Services

Taking your business to the next level.

Regulation

Regulation

No one has more experience of providing directly authorised firms with the support and guidance they need to operate compliantly than SimplyBiz. We employ the industry’s leading talent to ease the compliance burden on your firm and leave your focus on providing great advice. 

Business Efficiencies

Business Efficiencies

Quality tools that ease the process of writing business, while adding in compliance, are an essential part of the modern advice firm. SimplyBiz offers preferential rates on the best tools on the market, alongside exclusive solutions available only to Members. 

Growth and Diversification

Growth and Diversification

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.

Personal Development

Personal Development

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.

Centra

Centra

The complete end-to-end financial planning system, powered by Defaqto. Built with advisers for advisers, Centra provides support at each step of the investment advice journey and is exclusive to Members of the Group.

Testimonials

"SimplyBiz has an excellent website offering SL templates and many benefits, plus their technical departments are really helpful. Furthermore the members meetings and technical workshops are of great benefit, especially for the one man band IFA who has little contact with the rest of the industry."

Larry Bignell
Boldon

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Latest News

New FOS pay-outs really are the limit

December 05, 2018

FOS needs to take another shot at new limits 

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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 

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PTR dodges Chancellor's axe...again.

November 21, 2018

We are still some way off a budget which is ‘good for all’

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The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

Read more >