Sharing your financial data with us is secure and seamless. Whether it is paper
documents, files in a digital format, or data inside the financial software you
use, we have standard protocols that enable you to share it with us in a secure
way. We comply with ISO 27001 information security standards and we are also compliant
with the UK Data Protection Act 1998, ensuring complete security of your confidential
data. Here are some of the common ways our clients share their data with us.