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

“Just a quick note to say how amazed I have been at the calibre of your team at SimplyBiz. Since I signed up with you, they have been outstanding in every area. Prior to joining, I really did not trust a single individual in this industry but the facts are that SimplyBiz have delivered far more than they promised and come across as sincere and genuine. It really has been refreshing to work with people who are experienced and capable of running beyond the tape”

Owen Wintersgill
Byfleet

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Latest News

Over 2000 users adopt The SimplyBiz Group's Centra system

October 10, 2018

Over 2000 users adopt The SimplyBiz Group’s Centra system

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60 apprentices now enrolled on NMBA apprenticeship scheme

October 03, 2018

Another 20 budding financial advisers are now making their way through the NMBA apprenticeship programme 

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

September 30, 2018

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

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A little more conversation AND a little more action please!

September 26, 2018

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

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