About us

SimplyBiz launched in 2002 with a groundbreaking proposition designed to provide directly authorised advisers with a new level of support. Today, it is the largest supporter of directly authorised advisers in the market.

Our unrivalled proposition, coupled with an highly competitive charging structure, has seen SimplyBiz grow exponentially year on year and we now support around 3,500 firms.

The core principles of the business are the same today as they were when we launched - to put the needs of financial advisers and their clients at the heart of everything we do. That's why you will only find market leading products and service on offer from SimplyBiz, all designed with that principle in mind.

Whilst regulatory guidance and support remains the core of our business, we pride ourselves on the additional value added services that we provide to advisers, which include training and development, market leading technology solutions, a robust and repeatable investment solution, marketing and business development support, technical guidance and innovative business growth offerings.

INC.5000 Fastest-Growing Private Companies In Europe 2016 | UK Compliance and Support Provider of the Year 2014 | Professional Adviser Best Adviser Support Service 2013 | Professional Adviser Best Network/Support Service 2012

SimplyBiz is part of the SimplyBiz Group.

The SimplyBiz Group was established in 2002 and has grown to be the largest provider of compliance support and business consultancy services for financial services, legal and workplace benefits professionals in the UK.

The Group's strong foundations are built upon the cornerstones of excellent customer service, high quality propositions, the most skilled and specialist staff in the industry and an insight into the operations and needs of the individual professionals and businesses we serve.

Employing over 200 highly skilled and professional staff, the Group has a membership base in excess of 6,000 individuals.

Testimonials

“We have nothing but praise for the entire team at SimplyBiz. With their guidance we were able to go directly authorised and are so glad we did, as we have never looked back. The service we receive is impeccable and our business receives great value for money.”

Chris Pratt
Nottingham

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Latest News

Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

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Adviser Landscape

September 14, 2017

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

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Back in the GDPR...

September 14, 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

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Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

September 14, 2017

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 with regards to certain financial instruments. 

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