Cloud Email for Finance & Banking in Surrey

FCA-compliant cloud email for UK financial services firms.

Finance Expertise

We understand the specific email and collaboration requirements for finance businesses — ensuring your Office 365 migration is tailored to the way your team works.

Tailored Migration Packages

Bespoke Office 365 migration and management packages designed specifically for the finance sector, aligned with your compliance needs and budget.

London Based

Centrally located in the City of London, providing hands-on Office 365 migration and face-to-face support for finance firms.

Successful Migrations

Technical Accreditations

0K+

Users Migrated

Happy Clients

What we do

A complete Office 365 migration and management service — from initial audit and architecture design through to ongoing support and licence administration.

Email Migration

Complete migration of your existing email environment to Office 365 — mailboxes, contacts, calendars, distribution lists, shared mailboxes and public folders. Zero data loss, minimal downtime, fully verified before cutover.

Security & Compliance

Enterprise-grade security configuration including multi-factor authentication, advanced threat protection, data loss prevention, conditional access policies and compliance settings for GDPR, ISO 27001 and Cyber Essentials.

Multi-Device Sync

Seamless configuration across desktops, laptops, tablets and smartphones. Outlook, OneDrive and the Office 365 mobile apps set up on every device — with autodiscover enabled for effortless future connections.

Scalability

Office 365 grows with your business. Add or remove users instantly, scale storage as needed and access enterprise features without capital expenditure on hardware. We design your tenant for maximum flexibility from day one.

Spam & Threat Protection

Advanced anti-spam filtering, anti-phishing policies, safe links and safe attachments configured as standard. We eliminate the daily deluge of junk mail and protect your organisation against increasingly sophisticated email-borne threats.

Ongoing Support

Post-migration support including user onboarding, training, licence administration, troubleshooting and proactive system management. Flexible support plans from pay-as-you-go to fully managed services — always available when you need us.

UK financial services firms operate under strict FCA regulations governing client communications, data retention and information security. Every email containing financial advice, transaction records or client data must be archived, encrypted and compliant with regulatory requirements.

Cloudswitched delivers enterprise-grade Exchange Online solutions for UK financial services firms. We implement FCA-compliant email archiving, advanced data loss prevention, encrypted client communications and regulatory reporting tools — ensuring your firm meets every compliance obligation.

Finance in Surrey

Surrey provides a growing environment for finance businesses. Surrey is one of the UK's most prosperous counties, home to corporate parks around Guildford, Woking, Reigate, and the Thames Valley corridor. The county features a commercial landscape spanning technology, pharmaceuticals, corporate headquarters, creating opportunities for finance firms to build strong client relationships.

Why Finance Businesses Choose Surrey

Surrey offers finance businesses strong incentives to locate here. The county's position — 40 minutes by South Western Railway from Waterloo to Guildford station — provides access for finance firms meeting with clients and partners. Key landmarks including Surrey Research Park, Brooklands business park give the area a distinctive character.

Local Economy

The local economy in Surrey is characterised by strengths in technology, pharmaceuticals, corporate headquarters. Finance businesses in the county support this economic base, creating demand for specialist services.

Why migrate to Microsoft 365?

Understanding why finance businesses are moving their email to the cloud — and what a managed Office 365 migration involves.

Beyond just email

Microsoft 365 is far more than a cloud email platform. When you migrate to Office 365, your finance business gains access to Exchange Online for enterprise-grade email, OneDrive for cloud file storage, SharePoint for team collaboration, Microsoft Teams for video conferencing and instant messaging, and the full suite of Office desktop applications — all managed from a single admin console with built-in security and compliance tools.

A cloud email migration eliminates the need for on-premise Exchange servers, removes the hardware maintenance burden, and gives your finance team the flexibility to access email, files and collaboration tools from any device, anywhere. Microsoft handles the infrastructure, security patches and uptime — so you can focus on running your business.

Why use a managed migration service?

