SimplyBiz Services is the cornerstone upon which The SimplyBiz Group of companies was built. The business launched in 2002 with a ground breaking proposition designed to provide directly authorised advisers with a new level of support and service previously unseen in this sector.

Today, SimplyBiz is the market leading provider of outsourced regulatory and business support to directly authorised financial advisers. Our breadth of service is unrivalled and our commitment to service and excellence is second to none.

Regulation is at the heart of our business, from the experienced policy and helpdesk teams based in Huddersfield, to our wider specialist teams and dedicated field team on hand to visit our Members’ business to help them meet the regulator’s requirements. We have the experience and knowledge to ensure firms get the very best support in the most important areas for their business.

In addition to our core regulatory support, we also provide a breadth of added value services designed to ensure firms are able to run a profitable and efficient business.

We have an extensive events programme, which sees around 400 face-to-face events delivered each year, complimented by an equally impressive virtual event programme, ensuring advisers have access to the learning and development opportunities they need, as well as dedicated workshops and seminars designed to help develop skills and knowledge in key areas of the market.

Our size and strength means that we are able to bring best of breed solutions to market, whether that’s build from the bottom up, or by partnering with market leaders. This is no more evident that our complete end-to-end solution, Centra, built in partnership with Defaqto and now being used by over 3,750 advisers.

We continue to ensure firms have access to the support they need, when they need it. From comprehensive marketing support, including our market leading ‘NextGen web solution, to outsourced referral services to ensure firms can truly offer a holistic service.

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