How Henderson Stone Secured Client Data and Saved Time With Mailock

In financial services, every communication carries weight - especially when it involves sensitive client information. For firms like Henderson Stone, keeping email secure is non-negotiable.

When traditional tools like password-protected documents and legacy email encryption systems started falling short, Henderson Stone set out to find a better way to communicate with confidence.

This case study explores how the firm adopted Mailock to streamline secure communications, enhance client experience, and reduce costs.

Who Are They?

Henderson Stone is a Glasgow-based financial advisory firm providing bespoke wealth planning and protection services to individuals, families, and businesses across the UK.

Part of Quilter Financial Planning, an award-winning UK network of advisers, and with decades of experience, their team delivers financial guidance designed to support clients at every stage of their financial journey.

The Challenge

Before Mailock, Henderson Stone relied on a combination of password-protected PDFs and a commonly-used secure email software.

But clients found the experience clunky - especially those less comfortable with technology.

Downloading attachments, setting up passwords, and navigating unfamiliar portals introduced friction.

There were also limitations around file sizes, inconsistent delivery, and a heavy admin burden for the team.

"We used to send everything by post or protect documents with passwords. Clients had to enter passwords for each file - it was a pain for them and us."

Sonia, Operations Team, Henderson Stone

The Solution

After trialling Mailock, the team quickly saw the benefits of switching to a platform that integrates directly with Outlook, making it easy to send encrypted emails from the tools they already use.

With support from Beyond Encryption, the setup process was smooth.

The firm’s Operations Lead coordinated the onboarding and training sessions, supported by a hands-on walkthrough from the Mailock team.

"We had a trial period, and an internal session to walk through how it works. Everything was really simple. That’s why we went ahead with it."

Sonia, Operations Team, Henderson Stone

Today, the team uses Mailock to protect daily client communications - no more password juggling or clunky portals.

The Outcome

Smoother Operations

Time savings: Secure emails are sent in a few clicks, no extra steps needed
Client clarity: No confusion over passwords or portals
Cost reductions: Less reliance on post or paper processes

"It's saved us so much time and money. And we’re no longer worried about whether something's secure - we just know it is."

Sonia, Operations Team, Henderson Stone

Client Trust and Simplicity

Clients who had experienced older systems like passworded attachments or legacy encryption systems were quick to notice the difference:

"Clients have said it’s really simple. They’ve seen our process evolve and say Mailock is by far the easiest."

Sonia, Operations Team, Henderson Stone

Responsive Support

When an issue came up with attachments, the Mailock support team responded instantly.

The Beyond Encryption support team, quickly resolved the issue on a call.

"Rob sorted it in five minutes. He was brilliant - really knew what he was doing, and didn’t make me feel silly at all."

Sonia, Operations Team, Henderson Stone