Email migration is technically complex. Moving mailboxes, calendars, contacts and permissions from one platform to another — while keeping email flowing and avoiding data loss — requires careful planning, DNS expertise, and experience with Microsoft's migration tools. A poorly executed Office 365 migration can result in lost emails, broken calendar sharing, disrupted mail flow and confused users.

Our managed Office 365 migration service handles every technical detail: mailbox mapping, batch migration scheduling, MX record cutover, SPF, DKIM and DMARC configuration, mobile device re-provisioning and user training. We've completed over 200 successful Microsoft 365 migrations for finance businesses and beyond — so we know exactly how to deliver a seamless transition.

Our Cloud Email for Finance

FCA-Compliant Email Archiving

Retain all client communications in immutable archives meeting FCA record-keeping requirements with full search and retrieval for regulatory enquiries.

Client Data Encryption

Protect client financial data, investment recommendations and transaction records with end-to-end email encryption and rights management.

Complete Migration & Management

From pre-migration audit through implementation, security configuration and ongoing support, we deliver a comprehensive Office 365 service that covers every aspect of your finance business email environment.

Ready to move your finance business to Office 365?

Get a free migration assessment

Finance businesses turn to us when

Their current IT provider does not understand FCA regulatory requirements or the urgency of trading floor issues

They have experienced downtime on Bloomberg or trading platforms and their provider was too slow to respond

They need to demonstrate robust IT controls and audit trails for FCA compliance reviews

Their cyber security posture is not sufficient for the level of threat targeting financial services

They are expanding their London office and need infrastructure that supports low-latency trading and secure client data handling

They need PCI DSS compliance for payment processing and their current setup has gaps

Their disaster recovery plan has never been properly tested and they worry about regulatory scrutiny

They are migrating from legacy on-premises systems to cloud but cannot afford disruption to client-facing operations

They need a technology partner who can speak confidently to regulators and auditors about their IT environment

Our process

A proven five-stage process that delivers stress-free Office 365 migrations with minimal disruption to your business.

Identify

We appreciate the individuality of your business and truly get to know you. We offer an initial consultation to identify and understand your unique business needs, current email environment and migration requirements.

Design

We design and architect your new Office 365 email structure, 100% tailored to your business requirements — including tenant configuration, user provisioning, security policies and licensing.

Implement

We take care of the implementation from start to finish — migrating all your data, configuring DNS, setting up devices and executing the cutover with minimal downtime to keep you moving.

Optimise

We test and optimise your new email system to promote ultimate performance and efficiency — verifying data integrity, refining security settings and ensuring every feature is working correctly.

Support

We provide ongoing assistance including licence administration, user training, data spring cleans and proactive system management to ensure the best and most cost-effective use of your new email platform.

Security and Efficiency

Scale-Ability Freedom

Minimised Downtime & Maximised Reliability

Say Goodbye to Spam

Why choose Cloudswitched for finance Cloud Email?

Over 15 years supporting UK financial services firms with compliant email solutions

Deep expertise in FCA, PRA and MiFID II email compliance requirements

Advanced data loss prevention and encryption for financial communications

Regulatory audit support with comprehensive email search and retrieval

London-based team with financial services sector security clearances

What's included in our Cloud Email service

Pre-Migration Audit

A comprehensive review of your current email environment -- including server infrastructure, mailbox sizes, distribution lists, shared mailboxes, public folders, mail flow rules and third-party integrations. We assess every element that needs to be migrated and identify potential issues before they become problems. We also document your DNS configuration, review your domain registrar settings, assess bandwidth requirements for the migration and produce a detailed migration plan with timelines, risk assessments and contingency procedures.

Architecture & Design

Based on the audit, we design your new Office 365 environment from the ground up -- tenant configuration, domain verification, user provisioning, group structures, shared mailbox setup, distribution lists and mail flow rules. Every element is designed to match your business requirements and workflows. We also plan your licensing structure to ensure you get the features you need at the most cost-effective price point.

