Managed IT services for UK financial services firms

Cybersecurity, cloud, connectivity, and workplace technology under a single account director, aligned to FCA operational resilience.

Trusted by financial services firms across the UK:

WHAT WE DO FOR FINANCIAL SERVICES FIRMS

Six service pillars under one accountable relationship

Highgate provides managed IT services to UK financial services firms operating under FCA supervision. Our clients include chartered accountancies, financial planning practices, wealth managers, and specialist insurers, organisations where data protection, audit-readiness, and operational continuity are part of the regulatory baseline.

We deliver cybersecurity, cloud and infrastructure, connectivity, and workplace technology under a single account director and a 24/7 UK-based service desk. Microsoft licensing is managed through our CSP portal on annual commit. Hardware refreshes are delivered with white-glove Autopilot deployment and lease-based payment. Security posture is aligned to Cyber Essentials, ISO 27001 controls, and the FCA's operational resilience requirements.

Most of our financial services projects begin during a supplier review. The first phase is a structured assessment of the current IT setup, followed by a phased transition that maintains operations through the change.

KEY PRESSURES

Where financial services IT typically needs investment

FCA compliance and audit readiness

Auditors and regulators expect controls you can show on demand covering data, identity, access, and recovery. We align your security posture to Cyber Essentials, ISO 27001 controls, and the FCA's operational resilience expectations, with documentation suitable for audit and supervisory review.

Multi-site operations and distributed governance

Many UK financial services firms operate across multiple offices, with decision-making distributed across partners or business heads. We run multi-site environments as a single service: one account director, one CSP portal, one service desk, regardless of how many sites or working patterns are in scope.

 

Cyber risk to client data and regulatory standing

A cyber incident in a financial services firm carries operational, reputational, and regulatory consequences. Our cybersecurity services cover identity and access management, endpoint protection, email security, and 24/7 SOC monitoring, with incident response plans aligned to the FCA's reporting expectations.

Supplier accountability and predictable cost

Most of our financial services clients moved to Highgate from a previous IT provider. The common pattern is a relationship that has become transactional, with poor responsiveness, opaque invoicing, and no consistent account ownership. We replace that with a single named account director, predictable annual Microsoft licensing, lease-based hardware refresh, and a single consolidated invoice across all services.

One trusted partner. Three business outcomes. Six service pillars.

Below is how each pillar applies to a financial services firm.

Cybersecurity

Identity, endpoint and email protection with 24/7 SOC monitoring, and incident response aligned to FCA reporting expectations.

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Business resilience

Disaster recovery and backup mapped to the impact tolerances set for your important business services.

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Cloud & infrastructure

Cloud assessment and migration for multi-office firms, with cost visibility your finance function can follow.

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Managed services

A 24/7 UK-based service desk and one account director across every office and service line.

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Connectivity

SD-WAN and Teams voice across multiple offices, so hybrid working doesn't loosen your governance.

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Workplace technology

Device refresh with white-glove Autopilot deployment and lease-based payment, plus Microsoft 365 and Copilot under one licence commit.

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CERTIFIED AND ACCOUNTABLE

Certified to standards you can check

Highgate is certified to ISO 27001 for information security and ISO 9001 for quality management. We hold Cyber Essentials and Cyber Essentials Plus, the UK government-backed cyber security certifications. Each one of these is independently audited, not self-declared.

ISO/IEC 27001 certified
ISO 9001 certified
Cyber Essentials Plus certified

How a top 50 accountancy firm consolidated its IT across four offices

Industry: Chartered accountancy

Size: 300 employees

Location: 4 x UK offices

Client since: 2023

Mercer & Hole

Mercer & Hole runs an FCA-regulated financial planning practice alongside audit, tax and advisory, with 28 partners and around 300 staff in four offices. The firm moved to Highgate after a succession of suppliers treated it as an account number. We refreshed 350 laptops, consolidated Microsoft licensing onto one annual commit, and folded voice into Teams across every site. Leadership now has one accountable relationship and invoicing it can actually read.

'What sets Highgate apart is the relationship. We're a complex business with demanding requirements across four offices, and they treat us accordingly, responsive, fairly priced, and genuinely invested in getting it right. A vendor you can truly rely on.'

Tom Luknar
IT Manager at Mercer & Hole

'We've been using Highgate for a number of years, and have found their breadth of knowledge and supplier network is second to none. Highgate will remain on my supplier list for a long time to come. I have no hesitation in recommending them.'

Chief Technology Officer
Policy Expert

SPEAK TO OUR FINANCIAL SERVICES TEAM

Book a 30-minute IT review

A 30-minute call to understand your current IT setup, FCA-aligned controls, and supplier review timeline. We will come back with a quote and some initial ideas on where we can help.

Financial services: frequently asked questions

How does Highgate support FCA operational resilience requirements?

We map IT recovery to the impact tolerances you have set for your important business services. That covers disaster recovery planning, backup-as-a-service and cyber incident exercising, with documentation you can put in front of a supervisor. If your firm has not yet defined its tolerances, the business continuity assessment is the place to start.

Yes. Controls across identity, access, endpoint, email and recovery are documented as standard. Highgate itself is certified to ISO 27001 and Cyber Essentials Plus, so the evidence chain covers your supplier as well as your systems. Clients use it in annual audits, client due diligence questionnaires and professional indemnity renewals.

Our clients range from financial planning practices and wealth managers to a top 50 chartered accountancy firm with 300 staff across four offices, and a national home insurance brand. The common thread is FCA supervision and more than one site to manage.

It starts with a structured assessment of your current setup, not a contract. From there, a phased transition brings licensing, devices and support across in stages while operations keep running. Most of our financial services projects begin exactly this way, during a supplier review.