How Wetheralls Streamlined Their IT Support with Apex Computing

Having reliable IT support is crucial for any company’s success, especially for firms managing sensitive financial data. Wetheralls, a financial planning practice based in Manchester, is a prime example of how outsourced IT services can provide invaluable support to businesses that prioritise personalised client service.

Watch the Full Case Study Video Below:

Wetheralls: A Financial Planning Firm with High Standards

Wetheralls focuses on assisting business owners who are considering exiting their businesses, providing guidance on winding down operations and managing their wealth. With clients possessing significant investable assets, Wetheralls prides itself on delivering high-end, personalised services. To maintain their reputation for excellence, they needed an IT partner who could offer equally tailored support.

The Challenge: Managing IT in a Small Business

Like many small businesses, Wetheralls faced the common challenge of managing IT without the resources to maintain an in-house team. As James Wetherall, the firm’s founder, mentions in the video, "We are total IT dummies. It’s not something that comes naturally to us." For Wetheralls, the solution was clear: they needed an outsourced IT partner who could handle all technical aspects, allowing them to focus on their core business.

The Solution: Partnering with Apex Computing

James was introduced to Apex Computing through a recommendation and was immediately impressed by their services. From the very beginning, Apex provided comprehensive IT support, becoming, in essence, Wetheralls’ outsourced IT department. This partnership meant that Wetheralls could enjoy peace of mind, knowing that their IT needs were being expertly managed. "Having someone like Apex, who are our outsourced IT department, is perfect," James notes.

Apex Computing's Role: Beyond Basic IT Support

Apex Computing didn’t just meet Wetheralls’ expectations—they exceeded them. A memorable moment James shares involves a potential security breach detected while he was abroad. Despite the time difference, Apex’s on-call engineer responded promptly, ensuring that all systems were secure and operational. This level of service highlights Apex's commitment to their clients, providing around-the-clock support and demonstrating a strong understanding of their clients' needs.

Building a Long-Term Relationship

Over the ten years of working together, Wetheralls has developed a strong relationship with Apex Computing. "It’s a personal relationship, and I know that in most cases, whoever takes my call is somebody that I’ve met before, dealt with before. They’re really on it, really personable," James shares. This bond is a testament to Apex’s dedication to fostering trust and reliability with their clients.

Conclusion: A Perfect Fit for Financial Firms

For Wetheralls, partnering with Apex Computing has been a game-changer. The professional, responsive, and personalised IT support allows them to concentrate on what they do best: providing top-tier financial advice and services. "The fees are good value and enable me to get on with looking after my clients and running the practice without worrying about IT," James concludes.

If you’re a financial firm or any business looking to alleviate the stress of IT management, consider the benefits of working with a dedicated IT partner like Apex Computing. Their expertise can help streamline your operations, safeguard your data, and allow you to focus on your clients—just as they’ve done for Wetheralls.