About us

SimplyBiz launched in 2002 with a groundbreaking proposition designed to provide directly authorised advisers with a new level of support. Today, it is the largest supporter of directly authorised advisers in the market.

The core principles of the business are the same today as they were when we launched - to put the needs of financial advisers and their clients at the heart of everything we do. That's why you will only find market leading products and service on offer from SimplyBiz, all designed with that principle in mind.

Whilst regulatory guidance and support remains the core of our business, we pride ourselves on the additional value added services that we provide to advisers, which include training and development, market leading technology solutions, a robust and repeatable investment solution, marketing and business development support, technical guidance and innovative business growth offerings.

 

Our awards

Professional Adviser Best Support Services for Advisers 2018 | INC.5000 Fastest-Growing Private Companies In Europe 2016 | UK Compliance and Support Provider of the Year 2014 | Professional Adviser Best Adviser Support Service 2013 | Professional Adviser Best Network/Support Service 2012

SimplyBiz is part of the SimplyBiz Group.

The SimplyBiz Group was established in 2002 and has grown to be the largest provider of compliance support and business consultancy services for financial services, legal and workplace benefits professionals in the UK.

The Group's strong foundations are built upon the cornerstones of excellent customer service, high quality propositions, the most skilled and specialist staff in the industry and an insight into the operations and needs of the individual professionals and businesses we serve.

 

Testimonials

"Firstly a great thanks to you and all involved in making this process so painless and efficient...I am most impressed so far and will recommend to any who ask."

Steve Mountford
Staffordshire

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Latest News

Estate planning red flags

August 10, 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

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NMBA vote: Do clients care if advisers are independent or restricted?

August 08, 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

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"Time for your 2018 reboot?"

August 01, 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

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The SimplyBiz Group announces partnership with Guardian Financial Services

August 01, 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

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