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How we help IFA Firms become secure over Time

At Kloudwerk, our services are built on people. We offer a cyber expert to build a relationship with your IFA firm on a one hour, monthly basis. This way, we can assess the holistic cyber security risks which face your firm.

How we help IFA Firms become secure over Time

At Kloudwerk, our Services are built on People. We provide a cyber Expert to build a Relationship with your IFA Firm with monthly Sessions. This way, We can assess the holistic cyber Security risks which face your Business

In a previous post, we discussed what those risks could look like, and we started out by identifying the important assets IFA firms need to protect. We know your individual firm is probably different to others. Perhaps you offer a fully remote working model, use different investment platforms or focus on a niche segment of the market. We use the fact-find session to thoroughly understand your IFA firm and start to identify which technology you use, the products you offer and your business goals.

We also know that strong security hygiene isn’t built overnight, which is why our services help IFA firms improve their security month by month. We will start by understanding the risks, and developing a basic security improvement plan. Each month, we will work with you to implement small changes which can be made without any additional charges, such as new processes around data security.

For example, we may identify that Company confidential Information is stored in many different Locations such as Dropbox, Microsoft 365, CRM systems and in some Cases on Company devices

Having decentralised data storage makes it hard to secure, hard to manage who has access and even harder to back up critical data. We will look to help you consolidate the data and manage access so it is restricted and monitored. Once any high priority fixes from the plan are in place, we will look at more proactive measures such as building a basic business continuity plan so your firm knows how to act if things go wrong.

Although we rarely make recommendations that cost money outside of our services, we do recommend that IFA firms have some basic controls in place such as anti-malware software on company devices.

In addition to the monthly meetings, Kloudwerk provides a detailed monthly security footprint scan for your website, password breach checks and more. This way, we can keep an eye on what the hackers are seeing from the outside, whilst we work with you on securing the inside.

Kloudwerk works with you to help you keep the cyber criminals out. We offer affordable cyber security consultancy packages for business customers.  Please visit our Cyber Consultancy page for more information.


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This service will also provide the company with a cybersecurity risk assessment and improvement plan but with significantly more support from a senior consultant to help the company embed improvements in a continuous, timely manner


The dreaded car MOT is looming. It’s the unforeseen wear & tear that results in some necessary annual maintenance. Our cybersecurity review will highlight what needs to be done as your engineers.

In addition to the context gathering stage and security footprinting service, a senior consultant will perform a risk assessment to understand the company’s cyber risks and provide recommendations. They will also be available to undertake monthly calls for answering questions, providing guidance and checking on whether risks are reducing.


You’re embarking on a more active lifestyle, chosen to go on a diet and get in shape. Think of this service as the cybersecurity equivalent of the personal trainer, helping you along the way.

After an initial context gathering stage, a junior security consultant will be available once per month to answer questions and provide recommendations based on company goals and activities. A cybersecurity footprinting service will allow the company to continuously monitor its external security posture.

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