Our Companies

Our diverse divisions offer a wide range of different services and support;
however, they share core principles of exceptional customer service and high-quality propositions which create a united synergy throughout the Group.

The founding division of the Group, SimplyBiz was launched in 2002 to deliver compliance and business support and guidance to directly authorised financial advisers.

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Scotland's premier bespoke compliance and technical service packages to directly authorised financial advisers.

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The Group's end-to-end compliant investment process which takes advisers all the way through from initial client fact finding to providing a range of suitable fund solutions.

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Established in 2004, SimplyBiz Mortgages has grown to be one of the top three mortgage clubs in the UK, currently supporting over 2,600 mortgage advisers.

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Designed to support advisers throughout their investment process, by providing access to everything needed to power a compliant and profitable business, meeting clients investment needs through a tried and tested service.

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The not-for-profit training and development division of the Group supports everyone involved with, or starting out in, the financial services profession with qualifications, professional and personal development and business evolution.

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Founded in 1992 to provide support to financial advisers who work with solicitors, SIFA are now the pre-eminent organisation in their field and are recognised both by the Law Societies and by the Financial Conduct Authority.

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One of the largest Estate Planning & Will writing companies in the UK and is unequalled in providing the highest standard of service and quality of advice.

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The market-leading provider of workplace benefit and reward programme software which has positioned itself firmly at the front of the auto enrolment market.

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Operating under the trading brands of Gateway Surveyors and Sonas Surveyors and has established itself as one of the UK’s leading suppliers of valuation and panel management services.

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Created in response to the change in regulation that would impact on companies looking to become fully authorised with the FCA, for business that requires a Consumer Credit licence.

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Our Workplace Solutions Team offers support for advisers or employee benefit consultants operating in the corporate marketplace.

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Latest News

"Trouble finding an apprentice? Here's why"

  December 06, 2017

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"Enthusiasm, courage and goals lead to success"

  November 27, 2017

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"FSCS funding should be fair and affordable"

  November 17, 2017

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"Self-employed should mind the protection gap"

  November 13, 2017

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