IT Support for Financial Services in Cheshire
Security-First IT Infrastructure for Cheshire IFAs, Wealth Managers & Financial Advisors
Independent, on the Wirral, Microsoft partner. You deal with Eric.
Cheshire’s Golden Triangle – Wilmslow, Alderley Edge, Knutsford – hosts the UK’s highest concentration of high net worth individuals and the IFAs who serve them. Managing multi-million pound portfolios means wire fraud attempts, FCA compliance requirements, and sophisticated cyber attacks are daily threats. Generic IT support isn’t enough.
Covering Cheshire: We’re based in the North West, providing support across Cheshire’s financial services heartland, with a senior security specialist who understands the pressure when your portfolio management system goes down before a crucial client meeting in Wilmslow or Alderley Edge.
You deal with Eric. Twenty years of cloud and security architecture in regulated environments, covering the Wirral, within half an hour of most of Cheshire, from Ellesmere Port to Northwich. The person who scopes the work is the person who does it, so nothing gets lost between a salesperson and a delivery team.
Not ready to talk yet? The health check is six questions and about two minutes, and you get a written fix list in the order worth closing things.
Not sure which tier fits your business? Book a 20-minute consultation at no cost – we’ll assess your setup and recommend the right fit. No pressure, no sales pitch.
Why Cheshire Financial Advisors Choose Local IT Support
Visits By Arrangement
Eric’s on the Wirral. Support is remote first, so most problems are fixed on your screen in minutes, and when something needs a pair of hands, a visit is arranged with you.
We Know Cheshire Wealth Management
From Golden Triangle practices managing ultra-high net worth portfolios to advisors across Macclesfield, Congleton, and Crewe, we understand Cheshire’s concentration of wealth and the unique security challenges that brings.
Security Specialists, Not Generalists
We’re not a generic IT company. We’re cloud security specialists who understand FCA requirements, wire fraud prevention targeting high-value clients, portfolio protection, and the sophisticated threats facing Cheshire’s IFA community.
Co-Managed Flexibility
Already have IT support? We work alongside them as your security specialist layer. Keep what works, add the financial services security expertise you’re missing.
What We Provide for Cheshire Financial Advisors
Cloud Security Architecture
Microsoft 365 and Azure Virtual Desktop configured for high-value financial services. Secure access to portfolio management, CRM, and financial planning software from anywhere. Client data protected with bank-grade encryption.
Wire Fraud Prevention
Email security specifically tuned for high-value financial services. Advanced anti-phishing targeting wealthy clients, account takeover detection, and payment request verification to stop six and seven-figure wire fraud before it happens.
Backup & Disaster Recovery
Ransomware-proof backups with tested recovery. When (not if) ransomware hits, we restore your client data – no paying criminals, no FCA breach notifications, no reputational damage with high net worth clients.
FCA Compliance Support
Technical controls for FCA requirements: data encryption, access controls, audit logging, incident response documentation. We handle the IT security side of compliance so you can focus on client service.
Ready to See Where You Stand?
Choose your starting point:
Transparent Pricing for Cheshire Financial Services
No hidden fees. No surprise invoices. The same transparent pricing across Cheshire’s Golden Triangle and beyond.
H-Protect Essentials
Core security foundations
- Endpoint monitoring & patching
- Device backup
- Ransomware protection
- Remote support quota
5-user minimum
H-Protect Standard
Full security stack with helpdesk
- Everything in Essentials, plus:
- Helpdesk support (calls answered <30 secs)
- EDR endpoint protection
- Email security & anti-phishing
- Microsoft 365 management
- Dark web monitoring
- Monthly security scorecard
10-user minimum
H-Protect Complete
SOC monitoring (available as a paid upgrade) + compliance support
- Everything in Standard, plus:
- Continuous security monitoring, actioned in working hours
- Vulnerability management
- Phishing simulation exercises
- Priority support & SLA
- FCA compliance prep support
10-user minimum
Note: Pricing covers security and management. Microsoft 365 licensing (~£10-20/user/month) and any Azure consumption are additional, paid direct to Microsoft.
IT support for financial services across the North West
This is the page for Cheshire. For the service in general, see IT support for financial services. Or pick the area closest to you:
Other services for businesses in Cheshire
Common Questions from Cheshire Financial Advisors
Do you ever come out to us?
Yes. Most issues are fixed remotely, usually the same day. When something needs a person in the room, the visit is scheduled. Standard support is remote (faster for most issues), and when you need someone physically present, whether that’s before a high-value client meeting or during a security incident, being local means it’s straightforward to arrange.
We already have IT support. Can you work alongside them?
Absolutely – this is our co-managed model. Your existing IT handles day-to-day support. We add the security specialist layer: wire fraud prevention, threat monitoring, email protection, backup testing, FCA compliance support. Most Cheshire financial advisors keep their existing IT relationships and add us for the financial services security expertise they’re missing.
How do you prevent wire fraud attempts targeting high net worth clients?
Multi-layered approach specifically tuned for high-value financial services: Advanced email filtering detecting sophisticated phishing, account takeover detection, payment request verification workflows, executive protection, and targeted user training. Criminals know Cheshire IFAs handle large portfolios – we monitor for the advanced tactics they use, so a fraudulent six-figure wire transfer request gets caught before it goes through.
Can you help us meet FCA IT security requirements?
Yes – we implement the technical controls FCA expects: data encryption (at rest and in transit), access controls with MFA, audit logging, incident response procedures, and business continuity planning. You get documentation for regulatory reviews and support during FCA audits. This is our specialism, not an afterthought.
What happens if we’re hit by ransomware?
We restore your data from ransomware-proof backups, typically within hours. No paying criminals. No data loss. No FCA breach notifications (because client data wasn’t compromised). No explaining to high net worth clients why their portfolio data is gone. We test recovery quarterly so we know it works before you need it.
Do you support portfolio management and financial planning software?
All of them. Intelligent Office, FE Analytics, Voyant, Truth, Xplan, Salesforce Financial Services Cloud – whether cloud-based or desktop. You get they’re secure, backed up, accessible, and compliant. We don’t train you on the software (that’s your vendor), but we make sure the infrastructure running it is bulletproof and FCA-compliant.
Protect Your Cheshire Practice & Your Clients
Ready to talk? Start with a security assessment at no cost, we’ll review your current setup, identify vulnerabilities specific to high-value financial services, and show you exactly where your practice and client portfolios are at risk.
Secured in 7 Days, or that month is on us.
Serving financial advisors across Cheshire, Chester, Wirral, and the North West. run to Cyber Essentials standards. Microsoft Partner.