IT Support for Financial Services & Insurance
IT Built for Regulated Financial Businesses.
IFAs, wealth managers, mortgage brokers and insurance firms operate under strict FCA obligations. We give you the IT infrastructure, cybersecurity and support to meet those obligations, protect your clients and keep your business running without interruption.
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We're Open When You're Open. |
Help Desk Operating Hours, Monday to Friday — 06:00 to 22:00
Your Trusted IT Partner
IT Support for Financial Services:
Compliance, Security and Continuity
Financial services firms and insurance businesses are not just under commercial pressure. They are under regulatory pressure too. FCA requirements around data handling, record keeping, business continuity and cybersecurity are demanding, and the consequences of getting them wrong go well beyond an IT problem.
Eitex has been supporting financial services businesses for over 25 years, including IFAs, wealth managers, mortgage brokers and insurance firms. We understand that your clients trust you with sensitive financial data, and that trust depends on the security and reliability of your IT. We take that responsibility seriously.
We deliver proactive managed IT support, Microsoft 365, cybersecurity, secure cloud infrastructure and hardware, backed by a helpdesk that is available from 06:00 to 22:00, Monday to Friday, at no extra charge.
We deliver proactive IT support, Microsoft 365 solutions, cybersecurity and hardware supply — all backed by fast response times and a service team that speaks plain English, not jargon. We work with the MD, the senior partner or the practice manager directly, and we stay accountable to you throughout.
The Challenges We Help You Solve
environments. Here is what we hear most, and how we fix it.
01
FCA Compliance and Audit Trails
FCA-regulated businesses must demonstrate robust data governance, retention policies and audit trails. Without the right IT infrastructure, evidencing compliance becomes a significant operational burden.
02
Protecting Highly Sensitive Client Data
Investment portfolios, pension records, insurance policies and personal financial data are high-value targets for cybercriminals. A breach here carries serious regulatory and reputational consequences.
03
Financial Platform and CRM Integrations
Back-office platforms, financial planning software and CRM systems need to work seamlessly together. Poor integration slows advisers down and creates risk around data accuracy and completeness.
04
Field-Based and Remote Adviser Working
Many financial advisers are on the road, visiting clients or working from home. They need consistent, secure access to systems and client data from any location, on any device.
05
Business Continuity Requirements
FCA-regulated firms are expected to have demonstrable business continuity plans in place. IT resilience, disaster recovery and documented response procedures are not optional extras.
06
Cyber Insurance Obligations
Insurers increasingly require Cyber Essentials certification before issuing or renewing cyber liability cover. Without it, your premiums rise and your coverage may be at risk.
How We Support Financial Services and Insurance Businesses
A joined-up IT service built around the compliance, security and availability demands of regulated financial businesses.
Managed IT Support
Proactive helpdesk support from 06:00 to 22:00, Monday to Friday. Fast response, no queues, and a team that understands the availability requirements of FCA-regulated businesses.
Cybersecurity and Cyber Essentials
Protect sensitive client data and satisfy your cyber insurance requirements. We manage Cyber Essentials certification annually, alongside ongoing endpoint protection and vulnerability scanning.
Microsoft 365 for Financial Teams
Securely deployed Microsoft 365 with the right data retention, access controls and compliance policies built in from day one. Teams, SharePoint and OneDrive configured for regulated environments.
Business Phones & VoIP
Compliant call recording, secure routing and unified communications across office and remote staff. Meets FCA requirements around communication records for regulated activities.
Hardware Supply & Installation
The right kit, configured correctly, delivered fast and installed by experts in no time at all. We supply, install and integrate hardware that suits your business.
IT Training
Your advisers and support staff are your biggest security risk and your biggest asset. We run Microsoft 365 workshops and security awareness training to keep your team competent and confident.
The Difference We Make
What Good IT Does for a Financial Services Business
Demonstrate FCA compliance with auditable, well-governed IT systems
Protect client data with enterprise-grade cybersecurity, Cyber Essentials certified
Satisfy cyber insurance requirements and avoid premium increases
Enable advisers to work securely from any location on any device
Meet business continuity obligations with documented disaster recovery
Help Desk available from 06:00 to 22:00, no extra charge
06:00
Help Desk Opens Every Morning
Support from 06:00 to 22:00, Monday to Friday. No extra charge, no SLA tiers. Consistent availability when your team needs it most.
25+
Years of Independent Trading
Same family ownership since 1997. The consistency and accountability that regulated businesses need from a long-term IT partner.
150+
Five-Star Google Reviews
Over 250 organisations supported nationwide. Our clients stay with us because we deliver — and because we genuinely care about their business.
Trusted by Financial Services Providers Across the UK
"Eitex has provided us with excellent IT support for the past two years. They are always proactive in addressing our needs — from resolving IT issues to helping with our CE+ certification. Their helpdesk is efficient, and nothing is ever too much trouble. I highly recommend Eitex."
Prospera Wealth Management
Financial Services Client
The Proof is in Our Results
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Read More ›We Also Support
We work across a range of professional sectors — each with their own IT demands and pressures.
Ready for IT support that actually works?
No obligation. No jargon. A free consultation and IT audit — available Monday to Friday, 06:00 to 22:00.