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barkaday

Financial advisers

Secure, well-run IT for financial advice and planning firms

Advice firms handle sensitive client and financial information every day. Barkaday provides managed IT with security controls and reporting that help you demonstrate good practice to clients, networks and insurers.

Common challenges

Where firms usually start

  • Client data is spread across email, OneDrive and line-of-business platforms
  • Payment-diversion and mailbox-compromise attempts are increasing
  • You need evidence of controls for due diligence questionnaires

Protected identities

MFA, Conditional Access and identity threat monitoring reduce the risk of mailbox compromise.

Managed devices

Encrypted, patched and compliant laptops, with remote support when advisers are on the move.

Backup you control

Independent Microsoft 365 backup for mail, OneDrive and SharePoint.

Reporting for due diligence

Monthly security reports and RiskBuddy posture scores give you evidence on demand.

Recommended package

The right starting point

Most businesses in this situation start with the package shown. Every package has published pricing, a 12-month term and clear scope. Compare all packages.

Recommended

Barkaday Secure

Managed IT with 24×7 cybersecurity, backup and security awareness built in.

£135per user / month

Minimum 15 users (£2,025/month) · 12-month term · ex VAT

  • Everything in Managed
  • 24×7 managed EDR, SOC and identity protection
  • Microsoft 365 backup
  • RiskBuddy awareness training and phishing
  • Monthly security reporting
Explore Secure

FAQ

Questions we're often asked

Do you support our back-office platforms?

We support the devices, identities and Microsoft 365 they run on, and work with your software vendors on application issues.

Can you help with security questionnaires?

Yes. Our reporting and, for Complete clients, governance support help you answer them accurately.

Start with a free IT & Cyber Health Check

Tell us about your business and domain. We'll review your publicly visible email and security posture and follow up with the three findings that matter most — no tenant access required.