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

 

Testimonials

"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS
Tiverton

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Latest News

New FOS pay-outs really are the limit

December 05, 2018

FOS needs to take another shot at new limits 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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PTR dodges Chancellor's axe...again.

November 21, 2018

We are still some way off a budget which is ‘good for all’

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The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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