COULD YOU SAVE MONEY BY JOINING SIMPLYBIZ?

Our award winning mortgages, protection and general insurance service is available for just 1% + VAT* of your annual turnover and is guaranteed for the lifetime of your membership.

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To see how much you could save, use the slider below to enter your annual turnover:

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The SimplyBiz mortgage, protection and general insurance service provides firms with everything they need to operate a compliant and profitable business.

  • FREE access to Vision, our ground-breaking support proposition containing all your client facing documentation
  • FREE licences for Mortgage Brain**
  • FREE licence for The Key**
  • ENHANCED COMMISSION from leading lenders
  • MIP Team (Mortgages, insurance and protection) to help with placement
  • UNLIMITED ACCESS to our experienced compliance helpdesk
  • DEDICATED mortgage and protection workshops to help you grow your business

To find out more about how we can support your business, call 01484 439128 or email new2@SimplyBiz.co.uk

*Fees are subject to a collar of £149.93 + VAT and a cap of £654.10 + VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees.

**Subject to minimum number of cases per month

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

"How turning a blind eye got us to where we are now"

July 18, 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

Read more >