Case Study - Financial Services
Financial advisory firm enhances IT infrastructure following partnership with Hixon Group.
HW Independent Financial Management (HWIFM) are a leading wealth management advisory firm based in Holmes Chapel, Cheshire with over 20 years experience delivering delivering trustworthy and secure financial advice to clients nationwide.
In an industry where trust and security are paramount, reliable IT systems and robust security are essential. While HWIFM had already embraced cloud-based technology to streamline operations, they needed an IT partner to further support and optimise their infrastructure.
Initial Challenge
A modern approach to workplace technology and cyber security.
With their cloud-based systems, HWIFM faced the challenge of maintaining seamless operations while ensuring top-level security for sensitive client data.
Any downtime or security issue had the potential to disrupt their business and compromise their business reputation.
Compliance with industry regulations was another key concern, particularly with data encryption and cybersecurity. HWIFM also needed strategic IT guidance to future-proof their operations and support their growth.
Productivity and Collaboration Tools
Device Management and Endpoint Security
Security and Compliance Monitoring
Employee Experience & Hybrid Work
“We were looking for a dynamic, proactive, forward thinking IT company to provide leadership and IT strategy rather than just reactive IT support.”
Vanessa Fuller | Director | Premier Tax Solutions
Implementation
A tailored modern workplace solution designed specifically to meet their unique needs
We developed a comprehensive, phased transition plan to seamlessly onboard the team at Premier Tax Solutions onto our managed IT support and proactive maintenance service.
As part of the process, we implemented multi-factor authentication (MFA), Microsoft Entra ID for identity management, and a centrally managed endpoint solution. Designed to enhanced the organisation’s security posture, making their systems more resilient and protected against cyber threats.
Building on Premier Tax’s existing investment in Microsoft 365, we also planned and managed a transition to the more stable, secure, and integrated SharePoint file-sharing solution.
Following consultation, all documents were reviewed, categorised, and migrated to Microsoft 365, enabling team members to easily access and collaborate on files from any location. By decommissioning the outdated Dropbox solution, the company reduced ongoing subscription costs while streamlining document management within Microsoft 365.
Finally with the initial projects being succesfully delived we provided cyber awareness training for staff and reassessed the IT security systems / processes to ensure they met the needs of the business ensuring all systems and data was protected.
The Results
A powerful, proactive managed IT service that helps unlock the true business potential.
Our proactive approach to managing workplace technology ensures Premier Tax Solutions avoids complex IT issues and costly distractions, allowing their team to focus on delivering value to clients.
Outsourcing the management of their IT services now provides the leadership team at Premier Tax Solutions with the knowledge, experience and strategy required to meet the demands of the modern workplace.
This has made the team more agile, secure, and productive, equipping them with the tools and technology to excel in their work. And with our team of IT experts always on hand, they can rely on prompt support, advice, and guidance whenever needed.
At Hixon Group, we continue to work closely with Premier Tax Solutions, monitoring and refining their IT systems to ensure they remain aligned with business needs today and in the future. This ongoing partnership reflects our commitment to providing innovative, reliable, and secure IT solutions that empower businesses to thrive.