Milestones
2002
November
Launch of SimplyBiz PLC with Board Members, Chairman Ken Davy, Managing Director Ian Thorneycroft, Compliance Director Gary Kershaw, Marketing Director Matthew Timmins, Finance Director Sarah Turvey, Operations Director David Kershaw, Sales & Recruitment Director Steve Braidford.
2002
December
First SimplyBiz Member Firm, David Bradshaw of Bradshaw & Co., signs up in a meeting with Ian Thorneycroft. David commented to Ian “This has been the most exciting day I have had in years, at last there is someone willing to help me, and someone I can trust. I will be phoning as many advisers as I can to let them know to sign up with you. Thank you!"
2003
January
Membership target of attracting 100 firms to SimplyBiz in the first year of trading is exceeded after two months of trading.
2003
November
Membership target of 350 firms in the first year of trading is reached.
Member get Member client referral scheme is launched.
2004
January
Philip Holroyd joins Board as Commercial Director.
2004
February
SimplyBiz Mortgages launches.
2004
March
Neil Stevens joins Board as Operations Director.
2004
April
First series of nationwide Member events begins.
2004
October
Combined turnover of SimplyBiz Member Firms exceeds £75M.
2005
June
Target of 1,000 Member Firms reached.
2006
April
Ken Davy awarded Honorary Fellowship of the Chartered Insurance Institute.
2006
June
Complimentary research licence and website made available to all Member Firms.
2006
August
Membership reaches 1,400 firms and 2,600 advisers.
2006
October
SimplyBiz acquire 20% share of Henderson Rowe, a London based Discretionary Fund Management company.
2007
February
The SimplyBiz Group purchase 100% of Glasgow based compliance services provider Compliance First.
2007
September
Launch of Capital Reward, Capital Reward Plus and New Model Business Academy for Members of SimplyBiz and Clients of Compliance First.
2007
November
SimplyBiz named 6th fastest growing company in the UK in the Sunday Times Fast Track 100 Awards.
2008
February
SimplyBiz named 'Best Network / Service Provider' in the 2008 Professional Adviser Awards.
2008
March
SimplyBiz named 4th fastest growing private company in the UK by the LCD Hot 100.
2009
February
SimplyBiz named 'Best Network / Service Provider' in the 2009 Professional Adviser Awards.
2009
June
New Model Business Academy launches to whole of market.
2010
February
SimplyBiz launches onto the Asset Management market through running multi asset fund of funds designed to meet the real needs of clients by matching investment philosophy and assets to the attitude to risk of investors.
2010
May
Matthew Timmins and Neil Stevens are named as the new Joint Managing Directors of The SimplyBiz Group.
2010
October
The SimplyBiz Group acquires specialist financial services consultancy firm Compliance 24-7.
2010
November
Winner of the Huddersfield Examiner, Business of the Year Award.
2010
November
New Model Business Academy TV launches.
2011
June
New Model Business Academy launch The Success Through Action programme to ensure that all advisers are ready to succeed and flourish in the run up to, and beyond, the Retail Distribution Review.
2011
August
SimplyBiz acquire SIFA, who provide professional support to financial advisers and solicitors.
2011
September
New Model Business Academy reaches 10,000 Members.
