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We’re powering a new age of financial planning, driving efficiencies for financial professionals across Scotland, NI and the North of England through integrated support and access to cutting-edge technology
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.
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.
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.
Optimise your business
Get the best from your teams and your technology to boost efficiencies, serve more customers, and increase profitability.
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.
Who we support
"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
"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
"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
"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
"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
"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
Who we are
"By offering deep technical knowledge, access to leading tech, and business support at every stage of a firm’s business cycle, we help our members take compliance and regulatory requirements in their stride, develop their staff, and ultimately run better practices."
Neil Stevens & Matt Timmins
Joint CEOs
Find out more about usMulti-award winning service
We're proud to have won an array of awards over the years. Here are some of our most recent:
