Do you have the
right support for 2021?

Now is the time to take stock and revaluate your business needs for 2021. With the changes we made last March, this puts us in an even stronger place to offer our award-winning support to our Members when they need it most over the coming months.

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The UK's No.1 provider of compliance & business support to financial advisers

“SimplyBiz is the multi award-winning, and largest, supporter of directly authorised advisers in the UK, perfectly placed to put the needs of financial advisers and their clients at the heart of everything we do, whatever those needs may be."

Ken Davy | Chairman, The SimplyBiz Group
Read Ken's message of encouragement to advisers (March 2020)

Ken Davy writes a regular blog on FT adviser – see here

SM&CR, everything you need to know

A little extra support from our team of leading compliance experts to help you meet the SM&CR deadline.

How we're helping firms with DB Transfers

PII Market, placing you in the strongest position

Regulatory Support

We understand that regulation can be onerous and that you would rather spend your time providing advice to your clients, which is why our focus is on providing compliance support to your business.

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Efficiencies

To ensure you are able to provide your clients with the very best advice, and run a profitable business, we provide a range of market-leading tools to save you time and money.

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Professional Development

The SimplyBiz Group is committed to promoting professionalism within the advice sector and, as such, we provide an extensive programme of learning and development opportunities.

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Giving Advice

As you remain committed to providing your clients with the very best service, we offer a relevant selection of propositions to help, whether you choose to advise, refer or outsource.

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Committed to Direct Authorisation

SimplyBiz is the largest supporter of directly authorised firms in the UK, and unlike many support service providers, we only support directly authorised businesses. That means that you will receive a service built around your business needs and not ours.

No one is more experienced in helping directly authorised advisers run a compliant and profitable business and our specialist applications team have helped over 3,000 firms through the FCA application process.

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Breadth Of Service

At SimplyBiz, we pride ourselves on providing a breadth of service unrivalled anywhere else in the market. Whilst regulation remains at the heart of everything we do, we appreciate that running a business involves far more and as such, we are committed to providing support for every part of your firm.

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Our Credentials

We are part of The SimplyBiz Group, the largest provider of outsourced regulatory and business support to the financial services market, currently supporting over 25% of advisers in the UK.

Through acquisition, organic growth and innovation, we now have 14 leading brands, across all key sectors including investment, mortgage, consumer credit, workplace, estate planning and surveying and support over 3,700 advisory firms.

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