GIVING ADVICE

Strengthen existing income streams and develop new ones.

You are committed to providing your clients with the very best service, so we offer a relevant selection of propositions to help, whether you choose to advise, refer or outsource.

If you are looking to provide your clients with a complete solution, we can help.

Simply Refer

Simply Refer

For the areas which you do not wish - or are not qualified - to advise upon, we created a one-stop referral solution, SimplyRefer. From care fees to pension transfers, general insurance to will writing, we have assembled a range of propositions and specialist providers to enable you to cover all your clients' needs.

Next generation support for next generation clients

Next generation support for next generation clients

For those firms looking to evolve their business model and service the needs of the more media savvy client, we offer NextGen SimplySites – a fully compliant and editable website bespoke to your firm’s needs, offering an array of content, digital tools and calculators and even solutions for transacting business online.

SimplyBiz Investment Services

SimplyBiz Investment Services

Bringing guidance around research and due diligence, an investment consultancy, plus support with optimising the tools within your business, SimplyBiz Investment Services (SIS) help you develop a finely tuned investment proposition. The SIS team can also help you strengthen your charging model and enhance client retention.

SimplyBiz Mortgages

SimplyBiz Mortgages

Our multi-award winning mortgage club is now the UK’s third largest. Offering exclusive rates, competitive proc fees, complimentary software plus help with difficult to place cases, SimplyBiz Mortgages helps you grow your mortgage proposition with confidence. We have also created a direct submission second charge panel allowing you to source direct if you wish.

SimplyProtect

SimplyProtect

With protection a key growth area for advisers, we’ve created SimplyProtect as a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status. 

Couture by Genius

Couture by Genius

Meeting the needs of your high net worth clients can be tricky, as standard lifestyle cover just won’t provide the level they require.  Couture, offered through our Genius portal, gives you access to a specialist team that is  well versed in the provision of complex cover.  With two ways of managing the provision of this service, you can either speak directly with our team or refer their details and the Genius Couture team will do all the work for you backed up by the client ownership guarantee.

Genius

Genius

Whether general insurance is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a referral solution, Genius GI - the home of smarter insurance is our one-stop solution. Covering four key GI areas of home, landlords, ASU, and commercial insurance, Genius also offers a comprehensive range of specialist insurance products.

Pensions Transfer Support

Pensions Transfer Support

Pensions transfer have been high on the agenda of firms, clients and the regulator in recent years. For firms who do not hold the relevant qualification or would rather refer transfer business, the transfer bureau provides the perfect solution and takes full responsibility for the advice given. 

APS Legal and Associates

APS Legal and Associates

For many firms, offering will writing and estate planning services to their clients has provided valuable new income streams. APS Legal provides the training and support so you can take instructions from your clients while the specialist team create wills, trusts and other legal documentation on your behalf. 

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Designating SM&CR roles

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05 December 2019

Finalists in the 2020 Professional Adviser Awards!

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29 November 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

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