Business Consultancy also offer a review service for firms which helps keep documents updated on an ongoing basis and includes
• Review your client, CIRP and / or Consumer Duty proposition
• Make recommendations and alterations
• Inform you of any major alterations throughout the year
• Access to the Business Consultancy team for queries
• Full annual review
Simplybiz already provides a range of support for advisers around ongoing reviews, but the addition of the new business consultancy annual review service means they can opt for an approach with more expert, hands-on guidance.
We wanted to ensure our ongoing services proposition helped the advice firm to not only explore its internal processes and documentation but also feel confident they are meeting the guidelines set out by the FCA in this area. We’ re passionate about helping advisers keep on top of their regulatory requirements in whichever way suits them best and creating more time for them to spend with clients.
This launch is part of our ongoing development of our core services and for those firms seeking to evolve, scale, or simply gain clarity in a complex environment, this ongoing advice service might just be the missing piece.
To book a meeting with one of our business consultants, simply send an email to BC @ simplybiz. co. uk.
October 2025 | 15