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

"I would recommend that anyone contemplating the journey towards direct authorisation enlists the assistance of SimplyBiz. They are veterans of the direct authorisation application process and have succeeded thousands of times at taking firms through to successful authorisation. SimplyBiz made the whole application process less stressful and easier to manage, particularly when it came to corresponding with the Regulator.

All of the staff at SimplyBiz that I have had the pleasure of coming into contact with appear to be very highly trained and good at what they do. The overall impression is that they have the right people, with the right skills, in the right job, that enables them to get the right result. It gives me great pleasure to be associated with such a forward looking, pioneering and progressive organization.” 

Clive Webb 
CW Capital Management

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Latest News

Matt Timmins: New guidance body has no right to word 'advice'

October 20, 2017

Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice

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Government must help meet the needs of the elderly

October 11, 2017

Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.

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"A princely way of looking at succession issues"

October 04, 2017

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

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"Providers must allow tax deductible advice"

September 28, 2017

Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.

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