The UK's no.1 provider of compliance and business support to financial advisers.

Quality regulatory services, the industry's leading technology solutions, business growth propositions and an unrivalled commitment to professional development; for directly authorised firms, SimplyBiz is the support partner of choice.

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Staffcare relaunches as Zest

Staffcare relaunches as Zest

Leading pioneer of the employee benefits market, Staffcare, has relaunched as Zest with a new benefits technology platform.

Adviser Landscape

Adviser Landscape

SimplyBiz Chairman, Ken Davy, gives his view on some of the key issues currently affecting advisers, their businesses and their clients.

MIFID II

MIFID II

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA.

Latest News & Blog

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

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"FSCS funding should be fair and affordable"

November 17, 2017

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"Self-employed should mind the protection gap"

November 13, 2017

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Testimonials

As a SimplyBiz member I now am working with a company that, in my opinion, not only provides far better services than Tenet ever did, but in doing so they also provide better value for money on every service. I cannot tell you how good it is to speak to people who want to help rather than criticise. I could not be happier with my decision to become directly authorised and use the services of SimplyBiz.

Paul Morris
Metro Financial Solutions LLP

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We place
Member Firms at the
centre
of everything we do AND
every decision we make.

Our Vision

SimplyBiz was launched back in 2002 with the belief that advice firms were most successful when operating with complete freedom. Since that time and with each change in regulatory framework, it is increasingly true that direct authorisation is the only way that firms can achieve this autonomy.

SimplyBiz has grown to become the largest regulatory and business support provider for directly authorised firms. Since our inception, our focus has remained consistent; to provide everything advisers need to operate compliant, efficient and profitable businesses.

As Chairman of the SimplyBiz Group, I’m lucky enough to meet thousands of advisers across the UK each year and I never fail to be impressed by the innovation and resilience shown within our sector. Advisers deliver quality financial planning for the benefit of millions of individuals and families across the UK, and I’m proud to fight the advisers’ corner on key issues to ensure this continues to be the case.

Watch the video

Ken DavyChairman, SimplyBiz Group

We HELP YOU
SHOULDER
THE REGULATORY BURDEN.

REGULATION it's what we do every day

The sheer volume of regulation and the frequency of change within our industry creates substantial demands on advisers’ time. To ensure that your time is spent where it should be - in front of clients - you should choose a quality support partner with a proven track record of helping firms to meet the processes and standards of the FCA.

Our comprehensive compliance service is the product of over fifteen years’ experience of working alongside the FCA and supporting thousands of advice firms in their day-today operations.

From compliance documentation to onsite visits, specialist technical helpdesks to file checking services, we provide whatever you need to keep your focus on delivering great advice. FCA regulation is what we do every single day and no other provider can match our expertise.

Learn more about our regulatory support

Gary KershawGroup Compliance Director

GROW YOUR
BUSINESS AND
BUILD
A RANGE OF SUSTAINABLE
INCOME STREAMS.

Grow and add value to your business

To help firms reach their potential, we offer a range of business growth and diversification services. Covering investments, pension transfers, protection, legal services, workplace advice, auto enrolment and more, our growth services help your firm develop valuable new income streams while enhancing your client proposition.

Whatever your aspirations for your business’ future, SimplyBiz will provide timely and relevant support propositions to help your respond to the needs of clients and capitalise on opportunities presented by market.

Discover how we can help you grow your business

Matt TimminsJoint Managing Director

YOU CAN
CHOOSE
WHICH ELEMENTS
OF THE PACKAGE
SUITS YOUR NEEDS.

EFFICIENCY as standard

Quality tools that ease the operational burden are no longer just ‘nice to have’; they’re a vital part of running a compliant and efficient business. At SimplyBiz, we provide a range of tools designed exclusively for SimplyBiz Members, and use our scale to offer access to many of the industry’s leading technology solutions on a complimentary or heavily discounted basis.

We can help you source back office, risk profiling and research tools, and a solution to help with your accounting in respect of GABRIEL. Our recently revamped adviser website service takes your online presence to the next level and future-proofs your business against a changing market for financial products and services.

Learn more about how we can help your business be more efficient

Neil StevensJoint Managing Director

SIMPLYBIZ ARE DEDICATED
TO HELPING INDIVIDUALS
ACHIEVE
THEIR PERSONAL &
BUSINESS POTENTIAL.

Our commitment to development

Professionalism has never been higher on the regulator’s agenda and, as such, having access to quality development opportunities is essential. SimplyBiz delivers over 320 events across the UK each year and by working closely with the major accreditation bodies, we ensure that the vast majority provide of our events provide structured CPD for your records.

From our flagship Learning and Development Events to our acclaimed Investment Forums and Mortgage Masterclasses, our events programme is unparalleled among other providers. Whether you want to network with fellow advisers, receive the latest guidance and regulatory hot topics from our policy team or simply discuss best practice tips over lunch, our events provide something for everyone.

As the market changes and new opportunities and challenges arise, we evolve our development offering to ensure you and your team are equipped with the knowledge you need to meet your clients’ needs.

Find out more about our development services

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Rachel LeeDirector of Corporate Events & Member Liaison