What we manage around every client meeting
Identity & cloud productivity environment
MFA, account protection, permissions, joining and leaving, email security and secure document collaboration.
Adviser workstation environment
Reliable desktops, laptops, docks and monitor setups for advisers and support teams running multiple cloud, CRM and document applications.
Device & email protection
Device security, encryption, phishing controls, patching and sensible restrictions around sensitive client information.
Network & internet
Business internet, Wi‑Fi, firewalling, network segmentation and failover planning for offices that cannot simply stop when a link fails.
Backup & recovery
Backup strategy, recovery procedures and continuity planning around the systems and data you control.
Remote-work environment
Controlled remote access, managed devices, MFA, encryption and secure collaboration for hybrid and mobile teams.
The tech problems that pick the worst possible moment
A new adviser needs access to five different systems
Getting someone properly set up on day one instead of week three.
Shared file and mailbox permissions have drifted
Access nobody remembers granting, still sitting there long after it should have been removed.
Phishing and account-compromise risk
Financial services is a genuine target, and the controls need to reflect that.
A slow laptop or dropped call, mid-meeting
The moments that matter most are exactly when technology can least afford to fail.
Remote staff on inconsistent, unmanaged devices
Convenient for them. A genuine risk for you.
An office move or expansion, with zero downtime
Systems need to be ready before anyone notices they weren't.
We provide IT infrastructure, Microsoft 365 or Google Workspace, security, device, network and supplier coordination. Product-specific advice platforms and regulatory setup stay with the software provider and your compliance advisers.
Privacy, cyber risk & client information
Financial-services teams work with identity documents, financial records, client communications and high-value transactions. Security should cover identity, devices, email, document access and business continuity together, not rely on one single product.
Strong access controls
MFA, conditional access where appropriate, least-privilege permissions and disciplined staff joining and leaving.
Email & devices
Device security, patching, device encryption where appropriate, phishing controls and secure client-document workflows.
Backup & resilience
Backup, restore planning, resilient internet, UPS and secure remote work for advisers and support teams.
Privacy, cyber and record-keeping requirements vary by business model, licence and regulator. We provide IT controls and implementation support. Regulatory certification is a separate matter for your compliance advisers.
Frequently asked questions
Can you support environments using Xplan or other adviser platforms?
We look after the devices, browsers, identity, internet and security around whichever adviser platform you're on, and coordinate with the platform supplier for anything specific to the product itself.
Can you improve security without making staff unproductive?
That's genuinely the goal here, not something you have to trade away. Layered controls, multi-factor authentication, device protection, encryption, email security, sensible permissions, applied in a way that doesn't get in anyone's way.
Can you help with business continuity?
We look at internet resilience, devices, cloud dependencies and backup and recovery arrangements. This cuts down on the avoidable single points of failure most businesses don't notice until it's too late.
Can you help with security and privacy requirements for a financial-services business?
On the technical side, yes, identity, device, email, network, backup and access controls. Your exact regulatory obligations depend on your licence and the services you provide, so that interpretation stays with you and your professional advisers.