SimplyBiz
HQ Address
Fintel House, St Andrew's Road, Huddersfield, HD1 6NA, United Kingdom
Website Address
Business introduction
SimplyBiz is the UK's No.1 provider of regulatory and business support to the retail financial service market
For nearly two decades, SimplyBiz has been the UK’s leading support services business, powering thousands of intermediary businesses through its leading brands – SimplyBiz, Compliance First, SimplyBiz Mortgages, SIFA Professional, FIBA, APS Legal & Associates, Gateway Surveyors, the Consumer Credit Centre, and Signature.
As part of Fintel, we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.
The core principles of the business are the same today as they were when we launched – to put the needs of financial and legal advisers and their clients at the heart of everything we do. That's why you will only find market-leading products and service on offer from SimplyBiz, all designed with that principle in mind.
Whilst regulatory guidance and support remains the core of our business, we pride ourselves on the additional value-added services that we provide to advisers, which include training and development, market-leading technology solutions, a robust and repeatable investment solution, marketing and business development support, technical guidance, and innovative business growth offerings.
SimplyBiz Solutions
Centra
We asked advisers what they would like to make things a little easier. Our members told us they wanted : Efficiency in the advice process A seamless link from financial planning to research and suitability reports Greater support in making suitable investment recommendations and Support to deliver a better customer experience With this in mind, we......
business needs
view solutionGiving Advice
Financial advice comes in all shapes and sizes and with consumer needs and behaviours changing all the time, it's vital to ensure that you have access to the right level of support and solutions. At SimplyBiz, we ensure that our members have the solutions they need for advising and for where......
business needs
- Business Establishment & Support Services
- Business Strategy & Advisory
- Compliance & Regulatory Services
Horizon
Once you’ve emersed yourself in our world you will soon realise the value we can provide to your business. We offer solutions and support wherever you are in your business cycle. And when the time comes to realise the value you’ve built up – we offer Horizon – the most......
business needs
view solutionProfessional Development
At SimplyBiz, we offer the largest event programme of its kind, providing advisers with access to a mix of face-to-face events and a comprehensive virtual programme, which has proved invaluable during recent times. Our programme covers a wide breadth of events to suit all needs from our holistic Learning and Development Events, usually taking place two to three times......
business needs
view solutionRegulatory Support
Our vast experience and array of expertise enables directly authorised firms to operate with confidence. Whether it’s through our help desks, regular bulletins, or events, we will always talk to you about compliance in plain English and tell you exactly what regulation or policy change means for you and your clients,......
business needs
view solutionSimplyBiz Investment Services
As the UK's largest provider of regulatory and business support to directly authorised financial services professionals, we are proud to offer our members exclusive access to new in-depth investment research, market-leading financial planning tools and dedicated investment support designed to power the investment advice process. From support in the design of......
business needs
- Investment Platforms & Tools
- Manager Selection, Monitoring & Review
- Portfolio Build, Analysis & Reporting
