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Considering direct authorisation?

Multi award-winning services

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Compliance

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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Technology

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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Training and CPD Programme

The SimplyBiz 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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Financial planning-advising

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 Brands

Compliance First
SimplyBiz Mortgages

The latest from SimplyBiz

27 July 2022

The Consumer Duty's Final Rules have been published

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25 July 2022

Mortgage Climate Action Group announces inaugural adviser event!

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18 July 2022

SimplyBiz releases details of H2 event programme

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11 July 2022

Lunch and Learn with Martin Reynolds and Richard Merrett

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Multi award-winning service from SimplyBiz

We're proud to have won an array of awards over the years. Here are some of the most recent: