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
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
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
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
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.