Financial Sector SME – Gaining Trust with Minimal Disruption

Case Study

Project

Financial Sector SME – Gaining Trust with Minimal Disruption

Client

A boutique investment advisory firm in London, 25 staff

Work

When the managing director of this financial services firm contacted us, she was clear that they needed Cyber Essentials Plus to win a contract with a new institutional client and that we would need to move fast.


With tight timescales and a client in a highly regulated space, trust and clarity were paramount. Our team began with a discovery call to break down the process, assess the firm’s current security posture, and identify any gaps early.


We provided clear, jargon-free guidance and worked closely with their Head of IT to streamline the audit. When we identified issues with patch management and MFA coverage, we offered pragmatic, SME-friendly solutions that fit their business rather than disrupt it.


The certification process was completed in less than two weeks - this was a special case, and both sides were able to move quickly. They passed Cyber Essentials Plus on the first attempt and secured their new client.

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