The SimplyBiz Group is a leading independent provider of support services and software to financial advisers and financial institutions. The Group serves over 5,600 intermediary firms and more than 350 financial institutions in the UK.

The Group delivers a platform for intermediary firms to run a compliant and successful business and enables product providers to reach the market more effectively. Our unique product data and market insights inform the purchase decisions of financial advisers and consumers and we enable product providers to design and optimise higher quality products for their markets.

The Group’s in-depth understanding of the changing regulatory landscape and deep insights into the needs of customers, advisers and product providers enable it to add unique value to the retail financial services sector.

Since our inception back in 2002, we have grown year on year and 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.

The Group provides services to the demand-side, financial intermediaries, and the supply-side, financial institutions, of retail financial services via its three divisions, the Intermediary Services Division, the Distribution Channels Division and the Research and FinTech Division.

The Intermediary Services Division provides compliance and regulation services to over 3,700 individual financial intermediary Members, including directly authorised IFAs, directly authorised mortgage advisers, workplace consultants and directly authorised consumer credit brokers

The Group’s Intermediary Services Division is at the core of the Group’s business and operates on a membership basis with subscriptions paid monthly. In addition, Members purchase additional compliance and technical services, tailored to their business needs, and software, primarily in the form of back office CRM licenses.

The Distribution Channels Division provides marketing and promotion, product panelling and co-manufacturing services to more than 135 financial institutions, including 43 asset managers, 26 life assurance and pension companies, 46 mortgage lenders, 13 general insurance providers and 7 credit lenders. This division also undertakes survey panelling and surveying work for mortgage lenders. The Distribution Channels Division provides targeted access for product providers to reach the Group’s financial intermediary Members. Product providers enter into annual contracts for the services provided.

The Research and FinTech Division includes the Defaqto FinTech platform which is used by over 9,500 users and provides independent ratings of 21,000 financial products and funds, licensed by 250 financial services brands. Defaqto has a proprietary, scalable and flexible digital platform, supporting a rich database of financial products and providing unique information and insights to aid consumer and adviser purchase decisions.

Although our heritage can be traced to Yorkshire, we now operate from seven locations across the UK, employing over 400 dedicated professionals

• Neil Stevens - Joint Chief Executive Officer
• Matt Timmins - Joint Chief Executive Officer
• Gareth Hague - Group Finance Director

• Tim Clarke - Independent Non-Executive Director
• Gary Hughes - Independent Non-Executive Deputy Chairman

• Ken Davy

Nomad and Broker:
Zeus Capital Limited
82 King Street, Manchester M2 4WQ
10 Old Burlington Street, Mayfair, London, W1S 3AG

Auditor:
KPMG LLP
1 Sovereign Square, Sovereign Street,
Leeds LS1 4DA

Solicitors:
Eversheds Sutherland (International) LLP
Bridgewater Place, Water Lane, Leeds LS11 5DR

Financial PR:
Instinctif Partners
65 Gresham Street, London EC2 7NQ

Registrars:
Link Asset Services
The Registry, 34 Beckenham Road, Beckenham,
Kent BR3 4TU

Reporting Accountants:
KPMG LLP
1 Sovereign Square, Sovereign Street,
Leeds LS1 4DA

Broker:
Liberum Capital Limited
Ropemaker Place, Level 12 
25 Ropemaker Street
London EC2Y 9LY