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 the dedicated field team tasked with going into 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 350 face-to-face events delivered each year, 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 we are able to bring best of breed technology to our Member Firms at a considerably reduced rate. From complementary Synaptic and Dynamic Planner licences, to heavily discounted Intelliflo licences, we ensure firms have choice and value at every turn.
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 out sourced referral services to ensure firms can truly offer a holistic service.