Cyber Essentials
for Financial Advisers
Pass first time with expert guidance and dedicated advisor support. Cyber Essentials is the UK government-backed standard – increasingly expected in financial services.
- Named UK assessor guiding your firm step-by-step
- Pre-check before submission to avoid delays
- Unlimited retests included
- Plain-English guidance for non-technical teams
- Minimal disruption to client work
- Fast turnaround available
Get Your Free Quote
We'll respond within 24 hours with a tailored plan for your firm
Or email us directly at cyber@nixinfinityai.com
Ask about our free cyber security assessment for IFA firms – no obligation.
Why Cyber Essentials Matters for Financial Advisers
Protect client financial data, satisfy insurers, and stand out from the competition
Protect Client Financial Data
Investment portfolios, pension details, personal financial records, identity documents and banking information all require robust protection.
FCA Incident Data
166 material cyber incidents were reported by financial firms in 2024, including 19 ransomware attacks. The threat to adviser firms is real and growing.
Reduce Cyber Risk
Cyber Essentials prevents 80% of the most common cyber attacks. A single incident can expose client data, disrupt operations, and destroy trust built over many years.
Demonstrate Compliance
FCA Principle 11 and FCG 5 guidance expect firms to maintain robust security measures. Enhanced operational resilience requirements became mandatory in March 2025. Certification provides clear evidence your firm meets recognised standards.
PI Insurance Pressure
Professional indemnity insurers are increasingly requesting proof of security measures. Firms without certification may face higher premiums or difficulty obtaining cover.
Reassure Clients & Partners
Certification reassures clients, providers and partners that your business takes cyber security seriously.
Competitive Advantage
Stand out when pitching against larger firms by demonstrating government-backed cyber security certification. It's a genuine differentiator.
Meet Network Expectations
Many networks, providers and partners now expect Cyber Essentials certification when working with financial advisers.
Most Firms Are Unprotected
89% of IFA firms do not yet have proper cyber security measures in place. Certification puts your firm ahead of the majority and demonstrates a recognised baseline of protection.
What a Breach Looks Like for an Adviser Firm
A UK financial adviser had their email compromised. Hackers accessed client portfolios, bank details, passport scans, and correspondence about transfers. The consequences were devastating and permanent.
ICO Fines
Regulatory fines for GDPR breaches following a data incident.
Client Financial Losses
Criminals posing as the adviser tricked clients into fraudulent transfers.
PI Insurer Refused Renewal
Without certification, the insurer declined to renew professional indemnity cover.
Clients Moved to Larger Firms
Loss of trust meant clients sought advisers with stronger security credentials.
Cyber Essentials would have prevented this. It covers multi-factor authentication, secure email, software updates, and firewall configuration – stopping 80% of cyber attacks.
Built for Busy Adviser Firms
We guide your firm through every step – our goal is to make certification simple and predictable.
Designed for Non-Technical Teams
Most IFA firms don't have dedicated IT security teams. Our service makes certification straightforward and manageable.
Named Certification Advisor
You're supported by a named UK assessor from start to certification. Someone who understands your firm and your environment.
Plain-English Guidance
Clear explanations without technical jargon. We remove the uncertainty often associated with Cyber Essentials.
Direct Communication
Phone, email or video support available throughout. You'll always speak with your dedicated advisor.
We Handle the Complexity
Certification scope definition, readiness assessment, questionnaire guidance, security requirements explained – all covered.
Retest Support Included
Pre-submission review catches issues early. If adjustments are needed, unlimited retests are included at no extra cost.
You Can Find Cheaper.
You Won't Find Easier.
We're not the cheapest provider. We focus on making certification straightforward and stress-free for financial adviser firms.
Pre-Check Before Submission
We review your assessment before you submit, catching issues early to maximise your chance of first-time success.
Named Assessor Ownership
One named UK assessor guides you throughout – no ticket systems, no being passed around. Your assessor knows your firm.
