We prioritise transparent and professional communication, always safeguarding sensitive information. Our key communication channels include Secure Internal Emails for reliable information exchange, direct phone lines for real-time dialogue, Microsoft Teams for collaborative discussions, and Zoom for virtual interactions.

We adhere to a comprehensive data security framework: Clear Desk Policy: Our longstanding paperless approach ensures all client data remains secure. Computer Protocol: Every device features a guest and a secure work profile, with screens timing out after 10 minutes of inactivity. Password Management: We use trusted tools like LastPass 1Password and avoid browser-based storage, ensuring all credentials are protected.

Our stringent measures include: Printing: Only office managers can print confidential documents, which are shredded after use. Mobile Devices: A firm policy restricts mobile devices near workstations to bolster security. Data Transfers: Downloading to external devices is disabled, eliminating the risk of unauthorised transfers.

Our pricing structures are carefully designed to reflect the scope of services you require, the expertise of our personnel assigned to your tasks, and the intricacies of the duties involved. After an in-depth discussion about your needs, we'll be pleased to offer a bespoke quote tailored just for you.

Starting with us is simple yet thorough. We'll start with a conversation to fully grasp your needs and identify how we can offer the best support. Then, as a testament to our confidence in our services, we propose a 30-day trial. If we align with your expectations, we'll transition to a formal agreement, which will be revisited after six months for mutual feedback and refinements.

At Consenta, onboarding isn't just a process; it's a journey of mutual discovery. Once we align with your requirements, we craft a personalised onboarding plan. This involves the nitty-gritty of system integration, getting acquainted with our dedicated team, and establishing clear communication channels. Crucially, we delve deep to understand your administrative and paraplanning procedures, research methods, and client interactions to ensure seamless and effective collaboration.