IT Support for Financial Advisers & IFAs

The advice you give lives in your data

A financial adviser’s day runs on client data. Every fact-find, risk profile and suitability report has to be captured accurately, kept for years and reached in seconds when a client calls or a provider queries a case. When your back-office system or email goes down, advice stops — you cannot finish a suitability report you cannot open, and you cannot place business you cannot evidence. We build IT support around that reality, so your systems hold up on the days they matter most.

What we look after for advisers and IFAs

• Back-office and CRM — Intelliflo Intelligent Office (iO) and the platform, provider and valuation feeds that flow into it
• Client and suitability data — fact-finds, risk assessments, valuations and reports, stored securely and backed up
• Secure email — encrypted messaging so client and provider correspondence stays private in transit
• Multi-factor authentication — enforced across email, CRM and remote access, not left as an optional extra
• Business continuity — tested backups and a recovery plan that keeps you advising if a device, office or system fails

Compliance and uptime you can prove

The FCA expects you to keep suitability and client records for years and to produce them on request — so retention and retrieval are not optional. Consumer Duty raises the bar again: you have to handle client information carefully and act on it promptly, which only works when your data is accurate, available and secure. We put the cyber security controls, access rules and tested backups in place to support those obligations, and we keep them current rather than setting them up once and walking away. If a laptop is lost or an inbox is targeted, MFA and encryption are what stand between a mistake and a reportable data breach.

How we help

Most advice firms in this position are best served by managed IT support — day-to-day monitoring, updates, security and a real person to call when something breaks. Much of it is handled remotely, so a locked-out CRM login or a failed platform connection can often be fixed within the hour. When a problem needs hands on the hardware — a network fault, a new office, a machine that won’t boot — our team (delivered by our sister company PC Macgicians) comes to you across South London, Croydon and Surrey. We will tell you honestly what can be sorted down the wire and what needs a visit.

Who this is for

This is for directly authorised and appointed-representative firms, sole-trader IFAs, wealth managers and mortgage and protection advisers who cannot afford to lose access to client records mid-appointment. If you run on Intelliflo or a similar back-office system, send sensitive documents by email every day and answer to the FCA for how you hold client data, we can take the IT worry off your desk. Get in touch through our business IT support page or the contact form and tell us what you run.