Our core focus is keeping your business compliant. As a SimplyBiz Member, you can access a wide range of support, delivered by the best talents in the profession, to help you manage your regulatory responsibilities.
From on-site visits to your business to our comprehensive compliance document library, a file-checking facility to our expert helpdesks, however you choose to receive support, we have the services to match.
We also have high levels of staff retention, which means our team will build a strong understanding of the systems and processes of your firm.
Our strength of proposition ensures that we are able to secure exclusive and semi exclusive rates across a broad range of lenders.
We offer a ‘whole of market’ lender panel which allows you to access a wide range of products and in addition to traditional lending, we also have strong relationships with specialist mortgage distributors, providing the ability to access products which offer solutions for your more complex client requirements.
With protection a key growth area for many advisers, we’ve created Simply Protect as a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status.
To provide the general insurance cover your clients need, we have two avenues of support.
The general insurance providers on our panel provide a full range of products, including house and home insurance, mortgage protection and commercial risks. Commission is paid both at inception and renewal and you have access to the providers’ point of sale systems, which means you can fulfil the whole process in very little time.
If GI isn’t part of your proposition, try our GI referral solution. Genius GI experts source the cover your clients need, which saves you valuable time, whilst still earning you income. We understand how referring clients can make advisers nervous, so Genius comes with a ‘Client Ownership Guarantee’, which ensures the client remains yours at all times.