Enhancing Mortgage Advisory with Secure IT Solutions

Solutions That Make Your Life Easier

The Client

Location: Single location in the Forest of Dean Gloucestershire, serving 3 counties and beyond
Industry: Finance - Mortgage Advisor
Team Size: 3 (sole trader with PA and compliance support)

The Situation

  • The top priority was client security and data protection
  • Extended security for client data under IFA rules
  • Needed systems and processes that would make the client handling more efficient
Photo of Paperwork

The Clients Words

John at Westway I.T. has taken time to really understand my business and its needs and offers Quality I.T. support and business support going above and beyond any of the services I have received in 30 years in business.

Having worked under the barrier of some of the UK's top IFA networks he keeps my process efficient, secure and up to date with the latest technology giving me peace of mind and saving me time.

Nick Johnson

Nick Johnson Cert PFS CII (MP & ER)

Independent Mortgage Specialist & Protection Planner

How We Helped

Data protection is a key concern for any financial specialist. Nick Johnson and his team needed a system that complied with strict industry regulations and also supported him with more efficient processes in data protection and information transfer.

Since working together we have helped Nick transition to a fast, secure and reliable system that helps them to deliver important information in a clear and friendly way.

  • We built a remote support I.T. service plan
  • Managed endpoint security for antivirus and laptop encryption
  • Implemented Office 365 for emails and file storage
  • Implemented 365 email encryption
  • Improved internal processes and client documentation for increased workflow and efficiency

We work with Nick on a bespoke monthly plan, which gives Nick the opportunity to benefit from our expert knowledge in the field of finance and mortgages.

I would love to have a chat and see how we could help businesses like Nick's, book a 15 minute video call with me and let's talk.

Book a 15 Minute Video Call

Westway IT

Westway IT Ltd: Registered in England & Wales, Company Number: 11341592
Registered Office: Westway IT Ltd, The Glen, Millend, Blakeney, Gloucestershire. GL15 4ED
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