Data Migration

The core of our service -- migrating all your email data including mailboxes, contacts, calendars, tasks, notes and folder structures to Office 365 with zero data loss. We use enterprise-grade migration tools that handle large volumes of data efficiently while maintaining full fidelity of your existing email archive. The bulk data transfer runs in the background while your existing system remains active.

DNS & Domain Configuration

Correct DNS configuration is critical for email delivery, security and compliance. We manage the complete DNS cutover including MX records, SPF records, DKIM signing, DMARC policies and autodiscover records -- ensuring your email routes correctly and passes all authentication checks from day one. We test thoroughly before and after every DNS change.

Security Configuration

We configure comprehensive security settings for your Office 365 environment -- multi-factor authentication for all users, conditional access policies, advanced threat protection, anti-phishing policies, safe links, safe attachments and data loss prevention rules tailored to your industry and compliance requirements. Audit logging and alert policies for suspicious activity included.

Multi-Device Setup

We configure Office 365 across all your devices -- desktop computers, laptops, tablets and smartphones -- ensuring seamless synchronisation of email, calendars and contacts. Whether your team uses Windows, macOS, iOS or Android, we set up Outlook and the Office 365 mobile apps for every user. Autodiscover configured so new devices connect automatically.

User Training & Onboarding

We provide practical training sessions -- in person or remote -- covering Outlook, OneDrive, SharePoint, Teams and the full Office 365 suite. Training is tailored to your team's existing skill level and focused on the features that deliver the most value to your business. Written guides and quick-reference cards provided for every team member.

Ongoing Support & Administration

After migration, we provide ongoing technical support and system administration -- adding and removing users, managing licences, configuring new shared mailboxes, troubleshooting connectivity issues, handling security incidents and keeping your Office 365 environment optimised and up to date. Flexible support plans from pay-as-you-go to fully managed services.

Why Cloudswitched for Cloud Email?

We combine deep IT expertise with hands-on migration experience to deliver Office 365 projects that are on time, secure and stress-free.

IT company, not just a reseller

We don't just sell licences and walk away. As an established IT company, we understand DNS, mail flow, security policies, compliance and server decommissioning. Our engineers handle the deep technical complexity so you don't have to.

Fixed fees, transparent pricing

Our migration and management fees are clear and fixed upfront. No hidden costs, no per-mailbox surcharges that inflate as you grow. You know exactly what you're paying before we start, and we always recommend the most cost-effective licensing for your needs.

Zero data loss guarantee

Every email, contact, calendar entry and folder structure is migrated with full fidelity. We verify data integrity after every migration and maintain access to your old system as a safety net until you're completely satisfied everything has transferred.

End-to-end service under one roof

From initial audit and architecture design through migration, security configuration, device setup and ongoing support — everything is handled by our in-house team. No subcontractors, no handoffs, no gaps in accountability.

Enterprise-grade security expertise

We configure multi-factor authentication, advanced threat protection, data loss prevention and compliance policies as standard on every migration. Your Office 365 environment will be secured to enterprise standards, regardless of your company size.

Named account manager

No ticket queues or call centres. You get a dedicated account manager who understands your business, your email environment and your specific requirements — available by phone, email or video call whenever you need them.

No lock-in contracts

We don't tie you into long-term agreements. Our clients stay because of the quality of our service, not contractual obligations. Month-to-month support with 30 days' notice — we earn your trust every single month.

Minimal downtime migrations

Our staged migration approach means the bulk of your data is transferred in the background while your existing system remains fully operational. The actual cutover is planned for minimal disruption — typically outside business hours — so your team barely notices.

Microsoft certified engineers

Our migration engineers hold current Microsoft certifications and have collectively completed hundreds of Office 365 migrations. From simple 10-mailbox setups to complex multi-domain enterprises with thousands of users, we have the expertise for any scenario.

