Becoming Directly Authorised

Considering direct authorisation?

Charter a course to direct authorisation with SimplyBiz.

For some firms, becoming directly authorised may be the best fit for their business, however, if this is not something you have previously done, we appreciate that the prospect can seem a little overwhelming - but this need not be the case.


Make the journey with the UK's number 1

No one knows direct authorisation better than we do - and no one provides support to more directly authorised firms than we. Oh, and we’ve won a few awards along the way!

Our expert team have helped over 5,000 firms become directly authorised over the past 18 years and will be on hand to guide and support you every step of the way and we will even help with your application to the FCA.

So, relax, and let us take care of everything.

Your dedicated application manager will assist you in completing your FCA application to the highest specification, ensuring the process is as smooth as possible and you can use our online tracking facility to monitor the status of your application. You can of course contact your application manager at any time to discuss any concerns or to check your progress.

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Enhanced support, as and when you need it.

As the UK’s largest supporter of directly authorised advisers, nobody can match the breadth of expertise and support that we offer – and we keep winning awards to prove it! We have an expansive team of over 500, all dedicated to supporting the firms that we serve. Going DA with SimplyBiz, doesn’t mean a reduction in service, you’ll have the freedom to choose, as and when you need, from our comprehensive range of enhanced support for:

  • Regulatory support
    Our support is designed to help you spend less of your valuable time on compliance processes and more with your clients. We help you to create efficiencies in your business to allow you that time.
  • Learning and development
    Access to the largest events programme in the industry, with over 500 face to face and virtual events covering a whole host of learning and insight
  • Technology and digital support 
    There are many demands that come with running an adviser firm, that’s why we know it’s crucial you have access to quality business solutions.
  • Proposition support
    We offer a relevant selection of propositions to help you provide your clients the best service, whether you choose to advise, refer or outsource.

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We are committed to ensuring our members have the right support and tools at their disposal. We won’t tell firms what to use, we will simply provide a selection of market leading solutions and access to a highly experienced team to call upon as and when they are required.

To find out if direct authorisation is suitable for you, contact one of our development team for an informal discussion on 01484 439128.

Click here for your guide to becoming directly authorised.

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