Data Security Practices

At Newcroft Advisory, safeguarding your information is a responsibility we take with the utmost seriousness. From the moment you share documents, draft plans, or proprietary data with us, that material is treated as if it were our own, stored only in secure, encrypted systems and accessed exclusively by authorised members of our team. We leverage reputable, industry-standard cloud platforms with robust encryption both in transit and at rest, ensuring that your insights, research data, and strategic materials remain inaccessible to anyone outside our collaboration.

We also maintain strict internal controls: only those actively working on your project have access to your files, and we regularly audit permissions to confirm that access is appropriately limited. Any sensitive notes, client communications, or draft deliverables reside in password-protected environments, with multifactor authentication required for entry. When it comes to backups, we follow a “least privilege” approach: backups are encrypted, retained only as long as necessary for business continuity, and securely purged once they are no longer needed.

Beyond technical measures, we believe data security is as much about process as it is about technology. That’s why we train our team regularly on best practices, identifying phishing attempts, recognising social engineering risks, and adhering to clean-desk policies when working in shared or public spaces. Should any question or incident arise, we commit to transparent, timely communication and, where appropriate, a swift, coordinated response to mitigate any risk. In every engagement, our goal is the same: to provide you with confidence that your data is protected, your privacy is respected, and our advisory insights remain a secure foundation for your success.