Secure correspondence

Secure correspondence

We have a wealth of experience in dealing with confidential and sensitive information, so you can rest assured that your confidentiality and financial security are of the utmost importance to us.

Contact us securely

You can contact us in one of these ways:

Email

You can contact us by email, info@annewray.org. However, this is not considered secure, so confidential or sensitive data should only be sent if encrypted.

Secure Document Upload

You can upload digital documents to us via our secure online form .

Tax Returns

To send us your tax return information and associated documents our secure online tax questionnaire

Update your information and more

We have a secure portal, where you complete a fact find to update your circumstances. We can also send you recommendations, application forms and other correspondence via the portal or Docusign

Meetings

Meetings can be conducted online, by telephone or in our office.

We’ll work with you in the way that suits you best to deliver honest and professional advice in a safe, secure manner.

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It is to meet the new General Data Protection Regulation (GDPR), which builds on previous data protection legislation and comes into effect on 25th May 2018. It is designed to protect the public from receiving marketing materials they haven’t asked for.

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We’re very proud of our ethical approach, we will not pass your details to any third party. Your information will be stored securely and used to contact you with news and information which we hope will be of interest.

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