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

"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

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Latest News

Over 2000 users adopt The SimplyBiz Group's Centra system

October 10, 2018

Over 2000 users adopt The SimplyBiz Group’s Centra system

Read more >

60 apprentices now enrolled on NMBA apprenticeship scheme

October 03, 2018

Another 20 budding financial advisers are now making their way through the NMBA apprenticeship programme 

Read more >

A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra

September 30, 2018

In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.

Read more >

A little more conversation AND a little more action please!

September 26, 2018

Why Ken Davy believes that access to information is just as vital as access to advice

Read more >