How Cloud2IT Supports Walmsley Financial Planning’s Day-to-Day and Long-Term Success

Client: Walmsley Financial Planning
Industry: Financial Services
Website: walmsleyfinancialplanning.co.uk
Based in: Lancaster, serving clients across Lancashire and beyond
Cloud2IT Services: Managed IT support, VoIP, hardware management, office setup

About Walmsley Financial Planning

Founded by Pete Walmsley in 2015, Walmsley Financial Planning helps business owners build a more secure financial future. Based in Lancaster, Pete and his growing team work with clients across the North West and beyond — always with a down-to-earth approach that puts long-term relationships first.

“I get to pick my clients. I’ve got people I go golfing with, running with, dog walking with — it just makes sense to work with people you get on with.”

From retirement planning to investment advice, Pete’s clients trust him because he’s honest, approachable, and never tries to fit people into a one-size-fits-all box. But when it came to technology, Pete needed someone he could trust.

The Challenge

When Pete first started his business, it was just him and a laptop.

“I’m useless with computers. I can get around them, but they frustrate me no end.”

As the business grew, so did the need for reliable IT support. Pete didn’t have time to waste solving tech problems — and he didn’t want to risk letting down clients because of IT issues.

IT Support for Vets
Lancashire IT Support for Financial Advisors

Enter Cloud2IT

Pete met Cloud2IT founder James at a local networking event and was immediately impressed by his friendly, no-fuss approach.

“I thought he’d only want to work with big companies, but James said, ‘No, I can help you get set up and we’ll take it from there.’”

That conversation led to a long-term partnership. Over the years, Cloud2IT has supported Walmsley Financial Planning through office moves, team expansion, and day-to-day tech challenges.

Services provided include:

  • Fully managed IT support

  • VoIP phone system setup and ongoing support

  • Procurement, installation, and maintenance of hardware

  • Office move setup — internet, systems, cabling, everything

  • Rapid response when anything goes wrong

“If my laptop breaks, a new one turns up and the old one gets taken away and fixed. My business doesn’t stop.”

A Trusted Partnership

What makes the relationship work? It’s personal. Pete knows the Cloud2IT team by name — James, Jamie, Connor, and Aiden — and they know his business inside out.

“I didn’t know James before I became a client. Now we’re mates. He looks after my dog sometimes — his mum even looks after both our dogs!”

It’s more than service. It’s peace of mind from people you trust.

Financial Advisor IT Services

The Outcome

With Cloud2IT handling everything tech-related, Pete and his team can focus on what they do best: helping clients plan for their financial future.

✅ Fast, responsive support
✅ Seamless office move and setup
✅ All hardware and systems managed in one place
✅ Great value and consistent service

“I haven’t come across anyone else offering this level of service for the money. I don’t see why you’d go anywhere else.”

IT Support in the North West

Whether you’re a growing financial firm or a busy business owner, Cloud2IT offers simple, reliable, no-nonsense IT support that just works.

“If it’s to do with a computer or above, I just go to them.”