Specialist IT & Cyber Security Partner for Financial Services
Managed IT & Cyber Security for Financial Services
ATS Connection helps financial services firms reduce downtime, protect sensitive client data and proactively manage Microsoft 365, cyber security and business-critical systems, with responsive UK-based support. This includes specialist IT support for accountants and accountancy practices.

<11 minutesAvg. Response
Encrypted & GovernedEverSensitive client data
50+
UK firms supported
20+
Years operating as a UK MSP
98%
First-contact resolution
<11 min
Average response time
THE REALITY FOR MOST FINANCIAL SERVICES FIRMS
Where IT quietly costs estate agents
enquiries, instructions and trust
Where IT quietly creates operational, compliance and client risk
Financial services businesses depend on secure Microsoft 365 environments, resilient communication systems and controlled access to sensitive financial and client information.
But most operational risk does not begin with one catastrophic event.
It builds quietly, through weak governance, unmanaged devices, inconsistent security standards, reactive support and operational blind spots that only become visible during audits, cyber incidents or periods of business pressure.
ATS helps financial services firms reduce these risks methodically, keeping teams productive, compliant and operationally resilient.
Where Risks Usually Start
- Microsoft 365 governance – Over-permissioned mailboxes, risky sharing settings and inconsistent tenant controls create operational and compliance exposure.
- Identity & access management – Weak MFA, unmanaged accounts and excessive admin permissions remain one of the largest risks to financial firms.
- Hybrid & remote working – Advisers and directors need secure, controlled access across office, home and mobile environments.
- Cyber security & phishing – Financial businesses are heavily targeted for impersonation, invoice fraud and account compromise attacks.
- Backup & recovery – Many firms assume Microsoft 365 protects their data, few have tested recovery properly.
- Compliance & audit readiness – Regulatory expectations continue to increase around security controls, access governance and operational resilience.
WHY FINANCIAL FIRMS CHOOSE ATS
An IT partner that takes financial-services risk seriously
Predictable support, governed Microsoft 365, layered cyber security and grown-up advice, delivered by senior UK engineers who understand regulated businesses.

Continuous environment monitoring
Failing devices, identity risk, expired certificates and security drift caught long before clients or regulators feel them.
Microsoft 365 expertise
Hardened tenants, governed SharePoint, retention, DLP and independent backup, aligned to financial-services data sensitivity.
Resilient remote & hybrid working
Encrypted, Intune-managed devices and Conditional Access, consistent, controlled access from any location.
Cyber security as standard
MFA, managed EDR, phishing defence and Cyber Essentials alignment included in the retainer, never an upsell.
Strategic IT & risk planning
Quarterly reviews, multi-year roadmaps and budget guidance aligned to growth, risk and regulatory direction.
Long-term partnerships
The majority of our clients have been with ATS for 5+ years, a relationship, not a renewal cycle.
MICROSOFT 365 & CYBER SECURITY
A modern, audit-ready operating environment for your financial business
We deploy a layered, audit-ready model across your tenant, identities, devices and data, engineered to protect sensitive client information and meet the standards expected of a regulated firm.
MFA enforced firm-wide
Phishing-resistant MFA on every account, advisers, partners, admin staff and external auditors.
Conditional Access policies
Risk-based controls that block sign-ins from untrusted devices, locations and legacy protocols.
Advanced email defence
Link rewriting, attachment detonation and impersonation protection tuned for client and counterparty correspondence.
Data loss prevention
Policies that protect personal, financial and regulated data inside Exchange, SharePoint, Teams and OneDrive.
Managed EDR / MDR
24/7 detection and response on every endpoint, with documented escalation paths and incident reporting.
Cyber Essentials alignment
Your environment hardened to a recognised UK security baseline, supporting insurance, audits and client due diligence.
Zero-trust remote access
Intune-managed devices, Conditional Access and secure remote access for advisers working from anywhere.
Independent M365 backup
Immutable, third-party backups of Exchange, SharePoint, OneDrive and Teams, beyond Microsoft’s native retention.
Identity & tenant monitoring
Continuous alerting on identity risk, configuration drift and anomalous behaviour across your tenant.
WHAT’S INCLUDED
A complete managed service for your financial services firm, under one accountable partner
One structured monthly service designed to keep advisers, directors and operational teams productive, secure and compliant.

Unlimited UK helpdesk
Responsive support for advisers, operational teams and directors.
- Fast-response UK support
- Remote & on-site assistance
- Named engineering contacts
- Escalation ownership
- Financial-sector aware support
Microsoft 365 Administration
Structured governance across Outlook, Teams, SharePoint and Microsoft 365 environments.
- Tenant governance
- Exchange & Teams management
- SharePoint administration
- Secure file sharing
- Licensing & permissions
Endpoint & Device Security
Layered protection across laptops, desktops, mobile devices and servers.
- Managed EDR / MDR
- Threat monitoring
- Security response procedures
- Vulnerability remediation
- Security policy alignment
Patching & Vulnerability Management
Reducing exposure through disciplined operational maintenance and continuous remediation.
- Operating system patching
- Third-party application updates
- Vulnerability remediation
- Patch reporting
- Baseline reviews
Backup, Recovery & Business Continuity
Protecting Microsoft 365, operational systems and business-critical data.
- Independent Microsoft 365 backup
- Recovery testing
- Immutable backup strategy
- Disaster recovery planning
- Recovery documentation
Cyber Security Operations
Practical cyber security management integrated into daily operations.
- MFA & Conditional Access
- Microsoft 365 hardening
- Phishing protection
- Cyber Essentials alignment
- Ongoing security reviews
HOW WE PARTNER WITH FINANCIAL BUSINESSES
A four-stage operational model, built for regulated firms
Every financial firm we onboard follows the same calm, structured transition, designed to remove risk and disruption, not introduce it. Real engineers, real reviews, real continuity planning, not a ticketing portal.

