// FOR FINANCIAL ADVISERS
IT support for financial advisers & IFAs
IT support for financial advisers, IFAs and mortgage brokers across Bournemouth, Poole and Dorset — secure, confidential and reliable systems that support your record-keeping and data-protection obligations.
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Rated 4.9 on GoogleConfidential & secure · Adviser back-officeHow we help
- 1995a family business since
- 6 weeksbetween full services on every plan
- £0call-out fee for remote help
- 4.9★average rating on Google
/01 — FOR YOU
Confidentiality and reliability, built in
Advisers handle highly sensitive client and financial data under strict professional obligations. A breach or an outage isn’t just disruptive — it’s a regulatory and reputational risk.
We keep your back-office systems secure, backed up and always available, with encryption, protected email and record-keeping-friendly IT that supports the standards your profession expects.
- Adviser CRM & back-office support
- Encrypted, secure email
- Client data confidentiality
- Record-keeping-friendly IT
- MFA & encryption
- Verified backups
- Microsoft 365 management
- Secure remote working
/02 — FOR YOUR FIRM
Built for financial advisers
Confidentiality & compliance
Client and financial data protected to the standards your profession and the regulator expect.
- Encryption & access control
- Secure, protected email
- Verified backups
- Record-keeping-friendly IT
Productivity
Reliable systems and secure remote working so advisers can focus on clients.
- Adviser CRM & back-office
- Microsoft 365 & Teams
- Secure remote access
- Fast, priority support
/03 — HOW IT WORKS
A secure firm in three steps
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01
We review
We assess your systems, data and confidentiality risks.
-
02
We secure
We lock down client data and harden your systems.
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03
We support
Ongoing protection, backups and priority help.
What customers say
Rated 4.9 on Google
★★★★★
“Thanks for coming to my rescue once again. You still keep my computer system in perfect order. Many, many thanks.”
★★★★★
“After a quick phone call they log in to my computer and quickly sort me out. It’s good to know who you can trust and rely on these days. A very fair company indeed.”
// FREE WITH EVERY PLAN · UPDATES ITSELF
365 PC Manager, on your PC
Our own free Windows app — digitally signed in our name — shows your PC’s health in plain English: drive condition, memory, protection, backup, Windows updates, risky programs and network settings, and an honest verdict. Anyone can use it, and we think every Windows PC should have it. On a plan it does more: it keeps your computer up to date and secure.
At every service we run a real broadband speed test from your machine and keep it with your record. Next visit, we can see whether your line has quietly got worse. No other local IT firm we can find will even show you your broadband speed — let alone track it visit to visit.
On a plan, every six-weekly service updates every program on the computer, not just Windows and Office — an out-of-date program is the back door criminals now hunt for with AI — checks your network’s safety, and ends with a written Service Report: what we did, how the machine scored, and anything worth planning. It is emailed to you, saved in your portal and left on your Desktop. And we keep an eye on the machines we look after between visits, so problems get caught before they bite. We can’t find another IT support company in Dorset that gives its customers an app of its own.
- Free forever, no sign-up, uninstall any time
- Every program kept up to date, not just Windows
- Your network’s safety checked at every service
- Broadband speed measured at every visit
- Every written Service Report in one place
- Your next visit — move or cancel it yourself
- Optional: let us run safe maintenance remotely
- No fake errors, no scare tactics, ever
// GOOD QUESTIONS
Frequently asked
Can you keep our client data confidential?
Yes — we use encryption, multi-factor authentication, access controls and monitoring to keep sensitive client and financial data confidential and protected.
Do you support adviser CRM and back-office software?
Yes — we keep the adviser CRM and back-office software you rely on running reliably and securely, along with the systems around it.
Does your IT support our FCA obligations?
We provide security, encryption, protected email and verified backups that support your FCA record-keeping and data-protection obligations. We don’t make you compliant on our own — that’s your responsibility — but we give you the secure, reliable IT foundation to meet it.
Can your team work securely from anywhere?
Yes — secure remote access and Microsoft 365 so advisers can work confidentially from the office, home or on the move.
Let’s sort your IT
Join the Dorset homes and businesses who never worry about technology. Pick a plan or say hello.
01202 775566 · help@365techies.co.uk · MON–FRI 9AM–5PM