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.

Our unrivalled proposition, coupled with an highly competitive charging structure, has seen SimplyBiz grow exponentially year on year and we now support around 3,500 firms.

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.

Employing over 200 highly skilled and professional staff, the Group has a membership base in excess of 6,000 individuals.

Testimonials

As a SimplyBiz member I now am working with a company that, in my opinion, not only provides far better services than Tenet ever did, but in doing so they also provide better value for money on every service. I cannot tell you how good it is to speak to people who want to help rather than criticise. I could not be happier with my decision to become directly authorised and use the services of SimplyBiz.

Paul Morris
Metro Financial Solutions LLP

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Latest News

"Social care is elephant in the room"

June 20, 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

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Be ready for CPD spot checks

June 20, 2018

With advisers having a one in ten chance of being spot checked, Tom Hegarty, Managing Director of NMBA, looks at how you can ensure you're CPD is on target.

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Investment heavyweights back financial education programme for teens

June 18, 2018

The New Model Business Academy is running a free financial education programme for teenagers.

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"Embracing the importance of good communication"

June 06, 2018

In recent years, as far as financial advice is concerned, so much emphasis has been placed on getting the right qualifications that the vital importance of soft skills has been neglected.

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