Testimonials

Friendly, knowledgeable staff and a great source of help and support, particularly helpful with Gabriel reporting.

David O’Leary DipPFS
Primary Wealth Limited 

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

"In a world of image-is-everything, I have come across many a recruitment agent over the years. Promises not fulfilled, comments not substantiated, systems/procedures that don't manifest themselves. Instead what I have found with you and SimplyBiz is, above all, integrity. What you have said has been based on experience and knowledge and, accordingly, has been based on facts. Facts that have, of course, transpired to be true. The ability to rely on those who know what the DA application process is all about is impossible to cost, but important to value."

Derek Avenell
Hawthorn Financial Services

"Interaction, support, innovation, connectivity, value for money, road shows, compliance documentation, SimplyBiz are the BIZ.

“SimplyBiz communicate, plan and ensure our business is fore-warned of potential business decisions that have to be made."

Glyn Snelgrove
Lexicon Financial Services Ltd

“SimplyBiz provides the support I want when I ask for it, and otherwise leaves me alone to do what I do best.”

Colin Kent 
Capitas IFA Services Ltd

"I would recommend that anyone contemplating the journey towards direct authorisation enlists the assistance of SimplyBiz. They are veterans of the direct authorisation application process and have succeeded thousands of times at taking firms through to successful authorisation. SimplyBiz made the whole application process less stressful and easier to manage, particularly when it came to corresponding with the Regulator.

All of the staff at SimplyBiz that I have had the pleasure of coming into contact with appear to be very highly trained and good at what they do. The overall impression is that they have the right people, with the right skills, in the right job, that enables them to get the right result. It gives me great pleasure to be associated with such a forward looking, pioneering and progressive organization.” 

Clive Webb 
CW Capital Management

Thank you so much for your help with becoming directly authorised – it’s been so much easier than I thought. 

You have all been so helpful and professional and I am still quite stunned by the support from SimplyBiz. Whenever I ring up, the response is always more thorough than I would have expected. 

I really am very, very pleased I joined - here’s to a bright new future.

Alison Treharne
Shore Financial Planning

"I left Sesame December 31st 2010 and took up Direct Registration with FSA. My Compliance is now handled by SimplyBiz.

"Firstly, you need to understand that Sesame may not tell you the truth with regard to 'the world outside Sesame' - I would suggest to you that you should believe nothing. If you leave they lose a stream of revenue. They may tell you that the FSA will be making it harder for small businesses operating outside the sphere of the network. Do not believe them.

"What are the advantages of direct authorisation? I'm no longer being treated as lowest common denominator. I have scope to use wider range of research tools. I've seen a twofold plus increase in my written business (it is growing annually.) I receive top class support services, positive meetings for members and have a more positive attitude to business.

"My advice to advisers at the time (the ones I came into contact with anyway) was to exit Sesame at the earliest opportunity and this advice remains still."

Colin Palmer
Colin Palmer Financial Services
 

"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz.  If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"

Chris Lee
Lee Financial Planning

“I would like to comment on the service and professionalism delivered during my compliance visit, James Gibson is a valuable to asset to SimplyBiz. Thank you once again for your support and guidance.”

Adrian Sipson
Lister Group

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Echelon Teesside Ltd

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