LoveSmallBiz Ltd provides specialist back-office administration, bookkeeping and IT support to independent financial advisers across the UK — so you can focus on what you do best: advising clients.
Software we work with every day
Choose the support level that fits your practice. Services can be taken individually or combined into a complete outsourced back-office solution.
Day-to-day administrative support built around Intelligent Office — keeping client records accurate, compliant and always up-to-date.
Bookkeeping tailored to advisory businesses — income, expenditure and profitability tracked with precision.
Setup and ongoing maintenance of reliable, secure IT for small advisory firms — with fast, friendly remote support.
Research, report writing and suitability support — letting your advisers concentrate on client relationships while we handle the technical groundwork.
Proactive, fully managed IT support for small businesses and professional practices across London and the Home Counties — keeping your technology secure, reliable and up to date so you can focus on running your business.
Enterprise-grade security tools scaled for small businesses, delivered by real UK-based people — not automated systems or overseas call centres.
Whether you're a sole trader, a growing team, or an FCA-regulated practice, we have a plan designed for businesses with 1–25 users.
Enterprise-grade antivirus, anti-phishing, ransomware protection, full disk encryption and cloud sandboxing on every device.
Business email on your domain, Teams, OneDrive (1TB per user), SharePoint and desktop Office apps — set up and managed for you.
Independent backup of all Microsoft 365 data — email, Teams, SharePoint and OneDrive — with minimum 30-day retention.
Continuous monitoring for problems, failed updates, security alerts and hardware issues — without interrupting your work.
Blocks malicious websites before they load — an additional layer against phishing and malware, on all devices everywhere.
Business-grade password manager for your team, plus dark web monitoring if credentials appear in a known breach.
All plans include unlimited support for covered services. Contact us for a tailored quote.
We register your business domain, configure professional email with SPF, DKIM and DMARC protection, and handle all ongoing DNS management.
MFA enforcement, device compliance policies, dark web monitoring, annual cyber risk reports, and written evidence of controls for FCA or insurance purposes.
From discovery call to fully operational — we configure Microsoft 365, deploy security, set up every device and hand over to your team, typically within one working week.
Your plan covers unlimited support for managed services. Out-of-scope work is always quoted in advance — we never send surprise invoices.
We offer a free 30-minute discovery call — no obligation, no sales pressure. Just an honest conversation about what you need.
Book a free discovery call →Deep configuration, automation and managed support for Sage Intacct — the cloud financial management platform built for growing advisory and professional services firms.
Streamline your entire accounts payable workflow — from invoice capture through to approved payment — with minimal manual intervention.
Generate and manage bank payment files directly from Sage Intacct — eliminating manual rekeying and reducing payment errors.
Administration, configuration and ongoing management of your Sage Intacct environment — keeping it secure, up to date and performing at its best.
End-to-end management of client billing, invoicing and order processing within Sage Intacct's accounts receivable module.
Purpose-built reporting dashboards that surface the metrics that matter — in real time, accessible on any screen.
Tailored extensions and workflow automation built around your business processes using Sage Intacct's platform tools and API.
LoveSmallBiz Ltd was created to support independent financial advisers who want professional back-office support without building a large in-house team. We understand the specific rhythms, software and compliance demands of the IFA world — because that's all we do.
Support designed specifically for independent financial advisers — we understand your unique challenges.
Deep, hands-on experience with iO workflows, data management and compliance processes.
From a few hours a month to full ongoing packages — scale up or down without permanent staff costs.
Remote support across the UK, integrating seamlessly into your existing processes and systems.
We work with directly authorised IFAs, AR firms and solo advisers who need dependable, consistent support.
Robust processes, appropriate technology and sector-specific knowledge to help you run more efficiently.
Authorised Partners & Resellers
We let results do the talking. Here's what the people we work with have to say.
"LoveSmallBiz has provided Genesis with professional services, managing our client administration, financial operations, bookkeeping, IT maintenance and infrastructure, as well as fund research. Alex's level of competence, reliability, and attention to detail has significantly strengthened my operational efficiency and allowed me to focus on my core business objective of client servicing. I am pleased to recommend Alex & LoveSmallBiz as a trusted and capable service provider."
"Alex found me a great deal on a Lenovo laptop. He was brilliant from start to finish from the set up to installing Windows, Microsoft office and security protections. He went the extra mile to personalise my desktop layout organising my shortcuts, my favourite widgets and toolbar icons. Patient, skilled and with excellent attention to detail, Alex ensured my laptop was business ready from day one and continuously monitored and protected. Exceptional Service."
"As a business owner, having reliable IT support is absolutely essential - and I couldn't be happier with the service we've received from Alex. The team keeps our entire network running smoothly and ensures all our devices remain secure and trouble-free.Thanks to their proactive monitoring and quick response times, potential issues are dealt with before they ever become a problem. They've also set up strong security measures across our systems, giving us complete peace of mind about data protection and compliance. It's reassuring to know our IT infrastructure is in safe hands, allowing us to focus on running the business instead of worrying about technology. Highly recommended for any company that values dependable, expert support."
"I've been using LoveSmallBiz for IT maintenance and equipment purchasing, and the service has always been exceptional. Alex is knowledgeable, reliable, and helped me keep everything running smoothly since 2008. I would highly recommend him to any business or individual looking for dependable IT support. Thank you, Alex, for your excellent service."
"Working with Alex and his company has been an excellent experience from start to finish. They were responsible for designing and maintaining the IT infrastructure that supports both our architectural and finance departments, as well as setting up and looking after our bookkeeping processes. From the outset, Alex took the time to understand how our teams work day to day and then built systems that were stable, secure, and easy for everyone to use. I am genuinely happy with the service we have received and would not hesitate to recommend him."
More client testimonials coming soon
If you're an independent financial adviser or small advisory firm and would like to explore how we can help, we'd love to hear from you.
Response time
We aim to respond to all enquiries within one business day.