Built for financial firms
- Advisers and accountants
- Client data controls
- Cyber Essentials
- Regulated firms
What matters for financial firms
Sensitive financial data
Personal and financial records need strong protection wherever they are stored or shared.
Regulatory scrutiny
Regulators and clients expect firms to evidence their controls, not only claim them.
Fraud and impersonation
Payment fraud and email impersonation are constant risks for firms that move client funds.
How we help
Our three core services, shaped around financial firms across Gloucestershire, Oxfordshire, Herefordshire and Worcestershire.
Productivity
Microsoft 365 configured for secure document sharing, client communication and efficient day-to-day work, with IT support when your team needs it.
Security and compliance
Cyber security that includes identity protection, monitoring and clear records of the controls in place, ready for reviews and audits.
AI adoption and automation
Responsible use of Microsoft Copilot, Claude and practical automation for onboarding, reporting and admin, with governance around how client data is used.
Your back-office systems, connected to Microsoft 365
For example, CURO can use Microsoft 365 single sign-on. Other systems vary. We check what your supplier supports before we make changes.
Frequently asked questions
Do you provide IT support for financial advisers and accountants?
Yes. We provide IT support, Microsoft 365 management and cyber security for financial firms, including advisers, accountants and wealth firms.
How can we show clients and regulators that our data is protected?
We put the right controls in place, such as identity protection and monitoring, and keep clear records of them so you can evidence your protections in reviews and audits.
How do you help guard against payment fraud and email impersonation?
Through cyber security measures such as multi-factor authentication and email protection, together with clear checks for payment requests that your team can follow.
Can we use Microsoft Copilot or Claude with client data?
Only with proper governance. We help you decide which tools are suitable, what data can be used in them and how access is controlled, so you get the time savings without putting client information at risk.
Which areas do you cover?
We mainly work with firms across Gloucestershire, Oxfordshire, Herefordshire and Worcestershire, and in towns and cities such as Gloucester, Cheltenham, Tewkesbury, Cirencester, Stroud and Bristol. Our consultancy services are available to firms anywhere in the UK.