The John Smith's Stadium
Stadium Way
West Yorkshire
T: 01484 439100
F: 01484 439 101
No. of consultants: 16-20
Geographic area covered: UK wide
  • National


At SimplyBiz we believe in keeping business simple, providing firms with the tools and advice necessary to run their businesses. Our complete range of business services recognises the breadth of opportunities for financial intermediaries, and we are committed to supporting firms under a regime of 'Direct Regulation' by the FCA. Our 2.5% charging structure is guaranteed for the lifetime of membership which enables firms to plan their cost base with confidence for the future.

types of client firm served:

  • Authorised Professional Persons
  • Building Societies
  • Credit Unions
  • IFA (incl IFA divisions of financial institutions)
  • Insurance Brokers - Pure Protection Products
  • Mortgage Brokers
  • Retail investment management

services offered:

  • Authorisation -FCA
  • Complaints Handling Reviews
  • Compliance Support
  • Compliance Training
  • Documentation
  • Enforcement Action - Financial Services
  • File Review
  • Health Checks
  • Mis-selling Reviews
  • Money Laundering/Financial Crime Advice and Reviews
  • Pension Reviews
  • Regulatory Returns Assistance
  • Regulatory Updates