IT Support for Financial Advisers in South West London

IT support built around how an advice firm really works

Running a financial advice practice means handling some of the most sensitive information your clients own — earnings, pensions, investments, family circumstances. That places a real duty on you to keep it secure, retained and properly recorded, and it makes your IT far more than a background utility. At PC Macgicians we’ve spent 25+ years supporting small professional firms across South West London, so we understand the balance you’re after: strong protection that doesn’t get in the way of advising clients.

Security is the natural starting point. We look at how client files are stored, who can reach them and how sign-in works, then put practical cybersecurity measures in place — endpoint protection, sensible access controls and safeguards that help your team spot phishing before it becomes a problem. Alongside that, automated backups keep advice files, suitability reports and correspondence retained and recoverable, so a failed laptop or a lost device never becomes a lost record.

Day to day, much of an adviser’s work runs through email and shared documents. We set up Microsoft 365 properly — secure sign-in, shared storage in place of scattered personal folders, and retention that supports your record-keeping — with business email configured for strong spam filtering and authentication so messages to clients stay secure and traceable. The result is an audit trail you can actually rely on, rather than a patchwork of inboxes and desktop folders.

Because most advice firms run lean, without a dedicated IT person, you also need someone dependable to call when something breaks. We provide onsite IT support across Wandsworth, Richmond, Merton, Kingston and the surrounding boroughs, with remote sessions for quick fixes and our Putney workshop for anything that needs a closer look. Every job starts with an honest diagnosis and a clear quote — no jargon, no pressure. If you’d like to talk through how your practice is set up, get in touch and we’ll take it from there.