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Got it!Since 2002, we’ve been simplifying the complex world of regulation for financial professionals. With the expertise and tools to help both intermediaries and product providers serve more people, more effectively, we’re shaping a better financial future for all.
Trusted by
of directly authorised financial intermediaries to help drive growth and efficiencies
Saving our members
pcm on average, through our cutting-edge technology solutions
Organising
events annually to provide continuous personal and professional development
Offering access to
in-house experts, delivering support and guidance at every stage of your business
And we’re continually improving and innovating, driving forward at pace.
If you’re currently an appointed representative or new to the industry, our experienced teams are on hand to make the FCA’s authorisation process as smooth as possible. You’ll be in experienced hands: we’ve dealt with more applications than any other firm.
Find out moreReduce risk and improve consumer outcomes. With our flexible support, you can build a robust foundation for compliance and regulatory resilience.
Streamline your advice process and increase efficiency. Our end-to-end technology helps you operate more effectively, giving you more time to dedicate to customers.
Improve performance and increase value. Use our expertise in marketing, training, outsourcing and acquisitions to develop staff and evolve your offering.
Get to know the dedicated team who combine experience and fresh thinking to support our customers and drive the market forward.
Nick Campbell
PI Manager
Paul Bruns
Compliance Director
Alexander McGregor
Head of Policy
Matt Timmins
Joint CEO
Richard Ardron
Marketing Director
Tim Prest
Head of Authorisations
Neil Stevens
Joint CEO
Martin Reynolds
CEO Simplybiz Mortgages
Louise Wilson
Head of Events
Jill Hamilton
Head of Compliance Operations
Jennifer Peaty
Director of Advice Quality
James Chapman
Head of Compliance - Technical
Emma Vaughan
Head of Protection and Health Solutions
Adnan Gill
Customer Success Manager
Marc Thompson
Adviser Services Director
We're proud to have won an array of awards over the years. Here are some of our most recent:
Lines are open between 9am-5pm, Monday to Friday.
Contact our sales team to learn more about our membership options.
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