A new era of support
from SimplyBiz

When COVID-19 first impacted firms, SimplyBiz reacted swiftly and decisively, moving into an agile way of operating, ensuring we could provide the support our firms needed at that time and indeed long into the future. As we move into the next phase, we are delighted to be able to continue to offer these services and to announce further plans for the coming months.

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Migrate to a better future become Directly Authorised

Feeling constrained by your network? Spiralling fees? Threat of a restricted model? Heavy-handed supervision?

Charter a course for freedom with SimplyBiz.

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A little bit extra

As the UK enters the next phase of lockdown easement, many businesses are now starting to look to the future and whilst most will welcome the changes, many are faced with new challenges.

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The UK's No.1 provider of compliance and business support to financial advisers

“SimplyBiz is the multi award-winning, and largest, supporter of directly authorised advisers in the UK, perfectly placed to put  the needs of financial advisers and their clients at the heart of everything we do, whatever those needs may be." Ken Davy

Read Ken's message of encouragement to advisers (March 2020)

Ken Davy writes a regular blog on FT adviser – see here

Centra - a complete investment solution

Providing you with all the tools and support you need to run a compliant and efficient centralised investment process.

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  • A new era of support from SimplyBiz

  • Migrate to a better future, become
    Directly Authorised

  • A little bit extra

  • The UK's No.1 provider of compliance and business support

  • 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.

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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.

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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.

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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.

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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.

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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.

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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.

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The latest from SimplyBiz

22 September 2020

SimplyBiz Group partners with Wealthify to offer access to a low fee digital investment solution for members

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21 September 2020

Learn the language of vulnerability

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16 September 2020

How the EU capital adequacy regime will apply to those with DIM and DFM permissions

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09 July 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

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