IT support for financial services firms.

Lanmark provides managed IT support for advisers, wealth managers, brokers and other regulated financial firms: controlled access to client data, tested backups and 24x7 security monitoring on Lanmark Total. We do not make a firm compliant or give regulatory advice.

£55 to £65

per user a month (or per device, if fewer) on Lanmark Total, ex VAT. A 25-user firm pays about £55 per user. 12-month term.

Book a free IT review See what it costs

What is different about IT in a regulated financial firm?

You answer to a regulator, to clients and to your insurer for how your technology is run, including the parts someone else runs for you.

Accountability you cannot hand over: The FCA is clear that a firm stays responsible for outsourced services. You need to know what your IT provider does, and be able to show it.
Client data and confidentiality: Client financial details sit in email, documents and your back office. Access has to be controlled, and devices that leave the office should be encrypted.
Specialist systems: Adviser back office systems, broker platforms and portfolio tools sit alongside Microsoft 365. They have to stay fast and secure. Tell us which you use.
Records and communications: Some firms have to record and keep certain calls and messages. Which rules apply to you is for your compliance officer. Your IT has to make the answer workable.
Resilience when something fails: Backups that restore, a plan for an outage, and an honest view of the suppliers you depend on.
Joiners, movers and leavers: Access should change the day a person joins, moves or leaves. The FCA lists reviewing access rights at these moments as good practice.

The FCA says you cannot delegate responsibility for outsourcing

The FCA says a firm stays responsible for everything it outsources and "cannot delegate any part" of that responsibility to a third party. The FCA published new rules on incident and third-party reporting in March 2026, which take effect on 18 March 2027.

The FCA and the Prudential Regulation Authority also reported in July 2026 that 27% of the incidents reported to the FCA in 2025 involved a third party. For a small firm, that makes your IT provider part of the risk you are expected to understand.

We do not make a firm compliant, and we do not give regulatory advice. We make it simple to know what is running: who has access, how devices are protected, how backups are made and tested, and what is being monitored.

What your cyber insurer asks of your IT provider

Do the operational resilience rules apply to you?

The FCA’s operational resilience rules apply to banks, building societies, insurers, payment and e-money firms and larger "enhanced scope" firms. The FCA sets thresholds for which firms are in scope, and many smaller advisers, wealth managers and brokers fall below them. The FCA’s rules on outsourcing, and on systems and controls, apply more widely.

That is a question for your compliance officer or adviser, not for an IT provider. Our part is to help you answer the practical questions either way: which systems matter most, what happens if one fails, and how quickly you could recover.

Financial services IT strategy for UK firms in 2026

Which IT controls support your obligations?

The controls we help you put in place:

Individual accounts and multi-factor authentication, with access reviewed when people join, move or leave.
Encryption on laptops and other devices that leave the office.
Microsoft 365 backup, so email and files can be restored.
Monitoring: on Lanmark Total, a security team watches your environment 24x7x365.
Clear answers on the technical questions your insurer asks about your IT provider.
An annual IT plan and budget, on Lanmark Total.

What does it cost?

The price per user is published, with no hidden fees. Priced per user or per device, whichever is fewer. A firm with six advisers, four administrators and eight computers is charged on eight.

Fully managed

Lanmark Total

£55 to £65

per user, or per device if fewer, per month, ex VAT. A 25-user company pays about £55 per user. 12-month term.

24x7x365 threat detection and response, by a security operations centre
Identity threat detection and response for Microsoft 365 sign-ins and accounts
Unlimited support, Monday to Friday, 8am to 6pm
A named senior technician
Microsoft 365 backup
Annual IT plan and budget
Asset and lifecycle management
Vulnerability assessments
Security awareness training

Most clients choose Total, whatever their size.

Book a free IT review

Monthly allocation

Lanmark Core

About £40

per user, or per device if fewer, per month, ex VAT, for a 25-user company. 12-month term.

A fixed number of support hours each month, agreed for your team size
Service desk Monday to Friday, 8am to 6pm
Asset and lifecycle management
Named technician optional
Security, backup and training as add-ons

For teams who want a set amount of support each month.

Prepaid hours

Lanmark Flex

From £1,250

for 10 hours, ex VAT. 20, 40 and 80 hour packs from £2,300, £4,200 and £7,600. No contract.

Support within your pack, Monday to Friday, 8:30am to 5:30pm
No named technician
Asset and lifecycle management optional
Security, backup and training as add-ons

Often chosen by very small teams, and by larger organisations with their own IT team who want expert engineers to call on for complex problems.

On every plan: TekFix AI, an AI support app on every device, 24/7, and SmoothSwitch onboarding. 24x7 support is available on request. All prices exclude VAT.

What do financial services firms ask about IT support?

What does the FCA expect of us when we outsource IT?

The FCA says a firm is responsible and accountable for its outsourcing and third-party arrangements and "cannot delegate any part" of that responsibility to a third party. What that means for your firm is for your compliance officer and the FCA Handbook. What we can do is tell you plainly what is in place on your systems.

Do the operational resilience rules apply to us?

The FCA’s operational resilience rules cover banks, building societies, insurers, payment firms and larger "enhanced scope" firms. The FCA sets thresholds for which firms are in scope, and many smaller advisers and brokers fall below them. The FCA’s rules on outsourcing, and on systems and controls, apply more widely. Your compliance officer or adviser can tell you which applies. We do not give regulatory advice.

What will our insurer ask about our IT provider?

Cyber insurance proposal forms commonly ask about multi-factor authentication, backups and testing restores, patching, endpoint protection and an incident response plan, and some ask how you assess your technology providers. We can help you answer the technical parts accurately.

Can you support our adviser or broker systems?

Tell us which platforms you use, whether that is an adviser back office system, a broker platform or a portfolio system. We go through your specific systems with you at the first meeting and talk through how we can help.

Do you make us FCA compliant?

No. Compliance stays with your firm. We help you put in place the IT controls that sit underneath your obligations, such as access reviews, encryption, backup and recovery and monitoring.

Is there support outside office hours?

The service desk runs Monday to Friday. 24x7 support is available on request.

How quickly can you take over from our current IT provider?

SmoothSwitch starts with a free IT review and a free 30-day trial with Lanmark running alongside your current provider, so the handover is checked against live tickets.

Where to go next

Book a free IT review.

We look at what you have, what it costs and where the risks are, and tell you plainly if you do not need to change anything.