SimplyBiz: Home

Your privacy matters to us

To improve your online experience, we use cookies for enhanced functionality and analytics.See our cookie policy and privacy notice for more information.

Accept Cookies Decline Cookies

• What we do
  • Our services
  • Regulatory expertise
  • Financial technology
  • Business support
• Who we support

  Financial professionals

  • Financial advisers
  • Mortgage advisers
  • Discretionary fund managers
  • Credit brokers
  • Providers and lenders
  • Technology partners

  Business needs

  • Become directly authorised
  • Set up your business
  • Grow your business
  • Optimise your business
  • Exit the industry
• Why join us
  • Become a member
  • Join our team
  • About us
• News & insights
  • News
  • The Adviser Magazine
  • Protection Adviser Magazine
  • Skyline Magazine

Get in touch Member login

We’re powering a new age of financial planning, driving efficiencies for UK financial professionals through integrated support and access to cutting-edge technology.

Find out how What we do

Our flexible, scalable services help deliver more value and control to financial professionals, shaping better outcomes for consumers.

See our services

Support at every stage

We’ll help you meet your goals, wherever you are on your journey.

Become directly authorised

If you’re considering the move to direct authorisation, we can guide and support you through the process from application to approval.

Find out more

Set up your business

Get off to a flying start as a newly authorised business, with the right systems, controls and solutions in place from the very beginning.

Find out more

Grow your business

From taking on new staff to bringing in new customers, or even growing through acquisitions, we’ll help you take your business to the next level.

Find out more

Optimise your business

Get the best from your teams and your technology to boost efficiencies, serve more customers, and increase profitability.

Find out more

Exit the industry

When it’s time to move on, we’ll match you to suitable buyers and help you get the best deal for you and your business.

Find out more

Who we support

• Financial advisers
• Mortgage advisers
• Discretionary fund managers (DFMs)
• Credit brokers
• Providers and lenders
• Technology partners

"Due to ever-increasing complexities, it’s almost impossible to operate efficiently as an IFA without an excellent compliance consultancy firm. Thankfully, you continue to provide excellent support and I highly recommend any IFA firm seeking support services joins you."

John McClelland Knightsbridge Wealth Management

Find out more "The service and support I get from SimplyBiz Mortgages is first class! After being in the industry for 30 years this is by far, the most comfortable I have been with any support services company."

Peter Simpson Managing Director, MME (FS) GROUP LTD

Find out more "Every step of the way, the team have been instrumental in allowing our firm to achieve what is has so far. SimplyBiz DFM offers the best quality compliance, application processes, documentation and systems we could ask for and we would highly recommend them."

Oliver Murray Callanish Capital

Find out more "What we believed would be a stressful costly and time-consuming experience was made simple by the applications team. Everyone there is professional, knowledgeable and really easy to deal with and we cannot recommend them highly enough."

Mike Geddes Asset Finance Solutions (UK) Limited

Find out more "The team are simply first class to work alongside, taking time to understand business goals and find mutual targets to deliver shared success. A pleasure to be a partner, rewarding and fun in equal measure – what more could a provider ask!"

Justine Randall Chief Commercial Officer, Tatton Investment Management

Find out more "We’re delighted to be a strategic partner, working to provide advisers with access to Engage, empowering faster, smoother, and more compliant experiences. Together, we’re focused on making technology accessible to advisers and improving client outcomes."

John Milliken Chief Executive Officer, Defaqto

Find out more

Financial advisers

"Due to ever-increasing complexities, it’s almost impossible to operate efficiently as an IFA without an excellent compliance consultancy firm. Thankfully, you continue to provide excellent support and I highly recommend any IFA firm seeking support services joins you."

John McClelland Knightsbridge Wealth Management

Find out more

Mortgage advisers

"The service and support I get from SimplyBiz Mortgages is first class! After being in the industry for 30 years this is by far, the most comfortable I have been with any support services company."

Peter Simpson Managing Director, MME (FS) GROUP LTD

Find out more

Discretionary fund managers (DFMs)

"Every step of the way, the team have been instrumental in allowing our firm to achieve what is has so far. SimplyBiz DFM offers the best quality compliance, application processes, documentation and systems we could ask for and we would highly recommend them."

Oliver Murray Callanish Capital

Find out more

Credit brokers

"What we believed would be a stressful costly and time-consuming experience was made simple by the applications team. Everyone there is professional, knowledgeable and really easy to deal with and we cannot recommend them highly enough."

Mike Geddes Asset Finance Solutions (UK) Limited

Find out more

Providers and lenders

"The team are simply first class to work alongside, taking time to understand business goals and find mutual targets to deliver shared success. A pleasure to be a partner, rewarding and fun in equal measure – what more could a provider ask!"

Justine Randall Chief Commercial Officer, Tatton Investment Management

Find out more

Technology partners

"We’re delighted to be a strategic partner, working to provide advisers with access to Engage, empowering faster, smoother, and more compliant experiences. Together, we’re focused on making technology accessible to advisers and improving client outcomes."

John Milliken Chief Executive Officer, Defaqto

Find out more

Multi-award winning service

We're proud to have won an array of awards over the years. Here are some of our most recent:

News View all

16 DEC, 2025

Paul Bruns and Sandy McGregor: “For most advice firms, trying to track every consultation, interpret every data request, and anticipate supervisory themes alone would be a full-time job.”

Read more

15 DEC, 2025

Martin Reynolds: “Rising supply will put a hold on house price inflation as buyers have more choice”

Read more

12 DEC, 2025

Fabian Wiesner: ‘Choices about which elements of your business you should outsource can be a very personal decision, as can the choice of outsourcing partner’

Read more Get in touch

Request a call back

Give us a few details and we’ll give you a call.

Call me back

Call us

Lines are open between 9am-5pm, Monday to Friday.

01484 439 100

Become a member

Contact our sales team to learn more about our membership options.

01484 439 100

(choose option 1)

Why join us?