Latest News & Blog

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

30 Sep 2018

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

A little more conversation AND a little more action please! A little more conversation AND a little more action please!

26 Sep 2018

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

SimplyBiz Group strengthens compliance support with hires from Sesame Bankhall

25 Sep 2018

The Group is delighted to welcome Elaine Parkes and Paul Bruns on-board (and congratulate to Richard Nuttall and Mark Greenwood on their recent promotions).

Advice Show returns

14 Sep 2018

The Advice Show is back on our screens with the biggest star line-up to date

Silos are no good for tackling wide scale issues "Silos are no good for tackling wide scale issues"

12 Sep 2018

Ken Davy’s latest column examines why a holistic view is necessary for approaching the pensions and savings gaps

DB Transfer Bureau sees fantastic uptake in first 12 months

12 Sep 2018

Over 300 adviser firms have used the service

Mortgage brokers break away from networks

11 Sep 2018

Neil Stevens discusses why more and more brokers are going DA

SimplyBiz Group announce first post-flotation results

11 Sep 2018

The Group has published its interim results for the six months to 30 June 2018 – its first since its flotation in April.

Problems serving lower-value clients? There's a new solution...

05 Sep 2018

Onvestor have joined the SimplyRefer panel to offer a solution for clients which are no longer viable to service, helping you realise the full commercial benefit from them, completely hassle free.

The path to paraplanning The path to paraplanning

04 Sep 2018

NMBA ask if there should be a formalised route to paraplanning

Testimonials

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

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Latest News

SimplyBiz Group supports AToM through DA application process

December 13, 2018

New SimplyBiz Mortgages Member talks about why they chose to work with us 

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NMBA: Paraplanning apprenticeship goes live

December 12, 2018

And applications for our 2019 cohorts are now open! 

Read more >

NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

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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 >