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Most firms run on Microsoft 365. Far fewer run it under control.
Licensing, identity, email, document storage and the security configuration that holds it all together, managed by one accountable team.
Wealth management and accountancy firms already live in Microsoft 365. Outlook carries the client correspondence, SharePoint and OneDrive hold the working papers, and Teams carries the conversations in between. The question for leadership is rarely whether to use it. It is whether the tenant is licensed sensibly, configured deliberately, and governed in a way you could explain to the FCA or the ICO without hesitation.
As a Microsoft Solutions Partner, we take ownership of the whole environment, not just the parts that are convenient. Identity, device enrolment, data retention and backup sit in the same conversation as licensing and support, because separating IT from security is where risk hides. When we take on a tenant we document what exists, remove what is not used, and bring the configuration to a standard we are prepared to put our name against. We refuse to inherit chaos and maintain it.
- A licensing position reviewed against actual use, so the firm pays for the seats and plans it needs and nothing it does not
- Identity managed centrally: multi-factor authentication, conditional access, and a controlled joiner and leaver process
- Independent backup of mail, OneDrive, SharePoint and Teams data, because Microsoft's built-in retention is not a backup
- Day-to-day support from the same team that manages the tenant, with an initial response window of 15 to 25 minutes for in-contract clients
Microsoft 365 management sits inside our managed service plans rather than being sold as a bolt-on, and it is covered by the 90-day money-back guarantee on Novix services. We are Cyber Essentials Plus certified, with ISO 27001 certification in progress for 2026, and the configuration standard we run is built to keep client tenants aligned with both.
faq
Questions leadership teams ask about Microsoft 365
We start with the audit, not the transfer. We document the
tenant as it stands: licences, users, mailboxes, shared data
and security settings. Unused licences are removed, duplicated
plans are consolidated, and the configuration is brought up to
our baseline. You see the findings before anything changes, so
the decisions stay with your leadership team.
Microsoft keeps the services running and provides limited
retention windows, but responsibility for the data itself sits
with the customer. That is Microsoft's own shared
responsibility position, not ours. We run independent backup
of mail, OneDrive, SharePoint and Teams data so that deleted
or corrupted information can be restored well beyond the
built-in windows, which matters when client records carry
regulatory retention duties.
For a regulated firm, Microsoft 365 is where client data
lives, so its configuration is a compliance matter as much as
an IT one. We set retention policies to match your
record-keeping duties, control who can access and share what,
and document the configuration, so questions from auditors,
the FCA or the ICO are answered with evidence rather than
assurances.
Your team contacts the same Novix team that manages the
tenant. For in-contract clients the initial response window is
15 to 25 minutes. We resolve the issue, and where a pattern is
forming we explain it and fix the cause, because we would
rather show your firm what good looks like than keep treating
the same symptom.