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Sectors

Protect confidential client relationships.

Cyber security, cloud collaboration and recovery solutions for financial advisers and wealth management businesses.

Discuss financial services security
See how we can help
Confidential client detailsProtect accounts and emailSupport client trust
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Trust and confidentiality are essential.

Financial services organisations handle financial records, identification documents and confidential client communications. Account compromise or inappropriate file sharing can create significant risks.

We help strengthen Microsoft 365 and Google Workspace, manage permissions, improve email protection and keep supported records recoverable.

We also support technical controls used in wider security and compliance programmes, while your organisation remains responsible for its regulatory obligations.

Discuss financial services security
Client confidence
Account security
Record recovery
Technical controls

How we help financial services & wealth management

Services designed for the way your industry operates.

  • Protect confidential customer documents and correspondence
  • Reduce phishing and impersonation threats
  • Secure remote and multi-office working
  • Managed backup for supported business records
  • Technical help with Cyber Essentials and ISO 27001
  • Identity, permissions and endpoint controls
Your technology priorities
✓Protect confidential customer documents and …Reviewed
✓Reduce phishing and impersonation threatsReviewed
✓Secure remote and multi-office workingReviewed
✓Managed backup for supported business recordsReviewed

Our approach

Straightforward advice, careful planning and practical implementation.

1

Assess

We understand your current setup, challenges and priorities.

2

Recommend

We explain practical options and agree the appropriate scope.

3

Deliver

We implement the agreed changes with a clear plan.

4

Improve

We review the results and offer ongoing management where useful.

Trailblaze take the time to listen and understand my requirements, then they provide me with different options to achieve my desired outcome.

Chris Guy
Amtek Group

Frequently asked questions

Can you help with just one project?
Yes. We offer individual cloud, security, backup and connectivity projects for financial services & wealth management without requiring a full IT management contract.
How do we get started?
Book a discussion and tell us about your current systems and the outcome you want. We can then recommend a suitable next step.

Let's improve technology for your financial services & wealth management organisation.

Choose the individual services you need. There's no requirement to replace your existing IT provider.

Discuss financial services security