How a growing financial advisory group simplified expansion with Zen Systems
Independent Financial Advisory (IFA)
A multi-site financial advisory group operating across the South and Midlands of the UK was on a growth trajectory, frequently acquiring new firms and expanding its regional footprint. But with that growth came complexity—especially in managing multiple phone systems, IT networks, and internet connections across their locations.
Each new acquisition brought the same challenges:
Disconnected communications
Inconsistent networking
Lengthy setup and onboarding processes
Escalating costs with every new site
They needed a reliable, scalable solution to unify and support their expanding business.
Zen Systems delivered a comprehensive infrastructure overhaul, built for growth and reliability:
🔗 Hosted High-Availability 3CX System
Every location is connected to Zen Systems’ robust, cloud-based phone system—removing on-premise limitations and allowing users to be fully operational from day one.
⚡ High-Speed Redundant Leased Lines
Each site benefits from ultra-reliable internet connections with automatic failover, ensuring business continuity across the board.
🌐 Cisco Meraki Networking
All offices are linked via Meraki AutoVPN, allowing for secure, real-time communication and management across the organisation.
🏢 Plug-and-Play Expansion
Thanks to the streamlined process, every new site or acquisition follows a clear, repeatable path:
Install leased line
Deploy Meraki device
Auto-connect via VPN
Connect phones to hosted system
Begin work—no delays, no surprises
With Zen Systems, this financial group can now scale without infrastructure getting in the way. The onboarding of new acquisitions is frictionless. Phones, internet, and networking “just work.” There’s no need to re-architect systems every time the business grows.
Their IT and telecoms are no longer a bottleneck—they’re a strategic enabler.
Challenge: Complex IT and phone setup with every new acquisition
Solution: Zen Systems provided high-availability 3CX, high-speed leased lines, and Meraki-based networking across all sites
Outcome: Rapid expansion with consistent, high-performance communications across the business
Zen Systems helps growing businesses like this IFA group to:
Onboard new locations in days, not weeks
Unify telecoms and networking under one roof
Eliminate growing pains from IT and phone systems
Enable M&A activity without operational disruption
Let us help you build infrastructure that grows with your business.
👉 Book a consultation with Zen Systems