Cyber threats are a growing concern for businesses and individuals alike. The National Cyber Security Centre estimates that 7.7 million cyber crimes affected UK businesses last year—that’s nearly half of all businesses. We refuse to be part of that statistic.

How This Protects You

As a financial planning firm, we handle your sensitive personal data every day, and keeping it safe is our top priority. Our Cyber Essentials Plus accreditation means you can trust that your information is protected against cyber threats. Here’s how it safeguards you:

• Your data is protected from malware – Our systems are secured against viruses, ransomware, and cyber threats.
• We ensure secure system configurations – All devices and software are set up correctly to prevent security weaknesses.
• Strict access controls keep your information private – Only authorised personnel can access sensitive data.
• Regular updates eliminate security gaps – We continuously update our software and systems to remove vulnerabilities.
• Your online interactions with us are secure – Firewalls and encrypted connections keep your data safe from unauthorised access.

Our Ongoing Commitment to Security

As a St. James's Place Partner Practice, we hold ourselves to the highest standards—not just in financial advice but also in cybersecurity. Out of approximately 2,800 SJP practices, only around 2% are Chartered, and we are proud to be number 54. Achieving Cyber Essentials Plus is another step in our ongoing commitment to protecting our clients and their data. Cybersecurity isn’t a one-time certification—it’s a continuous commitment. We conduct regular security reviews, implement the latest updates, and ensure our staff stays fully trained on emerging cyber threats. 

Have Questions About How We Protect Your Data?

We understand that trust is everything when it comes to your financial information. If you’d like to know more about how we keep your data safe, we’re happy to discuss our security measures with you.