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. 

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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 has assembled the best tools on the market, alongside exclusive solutions available only to Members. 

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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.

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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.

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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.

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Testimonials

"I left Sesame December 31st 2010 and took up Direct Registration with FSA. My Compliance is now handled by SimplyBiz.

"Firstly, you need to understand that Sesame may not tell you the truth with regard to 'the world outside Sesame' - I would suggest to you that you should believe nothing. If you leave they lose a stream of revenue. They may tell you that the FSA will be making it harder for small businesses operating outside the sphere of the network. Do not believe them.

"What are the advantages of direct authorisation? I'm no longer being treated as lowest common denominator. I have scope to use wider range of research tools. I've seen a twofold plus increase in my written business (it is growing annually.) I receive top class support services, positive meetings for members and have a more positive attitude to business.

"My advice to advisers at the time (the ones I came into contact with anyway) was to exit Sesame at the earliest opportunity and this advice remains still."

Colin Palmer
Colin Palmer Financial Services
 

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Latest News

"How turning a blind eye got us to where we are now"

July 18, 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

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