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 profitable and compliant Centralised Investment Propositions, to accessing market-leading investment intelligence and innovative planning tools, our investment services have everything you need to run a robust and compliant advice process.

We have partnered with industry experts Hymans Robertson and Defaqto to provide you with access to some of the most sophisticated, market-leading investment planning tools and solutions to help you run a compliant and efficient centralised investment process.

Expert Investment Research
Our research capability brings you the foremost investment research in the UK at your fingertips.

SimplyBiz Investment Services have designed a range of in-depth multi-asset and Single Asset Researched Fund Lists, powered by Defatqo. The lists are created using a transparent, robust and clear methodology based on criterion including performance, volatility, cost and Defaqto Diamond Ratings, Fund Reviews and ESG Reviews. Our independent investment committee oversees the Multi-Asset and Single Asset Researched Fund Lists' performance at the quarterly investment committee meetings to ensure the Researched Fund Lists are regularly updated.

Furthermore, the Researched Fund Lists are bespoke and exclusively available to SimplyBiz Members and are easily accessible within Centra, our market leading end-to-end financial planning tool, further supporting greater efficiencies throughout your advice process.

Market-Leading Investment Solutions
We have partnered with leading fund managers to bring our Members access to a range of sophisticated investment solutions designed to fit within the advice process.

Risk controlled solutions sit at the heart of your centralised investment proposition. They are consistently monitored by our independent investment committee, ensuring they align with your risk profiling tool and remain suitable to deliver to your client's expectations of risk and return.

Centralised Investment Proposition
Backed by the full support and professional experience of SimplyBiz policy and compliance technical teams, and with over 200 reviews of advisory practices already delivered, our business consultancy teams are ideally positioned to help you create, document and implement your CIP.

Our consultancy team have designed a host of easy-to-use and compliance approved risk controlled supporting documentation, all of which you are made available to SimplyBiz members.