We work with financial advisers
IT Support for Financial Advisers & IFAs
Financial advice is built on trust. Your clients share their most sensitive financial information with you - pensions, investments, savings, tax affairs. A data breach, a compliance failure, or even a slow, frustrating client experience can destroy that trust overnight. Fresh Tech provides IT support that protects your clients' data, satisfies your compliance obligations, and lets you focus on advice.
5+
Staff: typical client size in financial advisers
What financial advisers deal with
We know your problems
These aren't hypothetical; they're the issues we fix every week.
FCA Compliance
The FCA expects firms to have appropriate systems and controls for data security, business continuity, and client communication. Your IT setup is a compliance requirement, not just an operational one. Failing to demonstrate adequate controls risks regulatory action.
Back-Office Integration
Intelliflo, Xplan, Curo, Adviser Office - your back-office system needs to integrate with platforms, fund managers, and wrap services. When integrations fail, advisers spend hours on manual workarounds instead of advising clients.
Client Data Security
You hold extremely sensitive financial data - portfolio values, pension details, tax returns, identity documents. This data is highly valuable to criminals and highly regulated by the ICO. Protection is non-negotiable.
Remote & Hybrid Working
Advisers visit clients at home, work from satellite offices, and attend conferences. They need secure access to client records, back-office systems, and communication tools from any location - without compromising data security.
What we do for you
How we solve them
FCA-Ready Security
We implement security controls that satisfy FCA requirements - MFA, encryption, access controls, audit logging, and documented security policies. When your compliance officer or network ask about your IT controls, you'll have clear answers.
Secure Remote Access
Using Microsoft 365 with Conditional Access and Intune, advisers access back-office systems securely from any location. Only trusted devices, with proper authentication, from expected locations can connect - locking out threats while enabling flexibility.
Data Protection
Encrypted devices, secure client portals for document exchange, email encryption for sensitive communications, and proper backup with point-in-time recovery. Your client data is protected at rest, in transit, and in storage.
Business Continuity
An adviser firm that can't access client records can't operate. We design resilient systems with cloud backup, failover connectivity, and documented recovery procedures that satisfy FCA business continuity requirements.
Questions from financial advisers
Specific to your sector
Other sectors we support