IT Support for Financial Services in Chester
Security-First IT Infrastructure for Chester IFAs, Wealth Managers & Financial Advisors
Independent, on the Wirral, Microsoft partner. You deal with Eric.
Chester’s historic city centre hosts established wealth management firms serving affluent clients across Cheshire and North Wales. Wire fraud attempts, FCA compliance requirements, and sophisticated cyber attacks mean generic IT support isn’t enough. You need security specialists who understand financial services.
Covering Chester: The work is remote first, with visits scheduled when a job genuinely needs one. When your portfolio management system goes down before a crucial client meeting, you get fast, senior attention from people who know the local financial services landscape.
You deal with Eric. Twenty years of cloud and security architecture in regulated environments, covering the Wirral, a short drive from Chester and the practices out towards the Welsh border. 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 – we’ll assess your setup and recommend the right fit. No pressure, no sales pitch.
Why Chester 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 Chester Wealth Management
From city centre practices to firms serving Chester’s affluent demographics and cross-border North Wales clients, we understand the local financial services landscape and the regulatory environment you operate in.
Security Specialists, Not Generalists
We’re not a generic IT company. We’re cloud security specialists who understand FCA requirements, wire fraud prevention, client portfolio protection, and the specific threats facing financial advisors.
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 Chester Financial Advisors
Cloud Security Architecture
Microsoft 365 and Azure Virtual Desktop configured for 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 financial services. Advanced anti-phishing, account takeover detection, and payment request verification to stop 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.
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.
Ready to See Where You Stand?
Choose your starting point:
Transparent Pricing for Chester Financial Services
No hidden fees. No surprise invoices. The same transparent pricing whether you’re in Chester city centre or surrounding Cheshire.
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 Chester. For the service in general, see IT support for financial services. Or pick the area closest to you:
Other services for businesses in Chester
Common Questions from Chester Financial Advisors
Do you provide on-site support in Chester?
Yes, by arrangement. Most issues are fixed remotely, usually the same day. Eric’s on the Wirral, and when something needs a person in the room, the visit is scheduled with you.
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 Chester 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?
Multi-layered approach: Advanced email filtering tuned for financial services phishing, account takeover detection, payment request verification workflows, and user training. We monitor for the specific tactics used to target wealth managers and IFAs. When a fraudulent wire transfer request arrives, we catch it before it reaches your inbox.
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.
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). We test recovery quarterly so we know it works before you need it. Most firms discover their backups don’t work during a ransomware attack – not after.
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 Chester Practice & Your Clients
Ready to talk? Start with a security assessment – we’ll review your current setup, identify vulnerabilities specific to 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 Chester, Cheshire, Wirral, and the North West. run to Cyber Essentials standards. Microsoft Partner.