befree Global
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Join us at the Financial Planning Conference 2025!

CISI financial planning conference

Oct 2 - Oct 3, 2025

  • De Vere Beaumont Estate, Windsor, UK

Booth # A9

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About us

befree Global is a trusted partner for outsourced business services, helping businesses worldwide simplify their accounting, bookkeeping and finance functions. With a presence in Australia, the UK, and the US and high-performance capability centres in India, we deliver smart, scalable solutions designed to boost efficiency and cut costs.

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  • We offer paraplanning and handle back-office tasks for financial advisers and planners, giving you more time to focus on your clients and grow your practice.
  • Our team of highly skilled professionals allow businesses to focus on growth while we take care of the details. befree offers businesses the freedom to scale with ease.
  • Through technology and automation, we enable businesses to work smarter by creating customised outsourcing solutions.
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Global Clients

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Delivery Centres

Our Services

  • Paraplanning Services

  • Accounting Services

  • Tax Services

  • Audit Support Services

  • Mortgage Services

  • Financial Transformation

  • Virtual Practice Admin

  • Enterprise Solutions

Why Visit Us?

Paraplanning Support

Paraplanning Support

Free up your time with our end-to-end paraplanning services, including SOA preparation, compliance checks, and financial modelling.

Financial Planning

Financial Planning

Get support with research, strategy, and reports, so you can deliver high-quality advice with ease.

Back-Office Operations

Back-Office Operations

Let us handle admin tasks, portfolio reviews, and more, so you can focus on advising your clients

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Meet Our Team

Our team will be at the CISI Financial Planning Conference 2025 to connect with you, answer your questions, and explore how we can help your business grow.
Allan Edward

Allan Edward

Director - Sales & Client Success

Himanshu Gaekwad

Himanshu Gaekwad

Operations Head

Take the next step towards a smarter workflow

Book a quick chat with us – no queues, just great conversations.

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