Technology Infrastructure for Finance in Surrey

For finance organisations in Surrey, technology infrastructure is a critical business enabler. The county provides good base connectivity, but finance firms frequently seek specialist configuration to meet industry-specific requirements.

About Surrey

Surrey is one of the UK's most prosperous counties, home to corporate parks around Guildford, Woking, Reigate, and the Thames Valley corridor. Global technology and pharmaceutical companies maintain substantial operations here, including the Surrey Research Park near the University of Surrey. The county's excellent motorway connections via the M25 and M3 and fast train services to Waterloo make it a prime location for head offices and regional centres.

Key industries: technology, pharmaceuticals, corporate headquarters, financial services, professional services, defence

Getting here: 40 minutes by South Western Railway from Waterloo to Guildford station

County

Surrey

Near Surrey Research Park, Brooklands business park

Compliance We Support

FCA SYSCPCI DSSGDPRMiFID IISwift CSPCyber EssentialsISO 27001

Industry

Email Hosting for Finance

email hosting for Finance

Professional email hosting built for finance organisations with custom domains, generous storage, and enterprise-grade security. Keep your communications reliable and your data protected.

Location

Microsoft 365 Email in Surrey

Microsoft 365 email Surrey

Microsoft 365 email setup and migration for Surrey companies. Get professional email with Outlook, calendar sharing, and seamless integration with Teams, SharePoint, and OneDrive.

Frequently Asked Questions

Got questions about Cloud Email and Office 365 for finance businesses? We've answered the most common ones below.

Do you understand FCA IT requirements for regulated firms?

Yes. We support multiple FCA-regulated firms across London and understand the systems and controls requirements under SYSC, including access management, change control, data governance, and incident reporting. We help you maintain the documentation and audit trails that regulators expect during supervisory visits.

Can you support Bloomberg terminals and trading platforms?

Absolutely. We manage the network infrastructure, connectivity, and desktop environments that Bloomberg, Reuters Eikon, and proprietary trading platforms depend on. Our priority response SLAs during market hours ensure trading operations are never left waiting for technical support.

How do you handle disaster recovery for financial firms?

We design and implement business continuity and disaster recovery solutions that meet regulatory expectations, including failover infrastructure, replicated data, and documented recovery procedures. Critically, we conduct regular DR tests and produce the evidence your compliance team needs for regulatory reporting.

Can you help us pass compliance audits and due diligence reviews?

We provide comprehensive documentation of your IT environment, security controls, and operational procedures. We prepare audit packs, attend review meetings alongside your compliance team, and remediate any findings promptly. Our clients consistently pass FCA supervisory reviews and client due diligence assessments.

What's included in Office 365

Office 365 is far more than just email. Here are the core applications and services your business gets access to with a migration to the Microsoft cloud.

Exchange Online

Business-class email with 50 GB mailboxes, shared calendars, contacts and tasks. Enterprise-grade reliability with a 99.9% uptime SLA, built-in anti-malware and anti-spam filtering, and powerful search across your entire mailbox archive.

OneDrive for Business

1 TB of personal cloud storage per user for secure file storage, sharing and collaboration. Access your files from any device, co-author documents in real time and maintain full version history with automatic backup and sync.

SharePoint Online

A secure intranet and collaboration platform for your organisation. Create team sites, share documents, build workflows and manage company-wide content — all accessible from any browser with granular permission controls.

Microsoft Teams

Unified communication and collaboration — chat, video conferencing, voice calling and file sharing in one application. Replace multiple tools with a single platform that integrates seamlessly with the rest of your Office 365 environment.

Microsoft 365 Apps

The full desktop and web versions of Word, Excel, PowerPoint, Outlook and OneNote — always up to date with the latest features. Install on up to five devices per user and work offline with automatic cloud sync when you reconnect.

Advanced Security

Built-in threat protection, data loss prevention, encryption, audit logging and compliance tools. Meet regulatory requirements for GDPR, ISO 27001 and Cyber Essentials with enterprise-grade security that scales with your business.