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Financial Advisers

Secure email for
financial advisers

Exchange messages and attachments easily and securely. Do your duty to protect sensitive client information.

  • Accepted by Tier 1 UK providers
  • FCA, ICO and GDPR compliant
  • Free secure email for clients
Financial advisers using mailock to communicate with customers

Outbound security

Save yourself some
awkward client calls

Protect sensitive email information

Are you ready to tell a client, "your information's been stolen - your money's gone"? Save yourself some awkward calls by keeping confidential emails safe.

  • Encrypt: Secure emails and attachments to prevent interception
  • Identify: Set challenges so only the right people can gain access
man worried about his data being lost on phone call

Operational efficiency

“Can’t you just
email it to me!?”

Empower clients to respond

Advisers and clients have used email for years, but when it comes to sensitive information it’s too much of a risk to “just email it.” With Mailock, clients can send safely while they use your services.

  • Unlimited replies to secure emails you send as a Pro user
  • 5+ secure email sends for your recipients as Free users
Couple doing their finances on the sofa with laptop at home


Regulatory guidance

Do right by clients and data regulators.


“Personal data shall be: processed in a manner that ensures appropriate security of the personal data, including protection against unauthorised or unlawful processing and against accidental loss, destruction or damage, using appropriate technical or organisational measures ('integrity and confidentiality').”
GDPR, 2021

ISO 27001

“You should use encrypted communication channels when transmitting personal data. When storing or transmitting personal data, you should use encryption and ensure that your encryption solution meets current standards.”
— ICO, 2021


Keep a copy of relevant electronic communications, made with, sent from or received on equipment: (1) provided by the firm to an employee or contractor; or (2) the use of which by an employee or contractor has been sanctioned or permitted by the firm.
FCA, 2017


“An investment firm shall have sound security mechanisms in place to guarantee the security and authentication of the means of transfer of information, minimise the risk of data corruption and unauthorised access and to prevent information leakage maintaining the confidentiality of the data at all times.”
ESMA, 2021


Who wants to ring a client and say, "your account's been hacked"?

Although email is a simple way to share information, we should always be aware that unencrypted emails can easily be intercepted.

 Ian McKenna  FTRC
Client finding out their accounts have been hacked and worrying


Protect clients. Email data securely.

Accelerate client comms while protecting data from human error and interception.



Use our Windows Outlook add-in, our secure web app, or integrate Mailock at server level (cloud/on-premise).


AES-256 encrypted

Encrypt confidential emails and attachments to prevent interception and comply with FCA/ICO guidance.



Verify ID with a range of authentication challenges including SMS, Question and Answer, and Unipass Identity.

FCA compliant

Record audit trails for all message activity. FCA guidance says auditable comms are essential.


Full revoke

Sent to the wrong person? Revoke access immediately regardless of the receiving email provider.

"Clients love it!"

No more waiting around for posted documents or client portal pick-up supercharges client processes.

How it works


1. Encrypt

Start a secure email from your desktop email client or your web browser. Set a challenge so only the right people gain access.

Start a secure email with a button in your email client

2. Connect

Recipients click ‘Open’ on the notification delivered to their inbox. They’ll answer your challenge in our browser app, or, if they're trusted, they’ll open and read right away.

Enter the code to unlock your secure email

3. Engage

Our browser app works just like an email client. Recipients download files, compose, attach, and reply. Their replies will be automatically decrypted to your inbox.

Secure read pane in Mailock web app
Start a secure email with a button in your email client
Enter the code to unlock your secure email
Secure read pane in Mailock web app

Download the Mailock
Pro Data Sheet

Man using laptop to communicate with clients in office

Protect client info

Communicate securely by encrypting your client emails and attachments. Enable multi-factor authentication to make sure only the intended recipient can open emails. Use Full Revoke as a last resort option to block access.

Couple doing their finances in the kitchen at home and smiling

Increase efficiency

Have your clients asked, "can't you just email it"? Send documents with full audit trails and deliver on your service commitments immediately, without the inefficiencies of postal mail. Save time, save cost, and save paper.

Financial adviser working with customer on laptop

Maintain compliance

The FCA advises that all sensitive information sent off site should be encrypted and records should be kept for client communications. Secure data and track activity with full audit trails of open, read, and document access.

Financial adviser working in office with laptop

Mailock Pro

Let's get started?

Start a 14-day trial to secure your comms.

Case studies

  Hear from our users

3 min read
Thanks wealth planning reviewing email security
11 11 22

Securing Client Communications At Thanks Wealth Planning

Personal information is abundant within financial services. This case study shows how Thanks Wealth Planning increased security for their communications.

3 min read
IT team managing secure email software integration
22 07 22

How Mailock Secures Sensitive Emails At Genius Wealth Management

How Mailock Secures Sensitive Emails at Genius Wealth Management. Did you know that 70% of financial firms in the UK experienced cyberattacks in 2020?

2 min read
How Aegon Saved an Estimated 270 Tonnes of CO2 Using Unipass Mailock
08 04 22

How Aegon Saved An Estimated 270 Tonnes Of CO2 Using Unipass Mailock

Learn how Aegon, a leading provider of life insurance, pensions and asset management, saved an estimated 270 tonnes of Co2 using Unipass Mailock.