01
Audit & assess
Independent review of your Microsoft 365, identities, devices, data flows and security posture, benchmarked against regulatory and insurer expectations.
02
Secure & harden
MFA, Conditional Access, EDR, DLP, independent backup and Cyber Essentials alignment deployed in a controlled, change-managed sequence.
03
Monitor & support
Named UK engineers, continuous monitoring, predictable response SLAs and unlimited support for every adviser, analyst and partner.
04
Scale & improve
Quarterly business reviews with your leadership team. Covering risk, roadmap, supplier performance, regulatory change and budget.
MINI CASE STUDY
How ATS helped a financial services firm improve cyber resilience and operational reliability
A growing South East financial services firm approached ATS frustrated by recurring downtime, rising phishing pressure on the finance team and a Microsoft 365 tenant that couldn’t evidence the controls their cyber insurer and institutional clients now expected.
Original Risks
- Frequent downtime and slow ticket resolution
- Inconsistent MFA, weak Microsoft 365 configuration
- Active phishing and impersonation attempts
- No independent backup, no rehearsed recovery
What ATS Implemented
- Hardened M365 tenant with MFA & Conditional Access
- Managed EDR and advanced email defence
- Independent M365 backup and tested recovery
- Cyber Essentials alignment for insurer evidence

Free • No obligation • Senior engineer • 30 minutes
Book an IT & Cyber Review for
Your Financial Business
A confidential, no-obligation conversation with one of our principal engineers.
Focused on protecting sensitive client data, securing Microsoft 365, reducing
downtime and strengthening cyber resilience.
designed for accountancy firms
- Protect sensitive client & financial data
- Evidence controls for insurers & clients
- Review backup, recovery and business
continuity readiness - Map a clear, costed IT & security roadmap
What clients say
Rated 5.0 on Google by Sussex businesses.
★★★★★
We have been with ATS Connection for years and they have always been reliable. Fast, efficient, and they really know their stuff.
MichelleNorthgate PropertiesGoogle ★ 5.0
★★★★★
Their proactive IT support has saved us a lot of headaches. We can focus on growing our business knowing our IT is sorted.
VickyCallatech EngineeringGoogle ★ 5.0
★★★★★
ATS Connection has been a huge help. Whenever we run into IT issues, they are always there to resolve things quickly.
NicholasNorfolk Arms HotelGoogle ★ 5.0
FAQ
IT & cyber questions financial firms ask us most
Modern financial firms need more than a helpdesk. They need a managed partner who governs Microsoft 365, layers cyber security, maintains tested backups, supports secure remote access for advisers and provides senior strategic input. Reactive break-fix is no longer enough, regulated businesses can’t afford queue-based support, weak controls or undocumented processes when clients, regulators and insurers ask hard questions.
Start with the fundamentals: phishing-resistant MFA on every account, managed EDR on every endpoint, Conditional Access policies, advanced email defence, independent Microsoft 365 backup and security awareness training. Then layer in DLP, identity monitoring, Cyber Essentials alignment and a documented incident response plan. The goal is a defensible, evidenced baseline that protects clients and stands up to insurer and regulator scrutiny.
Microsoft 365 holds your client correspondence, KYC documents, contracts, financial data and internal IP, making it the highest-value target in your business. Default tenant settings are not secure or audit-ready: legacy authentication is often enabled, SharePoint is over-shared, guest access is uncontrolled and there is no third-party backup. A properly governed tenant with MFA, Conditional Access, retention, DLP and independent backup dramatically reduces the risk of email compromise, payment fraud and data loss.
Look for a UK-based managed partner with genuine sector experience, named senior engineers, predictable response SLAs, mature Microsoft 365 expertise, integrated cyber security and a clear strategic review cadence. Avoid providers who are reactive, sell security as a separate upsell, or can’t evidence their own controls. Your IT partner becomes part of your operational and regulatory posture, choose them accordingly.
Our average response time is under 11 minutes, with a target of under 30 minutes across all support channels. 98% of issues are resolved on first contact by our UK-based engineers, and the majority are handled remotely without an adviser ever needing to leave their desk. Critical incidents, including suspected breaches and major outages, are escalated immediately under documented major-incident procedures.
Operational resilience for a financial firm means more than a backup file. It means independent, immutable backup of Microsoft 365 and on-prem systems, rehearsed recovery scenarios, redundant connectivity, secure device management and a clear plan for what happens if the office or a key system is unavailable. ATS builds and tests this as part of the managed service so leadership can answer continuity questions from clients, auditors and regulators with confidence.
Yes. We build environments aligned to Cyber Essentials and to the controls insurers and institutional clients now expect, MFA, EDR, Conditional Access, independent backup, security awareness training and documented policies. We provide the evidence packs and reporting needed for renewals, audits and client onboarding questionnaires.
Yes. ATS is based in Arundel and supports agencies across Sussex, Surrey, Hampshire and London on-site, with managed IT and cyber security delivered to estate agency businesses throughout the UK using secure remote tooling. On-site engineering visits are scheduled where they add real value for branch openings, hardware rollouts or critical incidents.


