About us

"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."

Paul Chakravarti
Ilford

"In a world where people are ready to complain at a drop of a hat, I just felt it was appropriate to give credit where credit is due and on the whole I feel that SimplyBiz do a very good job."

Lawrence Hayward
Leicestershire

"Still as good as when we first joined SimplyBiz, staff are always approachable, knowledgeable and friendly. Uncle Ken Davy is still a God in my opinion!"

Wayne Bedford
Brant Financial

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

"I am very pleased with the service and can’t imagine I would ever leave SimplyBiz"

Christopher Whickam
The Financial Planning Centre

“I'm very happy with the service”

Wendy Roberts
Wendy Roberts Financial Services

“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”

Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

“Have been delighted with the way all staff treat Members”

David Stewart
Straight Talk Financial Planning

“Extremely satisfied with SimplyBiz Services”

Kevin Hopwood
Hopwood Ash Ltd

“Extremely happy with all service provided and continuing industry support from Ken Davy promoting us as IFAs ”

Brian Skinner
Echelon Teesside Ltd

The latest from SimplyBiz

30 November 2023

Fintel backs Net Zero Financial Advisers Initiative

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30 November 2023

SimplyBiz launches additional support package for discretionary wealth management firms

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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."

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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'!

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