The SimplyBiz Group is the largest provider of outsourced regulatory and business support services to the financial services market, currently supporting over 3,700 directly authorised financial advisory businesses in the UK.

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 two divisions, the Intermediary Services Division and the Distribution Channels 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.

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 Trotter - Non-Executive Director
• Tim Clarke - Independent Non-Executive Director
• Gary Hughes - Senior Independent Non-Executive Director

• 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:
Peel Hunt LLP
Moor House, 120 London Wall,
London EC2Y 5ET