ENCOURAGING GROWTH

Strengthen existing income streams and develop new ones.

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.

Simply Protect

Simply Protect

With protection a key growth area for advisers, we’ve created Simply Protect 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. 

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.

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.

Workplace Academy

Workplace Academy

To help advisers unlock the opportunities available in the corporate market, SimplyBiz created the Workplace Academy. Through training courses, tools and specialist helpdesks, the Academy can help you offer auto-enrolment, business protection, group risk and employee benefits services to your corporate clients. 

Genius

Genius

Whether GI is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a simple referral solution, the Genius portal is the place to go. Broken down into four key GI areas of home, landlord’s, ASU, and commercial insurance, Genius provides quick and easy cover for all of your clients’ requirements. 

Pensions Transfer Support

Pensions Transfer Support

Pension transfers have been high on the agenda of firms, clients and the regulator in recent years. As such, for firms who do not hold the relevant qualification or would rather refer transfer business, we have collaborated with a number of providers who can assist on these cases.

APS Legal

APS Legal

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. 

Testimonials

Thank you so much for your help with becoming directly authorised – it’s been so much easier than I thought. 

You have all been so helpful and professional and I am still quite stunned by the support from SimplyBiz. Whenever I ring up, the response is always more thorough than I would have expected. 

I really am very, very pleased I joined - here’s to a bright new future.

Alison Treharne
Shore Financial Planning

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Latest News

"Social care is elephant in the room"

June 20, 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

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Be ready for CPD spot checks

June 20, 2018

With advisers having a one in ten chance of being spot checked, Tom Hegarty, Managing Director of NMBA, looks at how you can ensure you're CPD is on target.

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Investment heavyweights back financial education programme for teens

June 18, 2018

The New Model Business Academy is running a free financial education programme for teenagers.

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"Embracing the importance of good communication"

June 06, 2018

In recent years, as far as financial advice is concerned, so much emphasis has been placed on getting the right qualifications that the vital importance of soft skills has been neglected.

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