Yes. We guide firms through Cyber Essentials and Cyber Essentials Plus certification, giving you technical controls that support regulatory compliance and demonstrate your commitment to protecting client data. We also simulate real-world cyberattacks to uncover vulnerabilities, so you have the evidence insurers and regulators increasingly expect to see.

Client money, data and your FCA standing all depend on secure, always-on IT, so protection is built in at every level. That includes securing remote working setups so they meet regulatory expectations, maintaining resilient systems that keep client-facing platforms running, and aligning your infrastructure with FCA governance and operational resilience requirements, including DORA where relevant.

Yes. Many financial firms stay with an underperforming provider simply to avoid disruption, but switching doesn’t need to put your firm at risk. We follow a structured Discover, Audit, Plan, Move, Govern process, so the transition is planned, controlled and clear, with support carried out safely and minimal disruption to your operations.

Yes. We help firms adopt Copilot and AI with confidentiality and accuracy front of mind, since financial data is some of the most sensitive information there is. Copilot Chat and Microsoft 365 Copilot don’t train on your data or prompts, and we roll out access with the right governance and training in place first, so productivity gains don’t come at the cost of client data or FCA compliance.

Yes. We help financial services firms strengthen the technology foundations that support operational resilience. This includes cyber security, backup and recovery, disaster recovery planning, access controls, monitoring, documentation and governance processes. Our structured approach helps firms reduce risk, improve resilience and demonstrate that critical systems and services are appropriately protected. 

Yes. We help financial services firms provide secure access to business-critical applications, Microsoft 365, client records and financial platforms from any location. Through device management, multi-factor authentication, secure cloud services and governance controls, we help firms maintain productivity while protecting sensitive client data. 

Yes. We regularly work alongside platforms such as Intelliflo, Xplan, iO, financial CRMs, portfolio management systems, trade management systems, risk analysis platforms and Bloomberg. Because we already understand the technology ecosystem used by many financial services firms, we can provide practical support without lengthy onboarding periods.