Confidentiality, quality and secure handling
Your clients trust you with sensitive information. Here is how we approach protecting it, in plain terms.
Confidentiality first
A signed NDA and a written service agreement are put in place before any client data is shared. We do not use your data for any purpose other than your engagement.
Restricted access
Information is shared only with the team members assigned to your work, and access is limited to what each task requires.
Quality control
Work follows documented checklists and passes a qualified reviewer before hand-over. Open points are logged and shared with you rather than assumed.
Secure document handling
We agree a secure transfer channel with each partner before files move. We ask that sensitive financial documents are not sent by ordinary email or through our website forms.
Our commitments
What you can expect
- We do not contact your clients unless you ask us to.
- On completion, we return or delete engagement data on request, subject to legal obligations.
- We tell you promptly if we become aware of an incident affecting your data.
- We make no claim of third-party certification on this website.
- Where local law requires a locally authorised professional to sign or file, that step remains with your team.
This website
How enquiries are handled
The enquiry forms collect only the information needed to reply: name, email, firm details and your message. They are emailed to us and recorded on our website server, which is accessible only to us. See our Privacy Policy for details.
Questions about data handling?
Ask us before you share anything. We are happy to walk through the process on a call.