Strength, commitment and innovation

The SimplyBiz Group is a leading provider of financial services technology and outsourced regulatory and business support to the retail financial services market.

Through acquisition, organic growth and innovation, we now have 16 market leading brands, across all key financial sectors including investment, mortgages, banking, insurance, consumer credit, estate planning and surveying.

Through our market leading advisory service brands, we provide regulatory and business support to over 3,700 advisory firms, making us the largest in our sector.

Defaqto, our leading financial services technology business, operates a FinTech platform for over 8,500 advisers and provides independent ratings of 21,000 financial products and funds, licensed by 230 brands. And through Zest, we provide a technology platform to some of the UKs largest brands to enable them to deliver their employee benefits programme, including Aviva, Taylor Wimpey and many others.

We are also committed to the sustainability of our sector and through our leading financial education and apprenticeship programmes, we continue to create opportunities for the next generation of adviser.


We support in excess of 10,000 financial advisers across the UK, providing regulatory and business support, FinTech solutions and comprehensive training and development.

We are the single largest provider of regulatory and business support solutions to financial advisers and firms in the UK, providing a breadth of service unrivalled anywhere else. Through our comprehensive compliance and technical support, to the industry’s largest learning and event programme, to centralised investment support, technology and marketing, we are the number one choice for more advisers than anyone else in our sector.

Customer service, leadership and innovation are the core foundations on which our business is built, to which our continued growth and customer feedback are testament.

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Partnering with the very best...

We have partnered with the industry's leading life and pension providers, insurers, banks and lenders to provide leading solutions for all. We ensure that through our partners, those advisers that choose to work with the Group have access to the very best support, products and training and in turn are able to offer their clients the very best advice and solutions.
We ensure that our partners have access to the widest distribution service and, through Defaqto, we collect data on over 40,000 products and funds to provide independent information to help banks, insurers and fund managers to get a complete overview of the financial products available to consumers and in turn, to help consumers make more informed decisions.


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Our brands


The SimplyBiz Group is proud to have won an array of awards over the years. Here are some of the most recent: