IT Support for Financial Services
NetMonkeys delivers highly secure, managed IT support for financial services firms across the UK. We provide the infrastructure, compliance controls, and rapid helpdesk response required by wealth managers, private equity firms, and accountancy practices operating under strict regulatory standards.
What our managed IT support for financial services includes
Financial sector IT requires zero compromises on data security and uptime. Here is what is included in our managed IT service contracts.
- Rapid 24/7 helpdesk support during and outside trading hours
- FCA-aligned data retention and compliance reporting
- Zero Trust network architecture and access controls
- Advanced email filtering and phishing protection
- Cyber Essentials & Cyber Essentials Plus certification
- Microsoft 365 tenant hardening and policy enforcement
- Immutable cloud backups to protect against ransomware
- Device encryption and remote wipe capabilities
- Dedicated account manager and technical roadmap reviews
- Transparent fixed monthly pricing
Comprehensive IT support and services for financial firms
We provide end-to-end technology management, acting as your complete outsourced IT department or a specialist extension of your internal team.
Managed IT Support
Continuous monitoring and rapid remediation to ensure your fee-earners experience zero disruption during critical trading periods.
Cybersecurity & MDR
Protecting highly sensitive client financial records with human-led threat hunting, vulnerability scanning, and strict access protocols.
Cloud & Infrastructure
Secure, scalable cloud environments designed to ensure data sovereignty and high availability for financial applications.
Microsoft 365 & Software
Tenant hardening, data loss prevention (DLP), and custom business applications to streamline complex financial operations.
IT Strategy & Consulting
Virtual CIO services aligning your technological expenditure with long-term commercial goals and strict regulatory compliance.
ERP & Finance Systems
Deploying advanced enterprise resource planning software to consolidate accounting, supply chains, and business analytics.
Financial sub-sectors we support
Different branches of financial services face distinct regulatory frameworks, software ecosystems, and client expectations. We align our IT support and cybersecurity configurations to the operational demands of your specific discipline.
Wealth Management & IFAs
Secure client data portals, encrypted document exchange, and integration with practice management platforms like Intelliflo, Iress Xplan, and AdviserLogic with strict FCA record-retention enforcement.
Private Equity & Venture Capital
Secure virtual data rooms (VDRs), multi-device encryption for mobile dealmakers, and hardened access controls to safeguard high-stakes M&A files, financial models, and pipeline data.
Hedge Funds & Asset Managers
Ultra-low latency network infrastructure, guaranteed uptime SLAs during trading hours, multi-factor trade platform access, and redundant disaster recovery systems.
Accountancy & Tax Advisory
Multi-user performance tuning for tax software suites (Iris, Sage, Xero, CCH), secure remote client portals, and elevated support capacity during January Self-Assessment and year-end filing peaks.
Insurance Brokers & Underwriters
High-availability policy management access (Acturis, Applied Systems), compliant long-term claims archiving, and secure transmission protocols for policyholder medical and financial records.
FinTech & Payment Providers
Cloud infrastructure architecture on Microsoft Azure and AWS, PCI-DSS compliance guidance, automated CI/CD security controls, and third-party penetration testing management.
Mortgage Brokers & Specialist Lenders
Encrypted identity verification storage, high-volume document sync for mortgage underwriting, and audit-ready data retention systems matching building society and bank lender criteria.
Family Offices
Discreet, bespoke IT management with advanced VIP endpoint protection, private communications infrastructure, and isolated cloud storage protecting high-net-worth family holdings.
Corporate Finance & Advisory
Clean, isolated environments for confidential restructuring negotiations, secure collaboration tools, and tamper-proof audit trails for cross-border financial transactions.
Why financial services choose us for IT support
We build highly secure, FCA-aligned technology frameworks that protect sensitive data while empowering your fee-earners to work efficiently. Our operations are built around the demands of the finance sector.
A true technology partnership.
We move beyond traditional break-fix IT. Our focus is on proactive management, rigorous security auditing, and continuous strategic alignment to ensure your firm remains competitive and compliant.
Trusted by UK wealth managers, private equity firms, and accountants. Backed by Cyber Essentials Plus and Microsoft Solutions Partner certifications.
Engineers That Understand the Finance Sector
Direct access to experts familiar with strict data sovereignty, compliance, and the operational tools used by financial firms.
Software & Infrastructure Support
Comprehensive management of your technology stack, from Microsoft environments to legacy financial applications, ensuring zero disruption.
Quarterly Business Reviews (QBRs)
Structured reviews with your dedicated account manager to analyze performance, assess security, and align tech with your roadmap.
Proactive Strategic Alignment
We act as your virtual CIO to build proactive strategies that eliminate technical debt and ensure long-term FCA and DORA compliance.
Solving the exact issues financial firms face
We understand that a dropped connection or a compromised inbox carries heavy financial and reputational penalties. We build systems to prevent these outcomes.
FCA & ICO Compliance
We ensure your data handling, encryption, and audit trails meet the rigorous standards expected by industry regulators.
→ We manage complianceTargeted Phishing Attacks
Financial firms are prime targets for wire fraud. We deploy AI-driven email security to stop impersonation attempts before they reach an inbox.
→ We secure communicationLegacy System Integration
We help firms securely transition from outdated, on-premise legacy software to modern cloud infrastructure without losing historical data.
→ We handle migrationsData Sovereignty & Residency
We configure cloud environments (like Azure) to ensure financial records remain strictly within UK data centres, satisfying residency laws.
→ We control data locationsBusiness Continuity Risks
If hardware fails, you cannot stop trading. Our immutable backups and disaster recovery plans ensure rapid restoration of critical systems.
→ We guarantee uptimeSecure Remote Access
Partners and analysts need access to sensitive files away from the office. We deploy secure, multi-factor authenticated access on managed devices.
→ We enable hybrid workWhy Regular IT Services Don't Work for Finance Companies
Generic IT support models are designed for businesses where a few hours of downtime is an inconvenience, not a regulatory breach or significant financial loss. Financial services require a fundamentally different approach.
Reactive vs. Proactive
Standard IT waits for you to log a ticket when a system fails. We actively monitor your network 24/7 to identify and remediate vulnerabilities and performance bottlenecks before they impact your operations.
Compliance Blind Spots
Generalist providers often lack a deep understanding of FCA data retention, auditing, and operational resilience requirements, leaving your firm exposed during regulatory scrutiny.
Inadequate Security Posture
Basic antivirus and standard firewalls cannot defend against the targeted financial fraud and ransomware campaigns affecting wealth managers and PE firms. We deploy advanced MDR and Zero Trust architectures.
Is outsourced IT right for your financial firm?
Managing IT internally requires hiring for multiple disciplines—helpdesk, cybersecurity, cloud architecture. Outsourcing provides an entire team of specialists for a fraction of the cost.
| Capability | Outsourced IT (NetMonkeys) | In-house IT Hire |
|---|---|---|
| Specialist cybersecurity knowledge | ✓ Dedicated security team | Rare in generalist hires |
| Holiday and sickness cover | ✓ Continuous coverage | ✗ Complete loss of support |
| Predictable OPEX costs | ✓ Fixed monthly fee | ✗ Variable training/recruitment costs |
| Exposure to latest threats/tech | ✓ Shared intelligence across clients | Isolated to one company |
| Compliance audit support | ✓ Included | Often requires external consultants |
Secure Cloud Solutions Included in Our Finance IT Support
Modern financial practices require cloud infrastructure that combines rapid scalability with ironclad data sovereignty. We design, migrate, and manage resilient Microsoft Azure and cloud environments aligned with financial regulatory frameworks.
High-availability architecture designed for uninterrupted trading and portal access.
Rapid failover and restore capabilities ensuring seamless business continuity.
Strict geo-fencing keeping all confidential client financial records within UK borders.
Optimised cloud resource management eliminating redundant on-premise server overheads.
Azure Financial Landing Zones
Pre-configured, hardened Microsoft Azure environments implementing role-based access control (RBAC), automated compliance monitoring, and continuous audit logging.
Immutable Cloud Backups
Write-Once-Read-Many (WORM) storage configurations that protect your financial records and ledger databases from encryption, deletion, or ransomware manipulation.
Virtual Desktop & Secure Workspaces
Deploying Azure Virtual Desktop (AVD) so fund managers, advisers, and staff can access sensitive financial tools and files securely from anywhere without data leaving the cloud.
Cybersecurity-Focused IT Support for UK Financial Organisations
Financial institutions are targeted by sophisticated cyber threats daily. NetMonkeys provides multi-layered, FCA-aligned cyber defence and proactive threat hunting designed to meet FCA FG16/5, Operational Resilience, and DORA requirements.
Continuous human-led Managed Detection and Response across every financial endpoint.
AI-powered email protection stopping executive impersonation and payment redirection fraud.
Automated EDR containment protocols isolating suspicious devices before lateral movement occurs.
Documented change logs, access matrices, and certification management for Cyber Essentials Plus.
FCA & DORA Alignment
We embed operational resilience controls into your technology stack, ensuring your third-party risk management and incident response frameworks meet regulator expectations.
→ Regulatory AssuranceZero Trust & Identity Hardening
Conditional access policies, granular MFA enforcement, and privileged access management (PIM) ensuring only verified staff access core transaction environments.
→ Identity SecurityManaged EDR & Threat Hunting
Advanced telemetry powered by leading endpoint detection and response tools, actively analyzed by senior engineers to remediate zero-day vulnerabilities.
→ Proactive DefenceCustom Business Applications & Workflow Automation
Financial services generate immense volumes of data and rely on strict process adherence. We design, build, and deploy Microsoft Power Platform and Dynamics 365 solutions to automate repetitive workflows, visualise portfolio performance, and centralise document management securely.
Microsoft Power BI
Transform siloed spreadsheets into dynamic, real-time financial dashboards. We build custom data models that provide instant visibility into AUM, fee revenues, and compliance metrics.
→ Explore Power BIDynamics 365 Business Central
Upgrade from legacy accounting software to a comprehensive cloud ERP. We implement and customise Business Central to handle multi-entity consolidation, strict audit trails, and automated reconciliation.
→ Explore Business CentralPower Apps & Power Automate
Eradicate manual data entry and human error. We build automated workflows for client onboarding approvals, KYC/AML document collection, and internal compliance alerting.
→ Explore Power PlatformSharePoint Online
Highly secure, version-controlled document management systems configured specifically for FCA record-keeping. We design permission-based intranets ensuring complete data segregation between deal teams.
→ Explore SharePointIT Support That Helps Growing Financial Services Process and Handle Payments and Transactions
For financial organisations handling high-volume transactions or sensitive payment data, system latency or downtime is unacceptable. We architect resilient, high-availability IT infrastructures designed specifically to support secure payment processing and continuous trading environments.
Our support models integrate directly with core banking platforms, payment gateways, and clearing systems, ensuring your transactional workflows remain fluid, compliant with PCI-DSS standards, and resilient against network interruptions.
High-Availability Architecture
We deploy redundant network pathways and load-balanced server environments to ensure your payment processing systems never experience a single point of failure.
Secure Data Transmission
Implementing advanced encryption protocols (TLS 1.3) and secure VPN tunnels to guarantee the integrity and confidentiality of transactional data in transit.
Latency Optimisation
Continuous monitoring and performance tuning of your infrastructure to minimize network latency, ensuring rapid trade execution and payment clearing.
How our customer success team supports your financial services business
We go beyond simple troubleshooting. Our dedicated customer success team works closely with you to ensure your IT infrastructure continuously adapts to your firm's evolving operational and compliance requirements.
IT Planning Guide for Financial Services
For financial organisations, technology is more than an operational necessity—it is the foundation of your regulatory compliance and client trust. Moving away from a reactive IT model towards a proactive, structured strategy is critical to safeguarding assets and meeting strict FCA obligations.
Download our exclusive roadmap to discover how to align your digital infrastructure with your firm's commercial goals. We detail exactly how to forecast your hardware lifecycles, conduct rigorous security audits, and permanently eliminate the risks associated with technical debt.
Download the Free Guide"NetMonkeys didn't just take over our IT; they restructured our entire security posture to satisfy our strict FCA obligations, without slowing down our traders. Their understanding of the financial sector's need for zero-downtime is unmatched."
London-based Wealth Management Firm
Our Case Studies
Discover how we help businesses transform their operations, secure their infrastructure, and migrate to modern cloud environments seamlessly.
Cloud Success with Microsoft 365 Support for Invopak
Read how we modernised Invopak's infrastructure by migrating them to Microsoft 365, enhancing team collaboration and operational efficiency across multiple sites.
Guiding TEPS' Strategic Migration to Microsoft 365 & SharePoint
Explore our step-by-step approach to migrating TEPS' legacy systems to SharePoint Online, securing their data and streamlining document management.
IT and technology resources for financial business leaders
The MonkeyBytes podcast covers the technology decisions that matter most to UK companies — cybersecurity, cloud adoption, AI, compliance, and digital transformation. Plain-English insight from our engineers, directly applicable to your business.
Inside ParkSafe: The Journey to Safer Fleets with Liam Barber
How ParkSafe transformed their IT and cybersecurity with NetMonkeys — and what that meant for their operations and growth.
The Truth About IT Support — What Really Happens Behind the Scenes
Our engineers pull back the curtain on what a genuinely managed IT service looks like — and the myths that cost businesses money.
Scaling with IT Support — A Conversation with Sam Neal
Sam Neal shares how the right IT partner changed how Orchard Safety operates, scaled and protects its critical data.
IT support for financial services in Kent and London
While our systems monitor your network continuously, we provide rapid on-site dispatch across major financial hubs. Whether you need desk setups or server maintenance, our engineers are local.
How we onboard financial services firms
Switching IT providers in a regulated environment requires strict confidentiality, complete data integrity, and zero disruption to active trading or client transactions. Here is the structured process we follow to migrate your systems cleanly.
Confidential Audit & Compliance Baseline
Under strict NDA, we document your full infrastructure: data flows, cloud tenants, software dependencies, and access controls. We evaluate your current posture against FCA data guidelines, ICO requirements, and Cyber Essentials standards to identify risks before touching live systems.
Fixed Scope & Migration Architecture
We build a detailed transition roadmap with fixed, itemised pricing. We specify exact configurations for tenant hardening, multi-factor authentication enforcement, immutable backup schedules, and endpoint management policies tailored to your team's specific tools.
Direct Handover From Outgoing Provider
We manage the exit conversation with your existing IT company directly. Our technical team handles credential transfer, documentation requests, licensing handoffs, and asset auditing. Your staff remain focused on client portfolios while we handle the handover in the background.
Out-of-Hours Cutover & Device Hardening
System cutover and endpoint agent installations are executed outside trading and core business hours. We verify local encryption, remote wipe capabilities, secure VPN/Zero Trust tunnels, and backup restoration integrity before your team logs in the next morning.
Go-Live, Staff Briefing & 24/7 Service Desk
Your team receives a direct introduction to our UK service desk with dedicated contact routes for priority support. Continuous threat monitoring and automated patching activate immediately, backed by scheduled quarterly reviews with your named account manager.
Trusted by Businesses Across the UK
We take pride in delivering robust, high-performance IT support that our clients can rely on. Read firsthand experiences from organisations that have transformed their technology infrastructure and daily operations with NetMonkeys.
Great IT support from Netmonkeys Ltd. Their quick response time really stands out issues get resolved fast with minimal disruption.
NetMonkeys are truly at the top of the tree when it comes to supporting and guiding on IT issues and future proofing.
Netmonkeys provides a strong range of services across IT support, networking, cybersecurity, and proactive system...
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Expert IT & Cybersecurity Guides for UK Businesses
Practical advice, compliance frameworks, and step-by-step guides written by NetMonkeys senior engineers to help UK organisations navigate digital transformation and cyber risk.
How to Choose an IT Support Company: A Practical Guide
Key criteria, SLA checks, and critical questions UK financial businesses must evaluate before hiring or switching managed service providers.
Read Full Guide → CybersecurityWhat is Endpoint Detection & Response (EDR)?
Why traditional antivirus is no longer sufficient and how modern EDR actively detects, isolates, and remediates sophisticated ransomware.
Read Full Guide → ComplianceCyber Essentials vs Cyber Essentials Plus
A detailed breakdown of both standards, auditing requirements, and why financial firms need technical verification for regulatory compliance.
Read Full Guide → Microsoft 365How to Enable 2FA in Microsoft 365: Step-by-Step
Enforce multi-factor authentication across your organisation with conditional access policies and Microsoft Authenticator setup.
Read Full Guide → Security AuditsWhat is a Vulnerability Scan? (Nessus Network Guide)
Discover how regular automated scanning uncovers missing patches, outdated ports, and network exposures before attackers exploit them.
Read Full Guide →Financial IT Support Questions
Direct answers to the questions financial firms ask us before partnering.
Do you understand FCA compliance requirements?
Yes. We implement the technical controls, data retention policies, and security measures necessary to satisfy FCA guidelines and strict GDPR requirements for handling financial data.
How do you protect us against invoice fraud?
We deploy advanced email security, including DMARC/DKIM/SPF enforcement and AI-driven impersonation detection, which actively flags and blocks fraudulent payment requests and phishing attempts.
Can you support our legacy financial software?
Yes. We support a wide range of industry-specific software, ensuring legacy applications remain secure and operational while planning safe migrations to modern cloud alternatives when appropriate.
Are your engineers based in the UK?
100% of our helpdesk and senior engineers are based in the UK. We do not outsource our support to offshore call centres, ensuring clear communication and strict data sovereignty.
What happens if a server fails during trading hours?
Our guaranteed SLAs mean critical outages are prioritized immediately (often within 15 minutes). We utilize cloud backups and disaster recovery protocols to restore systems rapidly and minimize financial impact.
How do you manage Cyber Essentials and Cyber Essentials Plus for our firm?
We handle the entire certification process end-to-end. We configure firewalls, enforce endpoint patch policies, secure access controls, conduct pre-audit vulnerability scans, and liaise directly with the external assessor to ensure first-time certification.
Can you integrate and automate workflows across Microsoft 365 and our accounting software?
Yes. As a certified Microsoft Solutions Partner, our developers build secure automations using Power Automate, Power Apps, and custom API connectors to link your client portals, CRM, and financial software seamlessly.
How does NetMonkeys ensure complete UK data sovereignty for financial records?
We configure all cloud tenants, including Microsoft 365 and Azure Landing Zones, with geo-fencing policies locked exclusively to UK South and UK West data regions, ensuring strict adherence to UK data protection legislation.
Speak to a financial IT specialist today
Ensure your firm's data is secure, compliant, and always accessible. Contact NetMonkeys for a confidential discussion about your IT infrastructure.
