Financial Services2024-02-16T10:12:55+00:00

IT Support for Financial Services

From online banking to electronic trading, technology plays a crucial role in the finance industry. However, with this increased dependence on technology comes the need for reliable IT support. At Pro Drive IT, we provide expert IT support for financial services to ensure your systems are running smoothly and safely so you can focus on providing exceptional service to your clients. Whether you’re looking for cyber security, GDPR consultancy, cloud services or any other IT related service, our experienced professionals are here to help.

Financial services IT support to keep your firm compliant

Our bespoke financial services IT support is designed to keep your data safe and your staff productive.

  • Is your firm’s IT helping you do business better?
  • Are your IT systems FCA compliant?
  • Are your clients’ confidential data secure?
  • Can your staff work effectively when on the move?

If the answer is no or you are unsure, you may want to book our 90-minute discovery workshop to benchmark your IT, give you insights into where it isn’t performing and help you understand what to do about it.


  • FCA compliance

  • CRM

  • Trading and pricing systems

  • Investment firms

  • Commodity trading

  • Wealth management

  • Cyber Essentials certification


  • Specialist applications including portfolio and trade management
  • 24/7 business-critical IT support

  • Business continuity planning

  • Cyber security & GDPR consultancy

  • Compliance audits and testing

  • Moving to the cloud

  • Cloud communications

The Pro Drive team are key in ensuring we are compliant with our regulators and that our business runs smoothly.

Natalya Montegriffo de Wynne
Quest Fund Placement

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4 ways remote working can blow your FCA compliance (and what to do about it!)

Providing IT Solutions In Financial Services

Pro Drive IT support various financial services organisations across the UK. We support Price Ferguson Wealth Management, in Woking and Farnham, with cyber security services and we’ve provided cyber security consultancy and training to IPSX in London. Pro Drive IT provided substantial tailored IT solutions to MML, streamlining their systems and increasing efficiency. We are also proud partners of Quest Fund Management and, having implemented and secured the IT infrastructure following an office move in 2003, have been responsible for supporting their IT operations ever since. Including migrating to cloud-based solutions and strengthening their disaster recovery systems.

“The Pro Drive team have delivered an IT infrastructure which will take us into the future and can handle any changes that may arise.” – MML

Infrastructure And IT Support For Financial Services

The financial services sector is heavily dependent on fast, reliable and robust IT systems. With almost, if not all data stored digitally, financial service businesses must be equipped with the right infrastructure to fulfil all required capabilities.

Pro Drive IT can perform an audit of your systems and make recommendations if superior software is available or if updates would be beneficial. Our experienced technical team will implement any changes you wish to make, installing new software or making changes to the IT infrastructure if necessary.

We offer expert advice and support in moving over to cloud-based IT services, in enhancing your communications, including installing phone, video and collaborative software, and we can work alongside you to develop your IT strategy and future-proof your company.

Furthermore, Pro Drive provide 24/7 IT support and can assist in maintaining your IT systems to ensure they are functioning at high speed and efficiency. We’ll also continue to make recommendations and upgrades, advancing your IT capabilities as your finance business grows.

Book a call or video chat with us via the form below to find out more about IT support for financial services.

Cyber And IT Security In Financial Services

In terms of risk, cyber-attacks are a key concern for the financial services sector. Being heavily reliant on various systems to store sensitive and confidential information means highly sophisticated cyber security is essential. This security must not only be the right type to fully protect your data but must also be installed properly, maintained and routinely tested.

Pro Drive IT have extensive knowledge and experience in cyber security and we work with clients in the financial services sector to ensure their IT infrastructure, data, and systems are fully protected against cyber threats. We work with businesses across the UK to conduct risk assessments and implement robust cyber security solutions tailored to the needs of your company. Our various cyber essentials packages provide the end-to-end service many clients in the financial sector are seeking.

In addition, our expert team can consult and strategise to develop bespoke disaster recovery plans. As well as implementing effective tools and practices to best support business continuity.

Find out more about our Cyber Security Services.

Please complete the contact form on this page to find out more about all of our IT services in the finance sector.

Why choose Pro Drive IT?

You don’t need us to tell you that the security of your client and company data relies on a robust IT system provided by experienced professionals; it’s a given in the financial services industry. That’s what we’re proud to offer here at Pro Drive IT; an experienced partner for financial service providers that can offer strong cyber security provisions, 24/7 IT support, and an ability to develop strategies for the future, with cloud-based solutions that keep your whole team connected.

By understanding what your business, your employees, and your clients and customers need, our IT support can be tailored to cover all bases. That includes disaster strategies and business continuity plans in the event of downtime, cyber-security audits that highlight threats and vulnerabilities, and the implementation of cloud-based storage to replace legacy systems.

Our process

When working with a financial service provider on their IT infrastructure, we’ll cover the following:

Getting to know you and your customers

It’s crucial that we gain an understanding of how your business works currently, how you’d like it to work going forward, and the goals that you and your team are aiming for. We’ll spend as much time as possible getting to know the ins and outs of your business so that we can best serve you with our IT support.

Understanding your current IT set up

By benchmarking where you’re at currently, we’ll be able to highlight improvements that could remove frustrations, and ramp up productivity. At this point, we can take the time to understand any concerns you have about upgrading, challenges you believe could be addressed with IT support, and areas in which you could be leaving your business open to cyber threats.


With everything we’ve learned, we’ll be able to put a bespoke plan in place designed to bring your IT systems up-to-date, and perform in a way that will positively impact your team, your processes, your compliance, and your customers. We’ll have taken those goals that we mentioned earlier on board in order to provide you with solutions that seek to reach them.


It’s at this stage that we begin to implement the plan, with as little disruption as possible to your everyday activities.

Ongoing maintenance and upgrades

Once the plan has been implemented, our work doesn’t stop there; we’ll keep working with you to ensure systems are maintained and updated regularly. Not only this, but as your business grows, so too will your need for IT support, so the plan we implemented initially can be added to as your operations and technology itself develops.

Frequently Asked Questions

We work with a wide range of financial service businesses including investment firms, commodity traders and wealth management businesses.

Yes, our experienced IT team can help your business become and remain compliant with the latest Financial Conduct Authority guidelines.

Yes, we have provided Cyber security to IPSX in London as well as tailored IT solutions for MML as well as being a partner of Quest Fund Management.

The reason you need good IT support is because the financial services sector is heavily dependent on IT systems with the majority of data stored digitally.

Yes, it’s our pleasure to work with hybrid or remote teams, so don’t let that hold you back in discovering what’s possible.

Yes, it’s our pleasure to work with hybrid or remote teams, so don’t let that hold you back in discovering what’s possible.

We’re proud to offer IT support to financial service businesses across not only Surrey, but also London, Hampshire, Berkshire and West Sussex.

Yes, and we’d recommend doing so ASAP; our cyber security audit is free, and identifies threats and vulnerabilities in the security of your current computer system. Don’t worry, we’ll be on hand to help tighten things up.

We run both online and in-person workshops, and you can talk to us about the bespoke training you may be interested in.

Yes! We know it’s more vital than ever for teams to be in touch with each other, and with your clients, so rest assured that we can work with you to keep comms a priority.

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