Considering direct authorisation?

A little bit extra

Centra - a complete investment solution

Regulatory Support

We understand that regulation can be onerous and that you would rather spend your time providing advice to your clients, which is why our focus is on providing compliance support to your business.

Find out more

Efficiencies

To ensure you are able to provide your clients with the very best advice, and run a profitable business, we provide a range of market-leading tools to save you time and money.

Find out more

Professional Development

The SimplyBiz Group is committed to promoting professionalism within the advice sector and, as such, we provide an extensive programme of learning and development opportunities.

Find out more

Giving Advice

As you remain committed to providing your clients with the very best service, we offer a relevant selection of propositions to help, whether you choose to advise, refer or outsource.

Find out more

Committed to Direct Authorisation

SimplyBiz is the largest supporter of directly authorised firms in the UK, and unlike many support service providers, we only support directly authorised businesses. That means that you will receive a service built around your business needs and not ours.

No one is more experienced in helping directly authorised advisers run a compliant and profitable business and our specialist applications team have helped over 3,000 firms through the FCA application process.

Find out more

Breadth Of Service

At SimplyBiz, we pride ourselves on providing a breadth of service unrivalled anywhere else in the market. Whilst regulation remains at the heart of everything we do, we appreciate that running a business involves far more and as such, we are committed to providing support for every part of your firm.

Find out more

Our Credentials

We are part of The SimplyBiz Group, the largest provider of outsourced regulatory and business support to the financial services market, currently supporting over 25% of advisers in the UK.

Through acquisition, organic growth and innovation, we now have 14 leading brands, across all key sectors including investment, mortgage, consumer credit, workplace, estate planning and surveying and support over 3,700 advisory firms.

Find out more

The latest from SimplyBiz

26 November 2020

How have wills and estate planning changed this year?

Read more >

25 November 2020

Gateway Surveyors appointed as Earl Shilton panel manager

Read more >

25 November 2020

Demonstrate your financial advice charges are fair and clear

Read more >

16 November 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >