IT support for financial services firms from £25/user/month. FCA operational resilience documentation, Cyber Essentials Plus, Bloomberg & Refinitiv support, Microsoft 365. IFAs, wealth managers, insurance brokers, hedge funds. 15-min SLA.
FINANCIAL SERVICES
IT SUPPORT
London & UK · FCA-Compliant · From £25/user
FCA operational resilience documentation. Cyber Essentials Plus. Bloomberg & Refinitiv support. Built for regulated financial businesses — not adapted from a generic SME template.
Coreitech provides specialist managed IT support for FCA-regulated financial services firms across London and the UK — IFAs, wealth managers, insurance brokers, investment managers, hedge funds, and fintech companies. We build and document the IT infrastructure that satisfies FCA PS21/3 operational resilience, SYSC security controls, and PI insurance requirements.
"Coreitech produced the FCA operational resilience documentation our compliance team and PI insurer needed. RTO/RPO, SYSC evidence, tested failover — all in 2 weeks. Genuine understanding of what regulated firms actually need."
— COO, FCA-regulated IFA, London
"They understand Bloomberg dependencies, FCA reporting timelines, and GDPR for client financial data. Response times are genuinely 15 minutes. We switched from a generic MSP and the difference is stark."
— Head of Operations, Wealth Management Firm, City of London
Is your FCA-regulated firm experiencing
any of these IT problems?
In 2023, the FCA fined Equifax £11,164,400 for mismanaging consumer data. Regulated financial firms cannot afford reactive IT or undocumented security controls.
FCA operational resilience gaps
PS21/3 rules require documented RTO/RPO and tested failover. Most regulated firms lack the SYSC evidence trail — creating regulatory exposure at supervision.
PI insurance requiring Cyber Essentials Plus
Financial services PI insurers now routinely require CE+ as a condition of cover. Firms without it face higher premiums or outright declined renewals.
Bloomberg / trading system downtime
Generic IT providers don't understand Bloomberg Terminal dependencies or low-latency trading infrastructure. Downtime during market hours means direct financial loss.
Client data GDPR + FCA record-keeping
Client financial data is sensitive personal data under GDPR, with FCA-imposed retention obligations on top. A breach triggers ICO notification and FCA supervisory interest simultaneously.
Slow IT during market hours or reporting periods
IT failure during trading hours, quarter-end reporting, or regulatory submission windows is unacceptable. FCA firms need a guaranteed SLA — not aspirational response times.
Supplier / client IT due diligence requirements
Larger financial services counterparties increasingly require evidence of your cyber security posture (CE+, ISO 27001 readiness) before onboarding. Without it, you lose contracts.
Managed IT built for
FCA-regulated businesses
Most IT companies treat a financial services firm like any other SME. Coreitech doesn't. FCA-regulated businesses have specific IT requirements that generic MSPs miss: operational resilience documentation under PS21/3, SYSC security evidence trails, Cyber Essentials Plus for PI insurance, Bloomberg/Refinitiv dependencies, and the GDPR/record-keeping obligations that stack on top of standard data protection.
We provide IT support for financial services firms specifically — IFAs, wealth managers, insurance brokers, investment managers, hedge funds, and fintech companies across London and the UK. Our clients get the documentation their compliance teams and PI insurers need, not just the helpdesk access their staff needs.
Managed IT Support for Financial Services
All-inclusive managed IT for IFAs, wealth managers, brokers, insurers, and FCA-regulated businesses. Unlimited helpdesk, proactive monitoring, patch management, and on-site engineers — one fixed monthly price per user.
FCA Operational Resilience IT
IT infrastructure and security controls documented to satisfy FCA PS21/3 operational resilience requirements. Business impact analysis, RTO/RPO documentation, recovery testing, and the SYSC evidence trail your compliance team and PI insurer needs.
Secure Microsoft 365 for Financial Services
Microsoft 365 Business Premium deployment for FCA-regulated firms. Entra ID, Intune MDM, Conditional Access, Microsoft Defender — configured for client data governance, GDPR DLP policies, and FCA record-keeping retention (5–7 years).
Cyber Essentials Plus & ISO 27001 Readiness
End-to-end CE+ certification and ISO 27001 readiness support for regulated financial firms. We manage gap assessment, remediation, and IASME assessment submission — 100% first-time pass rate.
Bloomberg & Trading Systems Support
Specialist support for Bloomberg Terminal, Refinitiv (Reuters) Eikon, and low-latency trading infrastructure. Network design for market data feeds, high-availability failover, and third-party vendor coordination.
IT Consultancy & Virtual CTO for Regulated Firms
Strategic IT consultancy and virtual CTO services for FCA-regulated businesses. Technology roadmaps, RegTech evaluation, cloud migration, vendor selection, and board-ready IT governance documentation.
IT support tailored to your
type of financial services firm
IFAs & Financial Advisers
Wealth Managers
Insurance Brokers & MGAs
Hedge Funds & Investment Managers
What FCA operational resilience
actually means for your IT
The FCA's operational resilience policy statement (PS21/3) requires FCA-regulated firms to identify their important business services, set impact tolerances for disruption, and demonstrate through self-assessment that they can remain within those tolerances. The deadline for full compliance has passed — firms are now expected to be able to evidence their posture.
In IT terms this means: documented RTO/RPO for each important business service, tested disaster recovery (not just documented), resilient infrastructure with failover, and a SYSC evidence trail that survives FCA supervision. Most regulated firms have the intent but not the documentation.
Coreitech produces the operational resilience IT documentation your compliance team needs — covering infrastructure resilience, tested failover, security controls, and the evidence required for FCA self-assessment. We also document your security posture for PI insurance renewals, which increasingly require CE+ and formal risk assessments.
IT support pricing for
financial services firms
Fixed monthly pricing with no hidden costs. Both plans include FCA operational resilience support and specialist financial services IT knowledge.
In-house IT hire comparison: A mid-level IT manager costs £40–55K/year (plus NI, equipment, training). For a 15-user FCA-regulated firm, Coreitech Advanced is £9,000/year — a full team vs one hire, with FCA compliance documentation included.
Why financial services firms face
the highest IT risk exposure
FCA regulatory action
In 2023, the FCA fined Equifax £11,164,400 for a cyber breach. Inadequate IT security or operational resilience failures can attract enforcement action, public censure, and financial penalties.
Business email compromise targeting client funds
Financial firms are primary BEC targets — attackers attempt to redirect client funds or misdirect transactions. Without DMARC, MFA, and robust email monitoring, exposure is significant.
Client data breach
Client financial data triggers both ICO enforcement and FCA supervisory interest when breached. The reputational damage is particularly severe in regulated financial services.
PI insurance disputes
Cyber incidents arising from inadequate IT controls can be disputed by PI and cyber insurers, creating uninsured liability. CE+ and documented security posture are the defence.
How we onboard a financial
services firm in 48 hours
Free Financial IT Audit
We assess your FCA operational resilience posture, SYSC security gaps, Microsoft 365 configuration, Bloomberg/trading dependencies, and CE+ readiness — documented findings you keep regardless.
Onboarding in 48hrs
Monitoring deployed, Microsoft 365 Conditional Access configured, trading platform dependencies documented. Most FCA-regulated firm transitions complete in 48 hours with zero disruption.
Compliance Documentation
PS21/3 operational resilience evidence, SYSC security controls, FCA record-keeping policies — all produced within the first 30 days and kept current through quarterly reviews.
Ongoing Management & CE+
Monthly patching, CE+ certification, FCA-aligned quarterly IT reviews, and dedicated account manager — all included in your fixed monthly fee.
What FCA-regulated firms say
about Coreitech
"Coreitech produced the FCA operational resilience IT documentation our compliance team needed in 2 weeks. It covered RTO/RPO, tested failover, and the SYSC evidence trail. Our PI insurer also required CE+ — they handled the full assessment and we passed first time."
"We moved from a generic IT provider and the difference is night and day. They understand Bloomberg dependencies, FCA reporting timelines, and the GDPR requirements around client financial data. Response times are genuinely 15 minutes."
"As an insurance broker, we needed Cyber Essentials Plus for a major Lloyd's renewal. Coreitech handled everything — gap assessment, remediation, and the IASME assessment — and we passed first time within 5 weeks. The FCA compliance documentation is also excellent."
10 Questions Every Financial Services Firm Should Ask Their IT Provider
A practical guide for financial services businesses evaluating IT support providers — the questions to ask, the red flags to watch for, and the compliance requirements that matter for your sector.
- Can you produce FCA PS21/3 operational resilience documentation?
- Do you provide Cyber Essentials Plus certification support?
- Can you support Bloomberg Terminal and Refinitiv Eikon infrastructure?
- Do you understand FCA SYSC security control requirements?
- Can you implement GDPR DLP for client financial data with FCA retention?
+ 3 more critical questions inside the full guide.
Enter your details — we'll email the full guide to you instantly.
IT support for financial services —
common questions answered
Q.What IT support do financial services firms need?
Financial services firms regulated by the FCA need IT that goes beyond standard SME managed services. Key requirements include: FCA operational resilience (PS21/3) documentation with tested RTO/RPO, SYSC-aligned security controls (MFA, EDR, email security, access management), Cyber Essentials Plus for PI insurance and client due diligence, GDPR data governance for client financial data, Bloomberg/Refinitiv support where applicable, and documented security posture for FCA supervision. Coreitech provides all of this from £25/user/month — purpose-built for regulated financial firms, not adapted from a generic SME template.
Q.What does FCA operational resilience mean for IT?
The FCA's operational resilience rules (PS21/3) require FCA-regulated firms to identify their important business services, set impact tolerances for disruption, and demonstrate they can remain within those tolerances. This directly affects IT: firms must have documented recovery objectives (RTO/RPO), tested disaster recovery procedures, resilient infrastructure, and the ability to evidence operational resilience through self-assessment. Coreitech builds and documents the IT infrastructure that satisfies these requirements — producing the SYSC evidence trail your compliance team and auditors expect.
Q.Do you support Bloomberg and market data infrastructure?
Yes. We support Bloomberg Terminal environments, Refinitiv (Reuters) Eikon installations, and associated market data feed infrastructure in trading and investment management firms. This includes network design for low-latency connectivity, high-availability failover, and coordination with Bloomberg and Refinitiv support teams as part of your IT management.
Q.How do you help financial services firms meet GDPR obligations?
Financial services firms process substantial personal and financial data subject to UK GDPR with FCA record-keeping obligations layered on top. We implement Microsoft Purview for data classification, DLP policies for sensitive financial data, retention policies aligned to FCA timelines (typically 5–7 years), role-based access controls, and audit trail management. We also support data subject access request (DSAR) processes — a particular obligation for firms holding client investment and advice records.
Q.Can you help our firm achieve Cyber Essentials Plus?
Yes. Cyber Essentials Plus is increasingly required by PI insurers, FCA-regulated clients doing supplier due diligence, and large enterprise counterparties for regulated financial firms. We manage the full process: gap assessment, remediation, and IASME CE+ assessment — 100% first-time pass rate. Most financial services firms achieve CE+ within 4–6 weeks from engagement.
Q.What cyber security controls does the FCA expect?
The FCA expects proportionate cyber security under SYSC 8 and the operational resilience framework. In practice: MFA on all systems, supported and patched endpoints (EDR), email security (DMARC/DKIM/SPF, anti-phishing), access management with least privilege, regular vulnerability assessments, documented incident response, and evidence trails for supervision. Coreitech implements and documents all of these — producing the compliance evidence that FCA reviews and PI renewals increasingly require.
Q.How much does IT support cost for a financial services firm?
Managed IT support from Coreitech for financial services firms starts at £25/user/month (Standard — unlimited helpdesk, 24/7 monitoring, on-site support) or £50/user/month (Advanced — adds Microsoft 365 management, FCA operational resilience documentation, Cyber Essentials Plus support, dedicated account manager). For a 15-user financial services firm, that is £375–£750/month all-inclusive vs a single IT hire at £45–60K/year.
Q.What is the best IT support for a financial services company?
The best IT support for a financial services company combines: FCA operational resilience IT documentation (PS21/3), Cyber Essentials Plus, Microsoft 365 with Conditional Access and Defender, Bloomberg/Refinitiv support where needed, and a guaranteed response SLA. Coreitech provides all of this from £25/user/month with a 15-minute critical SLA — specifically built for regulated financial businesses, not generic SME IT.
Q.How quickly can a financial services firm switch IT provider?
Most financial services IT transitions complete within 48 hours with Coreitech. We manage all communication with your previous provider, retrieve documentation and credentials, deploy monitoring, secure your Microsoft 365 tenant, and ensure live helpdesk access from day one. We document your SYSC controls and Bloomberg dependencies as part of onboarding — no gap in support or compliance evidence.
Q.Do you support IFAs and independent financial advisers?
Yes. IFAs have specific IT requirements: FCA SYSC compliance documentation, secure CRM for client data (Salesforce, Intelligent Office, Curo), back-office systems (IRESS Xplan, Intelliflo), secure portals for document exchange with clients, and GDPR obligations around investment advice records. We support all major IFA platforms and provide the FCA operational resilience evidence documentation that directly-authorised IFAs require for supervision.
IT support that satisfies
FCA requirements
Book a free financial IT audit. We'll review your FCA operational resilience posture, SYSC controls, CE+ readiness, and Microsoft 365 configuration — with documented findings you keep.