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We operate a paperless business and any paperwork we receive is scanned to your file and destroyed using an industry standard cross-cut shredder. Client files and other documents are stored and managed on our Dropbox for Business account, which has military grade encryption for data in transit and at rest. For additional security, the desktop, portable, and mobile devices we use to manage your data have full disk encryption. Passwords are updated regularly and never written down. For more information, read our Privacy Policy and the Privacy Notice.



Our emails are protected by TLS 1.3. Transport Layer Security (TLS) is a communication security protocol for email servers. If we send you an email and the word ‘Encrypt’ is in the subject field, the message will be transmitted via TLS. If your email server does not support TLS, the message will not be delivered.

Click here to see if you email supports TLS.

If the subject field does not include the word ‘Encrypt’, our email server will use opportunistic TLS. It will attempt to send the message via the highest level of encryption. If the receiving server does not support encryption, the message is sent unencrypted.


The Client Portal is a secure online document store hosted by Dropbox Business. It is available by default to clients of our Money Management Service. We can share the Client Portal directly with Dropbox users or we can share a link for non-users, which can be saved as a web browser favourite. Email notifications will also provide links to relevant documents in the portal.

If you do not have a Dropbox account and you want to send us a file securely, we can email you an upload link.

You can open a free Dropbox account here and follow the instructions onscreen to download the desktop app. You can follow the link in the top right corner of our website to download the mobile app.

The Client Portal uses the same 256-bit encryption and physical security policies as banks and financial institutions. It employs multiple methods of keeping your data secure both in transit and at rest. Using SSL, every communication is sent over a secure, encrypted connection. Additionally, data is always stored encrypted when at rest.


Most websites visited will use cookies in order to improve your user experience by enabling that website to ‘remember’ you, either for the duration of your visit (using a ‘session cookie’) or for repeat visits (using a ‘persistent cookie’). Cookies are small text files that can be used by websites to make a user’s experience more efficient.

Cookies do lots of different jobs, like letting you navigate between pages efficiently, storing your preferences, and generally improving your experience of a website. Cookies make the interaction between you and the website faster and easier. If a website doesn’t use cookies, it will think you are a new visitor every time you move to a new page on the site – for example, when you enter your login details and move to another page it won’t recognise you and it won’t be able to keep you logged in.

Cookies may be set by the website you are visiting (‘first party cookies’) or they may be set by other websites who run content on the page you are viewing (‘third party cookies’)

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission.


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