befree Ltd

OUTSOURCED PARAPLANNING SERVICES

Supporting financial advisers, business owners, and in-house paraplanners

Paraplanning Expertise

Outsourcing essential competencies such as paraplanning or investment management is fraught with risk, and some businesses are hesitant to do so for fear of losing control. 

We describe outsourcing at befree as the formation of strategic alliances that, when paired with fast-paced technical breakthroughs, enable the creation of limitless chances for new and adaptable business models and strategies. Some of the most significant advantages of modern outsourcing include reduced trouble, increased flexibility, and the capacity to quickly adjust to new trends.

We collaborate with financial advisors to assist clients in making sense of their finances. We integrate our outsourced paraplanning services alongside business owners, financial planners, advisers, and in-house paraplanners, sharing ideas and insights through research, analysis, and reports.

India

Bengaluru

BKN Ambaram Estate, Ground Floor, Bengaluru, Karnataka Karnataka , IN

Mumbai

BKN Ambaram Estate, Ground Floor, Bengaluru, Karnataka Karnataka , IN

Gandhinagar

BKN Ambaram Estate, Ground Floor, Bengaluru, Karnataka Karnataka , IN

UK

London

86-90 Paul Street, London, England EC2A 4NE, GB

Australia

Brisbane Office​

Level 23 127 Creek Street Brisbane QLD 4000 Australia

Sydney Office

Suite 3, Level 6 80 George Street Parramatta NSW 2150 Australia

Melbourne Office

430 Little Collins Street Melbourne VIC 3000 Australia

Perth Office

Level 25 108 St Georges Terrace Perth WA 6000 Australia

Adelaide Office

239 Magill Road Maylands SA 5069 Australia

Our Offering

Our research, analysis, and report writing services integrate effortlessly with your organisation, improving service and raising professional standards.

Working with a number of financial advisory firms over a long period of time has given us experience with a wide range of circumstances, which we can use to the work we do for you.

You won’t have to design your own technique or processes because we’ve already done it for you.

All of these elements, together with our qualified and experienced personnel, are critical to our ability to provide outsourced paraplanning services to financial advice businesses across the United Kingdom and Australia.

Suitability Report Preparation

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Admin tasks

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Statement of Advice preparation

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Admin tasks

Suitability Report Preparation

Statement of Advice preparation:

Statement of Advice preparation

Why Us?

We believe that meeting and guiding customers is the most efficient use of an adviser’s time. You didn’t become a financial advisor to sit in a cubicle filling out papers!
 

Dedicated at all times

Across research, implementation, meetings, and evaluations, our committed team works as if they were your own employee.

Security that is bulletproof

Our ISO27001 certification ensures that data is kept safe, secure, and in the appropriate hands at all times.

Lightning-quick

Our SOA specialists will respond as quickly as possible, and everything will be viewable and tracked in the secure workflow portal for speed and control.

Quality that has been certified

Our qualified team is RG146-certified and has extensive experience with simple, moderate, and sophisticated techniques.

Request for services

Find out more about how we can help your organization navigate its next. Let us know your areas of interest so that we can serve you better
PRIVACY STATEMENT