Advisers

The SimplyBiz Group is leading the way in the provision of financial services technology and outsourced regulatory and business support to advisers across all sectors.

Advisers are at the centre of everything we do and we remain as committed today to providing first class FinTech and regulatory and business support as we were when we first launched back in 2002.

Through our core compliance based brands - SimplyBiz, Compliance First and SIFA, advisory firms have access to the very best regulatory support, access to over 400 learning and developed events each year and an array of business development and propositional support, including best-of-breed technology.

Our wider brands ensure firms have access to specific support where they need it, whether this is in the investment, mortgage, workplace, consumer credit or legal arena.

Defaqto, our leading financial services technology business, provides over 8,500 advisers with complete end-to-end technology and expert ratings to help make better informed recommendations as, well as access to the latest industry trends and insight.

As you would expect from a market leader, we are active on advisers' behalf, ensuring their voice is heard, either directly by the regulator or in our capacity as board members of the industry's leading associations. Through NMBA, our not-for-profit training division, we are working hard to safeguard the future of our industry through financial education and apprenticeship programmes.

Our brands