Mailock For Advisers

Secure email

for financial advisers

Exchange emails and attachments with clients easily and securely. Protect sensitive data in line with FCA guidance.

Financial adviser using Mailock secure email to communicate with customers
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Keep clients informed

and protected

Mailock empowers financial advisers to securely email sensitive information while meeting FCA requirements.

  • Align with GDPR and Consumer Duty
  • Prevent misdirected emails and breaches
  • Delight clients on their channel of choice
meeting about secure email usage

Why Mailock?

Everyday benefits

Make secure communication part of your daily workflow.

Financial advisers sitting around table in modern office
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Communicate with confidence

Send and receive sensitive client information securely, straight from Outlook or your browser.

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Stay compliant

The FCA expects you to encrypt off-site client data and keep records. Mailock gives you the tools to remain compliant.

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Avoid awkward calls

Mistakenly sent an email? Revoke it instantly, even if it’s been opened - and stay in control of your communications.

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Build industry trust

Mailock integrates with Unipass, the identity platform used by product providers, platforms, and other firms.

Sending securely

How it works

1. Compose

Compose your email in Outlook or the Mailock web app.

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2. Challenge

Apply a recipient authentication challenge - choose from Unipass, SMS, or Q&A.

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3. Deliver

Send securely - clients receive your message just like a normal email, but fully protected.

Mailock recipient experience
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Mailock mobile challenges
Mailock recipient experience

Our community

Trusted by advisers nationwide

Trusted by thousands of professionals

Join a growing community of advisers using Mailock to deliver peace of mind and meet their regulatory obligations.

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Our financial services ecosystem simplified

Testimonial

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 Founder, FTRC
Financial adviser's client finding out their accounts have been hacked and worrying
250K+
Users
2.1K+
Companies
1.6M+
Recipients

More info

 Learn more

Adviser using Mailock pro on phone to client

Plans

Mailock Pro: features

Explore the full set of features for secure, compliant email tailored to small teams and individual advisers.

Mailock for Outlook

Integrations

Mailock for Outlook

Send and manage secure emails directly from your Outlook inbox with our easy-to-use add-in.

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Resources

Mailock case studies

See how other adviser firms are using Mailock to protect data and improve client communication.

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Questions?

Talk to us

Book a demo with our team or get started free to see how Mailock fits your workflow.

Questions?

FAQs, answered

Is Mailock suitable for independant advisers?

Yes - Mailock Pro is designed for individuals and small teams, with simple setup and no IT support required.

Do my clients need an account to read messages?

No - they can verify their identity and read your secure email in just a few clicks, without signing up.

Can I use Mailock in Outlook?

Absolutely - our Windows Outlook add-in lets you send and manage secure emails without changing your workflow.

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