COULD YOU SAVE MONEY BY JOINING SIMPLYBIZ?

Since our launch, we've set our fees at just 2.5% + VAT* of your annual turnover. What's more, our fees are guaranteed for the lifetime of your membership.

Save

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

Turnover:
£
Monthly Payments:

+VAT

Don't do investments/pensions? Use our fee calculator for mortgage, protection and general insurance firms to see the cost savings.

Alongside our regulatory support, we provide a broad range of complimentary and heavily discounted tools as part of SimplyBiz membership. With discounted and free tools for investments, back office, research and planning, plus our compliance services and 260 annual events, moving to SimplyBiz could be a cost effective switch.

What do you get for 2.5%?

  • Access to industry leading compliance service
  • Access to documentation and guidance online
  • Access to over 300 learning and development events
  • Access to Centra - our end-to-end financial planning system
  • Access to comprehensive marketing support

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 £190.81+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.

Testimonials

"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

Read More

Latest News

New FOS pay-outs really are the limit

December 05, 2018

FOS needs to take another shot at new limits 

Read more >

NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

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

Read more >

PTR dodges Chancellor's axe...again.

November 21, 2018

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

Read more >

The kids are alright

November 07, 2018

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

Read more >