COULD YOU SAVE MONEY BY JOINING SIMPLYBIZ?

Since our launch over twelve years ago, we've set our fees at just 2.5% + VAT* of your annual turnover. What's more, our fees are guaranteed for the lifetime of your membership.

Save

To see how much you could save, use the slider below to enter your annual turnover:

Turnover:
£
Monthly Payments:

+VAT

Don't do investments/pensions? Use our fee calculator for mortgage, protection and general insurance firms to see the cost savings.

Alongside our regulatory support, we provide a broad range of complimentary and heavily discounted tools as part of SimplyBiz membership. With discounted and free tools for investments, back office, research and planning, plus our compliance services and 260 annual events, moving to SimplyBiz could be a cost effective switch.

What do you get for 2.5%?

  • Access to industry leading compliance service
  • Access to documentation and guidance online
  • Access to over 300 learning and development events
  • Access to Centra - our end-to-end financial planning system
  • Access to comprehensive marketing support

To find out more about how we can support your business, call 01484 439128 or email new2@SimplyBiz.co.uk

*Fees are subject to a collar of £190.81+VAT and a cap of £654.10+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees.

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

SimplyBiz Mortgages adds InterBay to panel

April 23, 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

Read more >

New data rules risk triggering claims industry

April 13, 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

Read more >

"30 years on, the principal still carries the can"

April 11, 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

Read more >

Understanding what makes a good advice process

April 10, 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

Read more >