The founding division of the Group, SimplyBiz was launched in 2002 to deliver compliance and business support and guidance to directly authorised financial advisers.
Scotland's premier bespoke compliance and technical service packages to directly authorised financial advisers.
The Group's end-to-end compliant investment process which takes advisers all the way through from initial client fact finding to providing a range of suitable fund solutions.
Established in 2004, SimplyBiz Mortgages has grown to be one of the top three mortgage clubs in the UK, currently supporting over 2,600 mortgage advisers.
The not-for-profit training and development division of the Group supports everyone involved with, or starting out in, the financial services profession with qualifications, professional and personal development and business evolution.
Founded in 1992 to provide support to financial advisers who work with solicitors, SIFA are now the pre-eminent organisation in their field and are recognised both by the Law Societies and by the Financial Conduct Authority.
One of the largest Estate Planning & Will writing companies in the UK and is unequalled in providing the highest standard of service and quality of advice.
The market-leading provider of workplace benefit and reward programme software which has positioned itself firmly at the front of the auto enrolment market.
Operating under the trading brands of Gateway Surveyors and Sonas Surveyors and has established itself as one of the UK’s leading suppliers of valuation and panel management services.