The Growth Partner for Financial Advisory Firms

Transforming the way financial planners work with trusted expertise and seamless support. With befree, scaling your practice becomes second nature.

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Delivery Centres

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Employees Worldwide

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Years of Experience

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Global Clients

Why Financial Advisory Firms Choose befree

We provide paraplanning and virtual practice admin services to financial planners and financial advisory firms across the UK, helping them focus on clients and grow their practice.

GDPR
Compliant

ISO 27001
Certified

XERO Platinum
Partner

ACCA Approved
Employer – GOLD

Highly Trained Professionals

Access a dedicated team of skilled experts who deliver accurate, reliable support across paraplanning and admin tasks.

Proven Experience

With 19+ years of proven outsourcing experience, we understand the challenges financial planners face and provide solutions that truly fit your practice.

Secure and Scalable Operations

Robust systems, data security, and scalable support ensure you get peace of mind while expanding your capacity without the risks of in-house hiring.

Freedom to Grow

Skip the stress of recruitment, training, and staff shortages. Our ready-to-deploy teams give you the flexibility and stability your practice needs.

Our Services

At befree, we provide dedicated outsourcing solutions that let financial planners focus on clients, not paperwork.

Paraplanning Services

Enhance your client value proposition with our expert paraplanning solutions, delivering accuracy and efficiency.

Virtual Admin Services

Efficient, reliable back-office admin support that keeps your firm running smoothly and clients happy.

How We Work

Assigning a Dedicated Support Team

Quality Assurance & Final Delivery

Onboarding & Needs Assessment

Assigning a Dedicated Support Team

Service Execution / Task Delivery

Quality Assurance & Final Delivery

Ongoing Support & Performance Reporting

More Time for Advice, Less Time on Admin!

We take care of your paraplanning and practice admin so you can stay client-focused. Grow your business without growing your workload.

Why Our Clients Love Us

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We Use The Tools You Use

Transform your
business today!

Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.

Or simply fill out the form—our team will be in touch shortly.

Services required (Please select at least one service)

Bookkeeping & Accounting Services Payroll Services Audit Support Services Tax Support Services Accounts Payable Services / FnA Accounts Receivables Services / FnA Financial Reporting Services / FnA Paraplanning Services VPA Services

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The Growth Partner for Financial Advisory Firms

Why Financial Advisory Firms Choose befree

Highly Trained Professionals

Proven Experience

Secure and Scalable Operations

Freedom to Grow

Our Services

Paraplanning Services

Virtual Admin Services

How We Work

Assigning a Dedicated Support Team

Quality Assurance & Final Delivery

Onboarding & Needs Assessment

Assigning a Dedicated Support Team

Service Execution / Task Delivery

Quality Assurance & Final Delivery

Ongoing Support & Performance Reporting

More Time for Advice, Less Time on Admin!

Why Our Clients Love Us

We Use The Tools You Use

Transform your business today!

Transform your
business today!