Technology
Quality tools that ease the process of writing business, while enhancing compliance, are an essential part of the modern advice firm. SimplyBiz has assembled the best tools on the market, alongside exclusive solutions available only to Members.
Compliance
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.
Investment
Expert investment intelligence to power your investment advice process. We provide you access to new in-depth investment research, market-leading financial planning tools and dedicated investment support.
Training and CPD Programme
Managing your professionalism is now a crucial part of your responsibilities under the FCA. Through an extensive face-to-face events programme, our training academy and an online testing portal, SimplyBiz has all the support you need.
Financial planning-advising
Whatever your goals and aspirations for your firm, SimplyBiz can help you get there. Our growth and diversification services are created with the directly authorised firm in mind, allowing you to build a compelling client proposition.
Mortgages
Established in 2004, SimplyBiz Mortgages has grown to be one of the top three mortgage clubs in the UK, currently supporting over 3,700 mortgage advisers.
Acquisitions & merger management
The most focussed, client-centric adviser buy out solution in the market.