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
Client administration, bookkeeping and Intelligent Office support built specifically for directly authorised advisers.
See IFA services →Flat-fee, fully managed IT for small businesses and regulated practices — transparent per-device pricing, no surprise bills.
See IT plans & pricing →Configuration, automation and specialist platform support for mid-sized finance teams — multi-entity, multi-currency and consolidation work.
See Sage Intacct services →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.
A paraplanning service is in development, to sit alongside our back-office support. We'll announce it here when it launches.
It will cover:
Advisory output and suitability decisions always remain with the regulated adviser. Register your interest and we'll let you know when it launches.
Full detail, packages and pricing live on the IFA back-office page.
IFA back-office in full →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.
Full detail, packages and pricing live on the Managed IT page.
Managed IT in full →Deep configuration, automation and managed support for Sage Intacct — the cloud financial management platform for organisations that have outgrown Xero, QuickBooks or Sage 50.
A different audience to the rest of this page. Sage Intacct suits finance teams in mid-sized organisations — typically multi-entity, multi-currency or consolidation requirements, with a finance function rather than a single bookkeeper. If you are a sole trader or a small advisory practice, this is almost certainly not the right platform for you, and we would tell you so: our IFA back-office and managed IT services are built for firms your size.
Full detail, packages and pricing live on the Sage Intacct page.
Sage Intacct in full →Sage Intacct services in depth — including who it is not for →
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.
That focus is unusual for a reason. Most firms offering back-office support don't understand IT, and most IT providers have never seen inside a regulated advice firm. Thirty years of doing both — administration and infrastructure, for advisers and for the small businesses around them, twenty of those years with IFAs — is what lets us take on the whole operational side of a practice rather than one slice of it.
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
A deliberately small team — which means the person who scopes your work is the person who does it, and you always know who you are dealing with.
LoveSmallBiz grew out of thirty years of doing two jobs that are usually done by two different companies. Alex has spent that time inside small firms — building and maintaining their IT, and running the administration and bookkeeping that keeps them working — with twenty of those years spent specifically alongside financial advisers, in Intelligent Office, reconciling adviser charges and preparing client files.
That combination is why the three services on this page sit together rather than being three unrelated businesses. An advice firm gets someone who understands both its back office and its infrastructure. A small business outside financial services gets IT run to the standard a regulated firm demands. And a larger finance team gets Sage Intacct work from someone who has actually done the bookkeeping underneath it.
Thirty years supporting small businesses and professional practices with back-office administration, bookkeeping and IT infrastructure — twenty of them working with IFAs. Alex personally oversees every client relationship.
Supports day-to-day IT delivery — device setup, security tooling and monitoring across managed client environments.
A practical, no-pitch checklist covering the security controls, documentation and back-office processes advisers are commonly asked for at audit or renewal time.
One PDF. No obligation. We'll only email you if it's genuinely useful.
We'll email the checklist straight to you. By requesting it you consent to us emailing you about our services — unsubscribe any time. See our privacy notice.
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."
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.