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

"Still as good as when we first joined SimplyBiz, staff are always approachable, knowledgeable and friendly. Uncle Ken Davy is still a God in my opinion!"

Wayne Bedford
Brant Financial

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Latest News

Estate planning red flags

August 10, 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

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NMBA vote: Do clients care if advisers are independent or restricted?

August 08, 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

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"Time for your 2018 reboot?"

August 01, 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

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The SimplyBiz Group announces partnership with Guardian Financial Services

August 01, 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

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