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.
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