South West wealth
Advice firms, SIPP operators, and wealth managers in Bristol and the wider South West. You hold other people's money, and the insurer knows it.
A named Head of IT. One or two days a week. You keep the MSP. We sit above it.
Who this is for
IFA networks and independents. SIPP and SSAS operators. Discretionary and advisory wealth firms. Often 50-200 people, or a smaller firm whose client book already carries a 200-person risk.
The FD has become the IT department. The next cyber form has landed. Copilot is on a tenant that still shares a drive called "Clients".
What we do
Azure FinOps only if the cloud bill is over £10k a month. Most wealth tenants are not there. We will not force it.
Bristol and the South West
We know this room. Clifton is already on the homepage hero. The work is in the tenant, the insurer pack, and the leadership meeting, not in a harbour office we do not have.
If you are in Bath, Exeter, or further into the South West, the same seat applies. If you are a wealth firm in London with a South West book, book the conversation anyway.
How it runs
How we work. Diagnose. Ninety days. Then a retainer if the seat still needs filling.
In ninety days the board has an operating model and the insurer has evidence. You stop being the IT department.
What you leave with
Questions
The work is ownership, the tenant, and the evidence pack. Client data, access, and the insurer form are the job. We implement controls. We do not pretend to be your compliance officer or your certification body.
No. We do not sell helpdesk or MSP tickets. The number is 0117. The offer is a named Head of IT plus assurance.
The evidence sprint is built for the insurance cyber questionnaire and for buyers who ask for CE+ or ISO 27001. FCA permissions stay with you and your compliance lead.
Yes, if the risk is the client book rather than the headcount. The usual qualifier is 50-200 people.
You keep the MSP if it works. We sit above it.
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