When speaking to most DFMs, it’s clear that they have a simple mandate - to ensure their clients receive the very best service, whilst continuing to operate a compliant and profitable business.
With this in mind, it comes as no surprise that in the current investment climate, many are now beginning to review their current model, and indeed their current host, to ensure that it is still the best fit for them and their clients.
At The SimplyBiz Group, we support more advisers and more firms than anyone else and as such, we are ideally positioned to help you take your business to the next level.
We provide a bespoke service that is designed around your business and your needs. Whether you are looking to maintain your current service model, or whether you are looking to build a new model for the future, we can help.
We offer unrivalled regulatory support. Whether you need hands on support from our experienced field and office based consultants, or you simply need the framework to operate a compliant business model, we have the expertise to support you.
We support thousands of investment advisers and wealth managers through a range of market leading investment solutions, from the underlying systems to the end fund solutions.
And for those looking to go directly authorised - The SimplyBiz Group helps more firms to make that move than anyone else in the industry - so we're pretty good at it!
With our help you can release your true potential