Services

One of the reasons for the success of SimplyBiz is that we have never lost sight of our primary purpose: to provide support and guidance to directly authorised firms in every area of their business.

SimplyBiz is dedicated to providing comprehensive, market leading compliance and business support to directly authorised advisers. As a member, you are assured that everything we provide is designed to fit your needs.

At SimplyBiz, we have been supporting directly authorised advisers for over 15 years and every decision we make about our proposition has always and will continue to be made with our members in mind. Every member of our 165 strong team understands that advisers and their needs are central to everything we do.

As you would expect, compliance is at the heart of our proposition and we strive to ensure you have access to the very best support - whether through our groundbreaking Vision proposition, a blueprint for running a fully compliant business, or by ensuring you have access to the very best specialists in the compliance field.

Beyond compliance, SimplyBiz provides its members with a whole array of development support and tools. Whether you are looking to grow your business, develop your skills and develop the skills of the individuals at your firm, we are here to help.

At SimplyBiz, we will endeavour to provide the very best support but which elements you choose to use is your call - after all, it's your business. 

Today, SimplyBiz supports over 6000 financial advisers throughout the UK, making us the largest supporter of directly authorised advisers in the market.

Latest News

"Three cheers for FAMR one year on"

April 27, 2017

Regulator released Financial Advice Market Review recommendations and updates on progress

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"The historic significance of pension freedoms"

April 19, 2017

On my first day in financial services in 1970, I was taught about the vital importance of the Life Assurance Act of 1774, which introduced insurable interest.

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SimplyBiz extends partnership with Mortgage Brain

April 12, 2017

SimplyBiz Mortgages has extended its partnership with Mortgage Brain to continue offering the Key, MortgageBrain Classic and MortgageBrain Anywhere to its members as part of its reward programme.

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"Spring into technology and grow your client base"

April 12, 2017

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

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