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

“Best service provider in the industry”

Graham Pratley
The Wealth Management Partnership

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Latest News

SimplyBiz's Centra has strong uptake

January 17, 2019

2300 advisers sign up for the Group’s end-to-end investment advice system since launch.

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Having the LPA conversation

January 17, 2019

APS Legal’s Scarlett Musson looks at why it’s so essential to discuss Lasting Power of Attorney with every client.

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Be a better you in 2019

January 09, 2019

Our Group Chairman discusses productive New Year’s resolutions and why time spent planning is never wasted.

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The SimplyBiz Group responds to the proposed FOS award limit increase

January 03, 2019

Read the statement from Ken Davy to the FCA's current consultation along with The SimplyBiz Group's full consultation response.

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