Safeguarding your data
Crowe Financial Planning are committed to ensuring the highest standards of security and confidentiality for the information shared between us.
After careful consideration and in response to the ever-evolving landscape of cybersecurity threats, we are recommending that all future documents requiring signature or acknowledgement are sent to you via our Document Administration Secure Hub (DASH).
For correspondence containing secure information and/or documents that do not require any signatures from you, we are proposing that these are sent via our secure client portal. This move is aimed at fortifying the protection of your sensitive information and maintaining the trust you place in us as your financial advisors.
Our client portal and DASH offer a robust and encrypted platform that significantly reduces the risks associated with traditional email communications. By centralising our communications through these secure channels, we can better safeguard your data, ensuring that it remains confidential and protected from potential security threats.
Key benefits of using our client portal and DASH
We appreciate that not all clients will feel comfortable communicating with us through our client portal and DASH which we completely understand. Therefore, we will always check with clients to ensure that our communication methods align with their preferences.
As part of our commitment to transparency and security, we would like to share our official communication channels with you to reassure you when it is a genuine communication from Crowe Financial Planning.
An Email issued to you will come from the following email addresses:
DASH:
Risk Profiling Questionnaire:
From Crowe Financial Planning staff:
- [firstname].[lastname]@crowe.co.uk
