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Founded Year




Date of IPO


About SimplyBiz

SimplyBiz is a company that focuses on providing comprehensive compliance and business support services in the financial services sector. The company offers a range of services including technology, compliance, investment, training, financial planning-advising, mortgages, and acquisitions & merger management. It primarily serves the financial services industry. It was founded in 2002 and is based in Huddersfield, England.

Headquarters Location

The John Smith's Stadium Stadium Way

Huddersfield, England, HD1 6PG,

United Kingdom

+44 1484 439100



Latest SimplyBiz News

SimplyBiz partners with Competent Adviser to launch adviser academy

Feb 21, 2024

21 February 20248:09 am SimplyBiz has announced the launch of ‘MyLearning Academy’ – an online learning portal developed in partnership with Competent Adviser. The academy, which is available from today for all SimplyBiz member firms, offers support on a comprehensive range of qualifications from CeMAP 1 to AF5. It is designed to create a bespoke learning journey for users, whether they are a new starter or an experienced adviser training in a specialist area. It supports a range of qualifications from institutions including LIBF and CII. MyLearning Academy is built upon the foundations of Competent Adviser’s online study support programme, which boasts a track record of over 90% of students achieving qualifications on their first attempt. Courses are broken down into ‘bite-sized’ chunks, with each module comprising of reading assignments and test assignments to assess understanding. SimplyBiz director of adviser services Marc Thompson said: “As a result of the increasing value of advice, our members have told us that client growth is their number one priority for 2024. “We believe that the introduction of the MyLearning Academy will prove invaluable to firms who want to both train the next generation of advisers and increase the number of clients they are able to see. “Competent Adviser is renowned as a market-leading provider of online study support for advisers, and is the perfect partner to help us bring the MyLearning Academy to SimplyBiz members.” Competent Adviser was acquired by Fintel, the parent company of SimplyBiz, in July last year and was the first acquisition through the fintech and support services provider’s ‘Fintel IQ’ arm. Fintel IQ is a technology and solutions hub, designed to acquire and develop a connected regulatory and business support platform that can be used across Fintel’s customer channels.

SimplyBiz Frequently Asked Questions (FAQ)

  • When was SimplyBiz founded?

    SimplyBiz was founded in 2002.

  • Where is SimplyBiz's headquarters?

    SimplyBiz's headquarters is located at The John Smith's Stadium, Huddersfield.

  • What is SimplyBiz's latest funding round?

    SimplyBiz's latest funding round is IPO.

  • Who are the investors of SimplyBiz?

    Investors of SimplyBiz include ELITE Group and Beechbrook Capital.



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