Unlimited Retests Included
If something needs adjusting, we'll guide you through corrections and retest at no extra cost. Unlimited retests included until you pass.
Fixed Fee, No Surprises
Fixed fee, no hidden extras. The price we quote is the price you pay – no scope creep, no nasty surprises at the end.
Minimal Disruption
Our process is designed to minimise disruption so you can continue serving clients while we guide certification.
Post-Certification Support
We don't disappear after certification. Ongoing compliance advice included to help you stay secure.
Strengthen Your PI Insurance Position
Strengthen your PI insurance position by demonstrating proactive cyber security measures. Certification can support more favourable terms and premiums.
Reduce Cyber Insurance Premiums
Certification can unlock 10–20% discounts on cyber insurance premiums. The included £25,000 cyber insurance alone often covers the entire cost of certification.
Transparent Pricing for IFA Firms
Most financial adviser firms fall into the 1–9 or 10–49 employee categories.
How many employees are in your firm?
Cyber Essentials Standard
Guided self-assessment with expert support
IFA firms wanting certification with guidance
- Online questionnaire support
- Readiness review
- Named assessor guidance
- Certification valid 12 months
- £25k cyber insurance included
- Cyber Essentials badge
- Post-certification advice
Cyber Essentials Done For You
Ideal for busy adviser firms
Hands-off certification for busy IFA teams
- Everything in Standard
- Assessment completed for you
- Technical review
- Gap analysis
- Policy templates if required
- Dedicated advisor support
- Expedited processing available
Need Cyber Essentials Plus or have specific requirements? for bespoke pricing.
Meet Your Assessors
You won't deal with a faceless organisation. You'll work directly with one of our two dedicated assessors – real people who genuinely care about getting you through.
Emma Wharram
Cyber Essentials Assessor
With almost 30 years of experience across data, information, and security in the public sector, Emma makes even the most complex requirements feel manageable. She holds a Master's in Cyber Security and is completing a PhD exploring how organisations build genuine security cultures. Her warm, approachable style puts everyone at ease – no jargon, no judgement, just clear guidance from start to finish.
- Warm, approachable style that makes the process feel manageable
- Deep public sector, healthcare, and education experience
- Passionate about helping every organisation feel confident in their security posture
Harpal Bilan
Cyber Essentials Assessor
Harpal brings a calm, reassuring approach rooted in his strong data and analytics background. With hands-on experience across data science and security frameworks, he makes the certification process feel straightforward and stress-free. No question is too small, no concern too basic – Harpal is there to guide you through every step and make sure you feel confident and supported throughout.
- Patient, supportive style – no question is ever too basic
- Data and analytics background bringing a detail-oriented, methodical approach
- Dedicated to making your certification journey smooth and worry-free
A Team That Reflects the Organisations We Serve
Cyber security is for everyone, and our team reflects that. Whether you're a sole trader or a large enterprise, our assessors bring a welcoming, judgement-free approach. We believe the best security outcomes come when everyone feels comfortable asking questions – no matter their background or experience level.
What Our Clients Say
Join organisations who've achieved certification with our expert support.
"The 24-hour turnaround was exactly what we needed. We had a GCloud tender deadline and the team delivered our certification with time to spare. The pre-check saved us from a simple mistake that could have delayed everything."
Sarah M.
Tech Consultancy
"Harpal from NixInfinity-AI was incredibly proactive and responded to our queries within a few hours. The Cyber Essentials assessment was explained well, and he made sure we understood the process. Thanks for all your help!"
Craig F.
Cybersecurity & Managed IT Services
"A very simple process with clear pricing, and the team was very responsive, including by WhatsApp. Highly recommend."
DearMP
Casework software for UK Members of Parliament
"Needed CE Plus urgently for a defence contract. They scheduled my assessment within days and the technical audit was thorough but not intimidating. Highly recommend."
David K.
Government Contractor
Questions Adviser Firms Often Ask
Common concerns from financial adviser firms considering certification.
Get Cyber Essentials Certified
Speak with a certification advisor and get a tailored plan for your firm.