Protecting our clients’ personal and business information that we hold electronically is something we take extremely seriously. The information we hold is on secure UK servers and we continuously review our IT policies to ensure data protection legislation is adhered to.

Although we accept the convenience of corresponding via email, our preferred method of transferring data is through our customised Online Client Portal, designed for useful and comprehensive access to documents.

This Secure File Transfer Protocol (SFTP) site ensures a secure transfer of information, removing the issue of file sizes and email delivery delays.

Our Client Portal can be accessed directly through our website or app, on any internet enabled device.

A tailored approach is taken for this valuable technology, which is offered free of charge to our clients.

The benefits of using our portal include:

  • Secure online transfer of information
  • User friendly and easily accessible
  • Instant receipt of data
  • 24/7 online access
  • Multiple users available

To utilise our secure online portal, email or call 023 8046 1255 and receive a unique username and password.


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