Journey to a brighter future
Considering direct authorisation?
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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.
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.
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.
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.
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.
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.
Our Brands
The latest from SimplyBiz
30 November 2023
Fintel backs Net Zero Financial Advisers Initiative
30 November 2023
SimplyBiz launches additional support package for discretionary wealth management firms
28 November 2023
Richard Ardron: "Expertise in the services we offer is not enough to make a back-office support provider excel; we also need to be experts in the services our members offer to their clients."
27 November 2023
We were delighted to be awarded with a ⭐ Five Star Rating ⭐ for Back Office Support at last night's 'Financial Adviser Service Awards'!
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:
