estate planning and surveying and support over 3,700 advisory firms.

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The latest from SimplyBiz

13 June 2019

Scarlett Musson: How to help clients make a will

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13 June 2019

Martin Pickles: How to help clients value their estate

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12 June 2019

Neil Stevens: Outsourcing portfolio admin can be costly

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17 June 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

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