Sole traders and small businesses
Keep client details safer when work and personal accounts share a laptop, phone or home network.
Professional and enhanced personal security
Enhanced Personal Security for Professionals
When your name is tied to a business, a public role or client relationships, a personal account compromise can quickly affect your work. Osborne & Davies Digital Guard helps professionals reduce that exposure with practical, discreet security support.
For sole traders, small business owners, charities, healthcare, legal and financial professionals, public-facing individuals and high-net-worth clients in London, Croydon and beyond.
Who we help
Who This Enhanced Service Is For
Professional account protection starts with the way you work and the information you handle. We keep the review grounded in your day-to-day setup.
Confidentiality-led roles
Legal, financial, healthcare and charity workers can review how sensitive files are stored and reached.
Public-facing individuals
Reduce the personal details that make it easier to imitate your role or contact people around you.
High-net-worth clients
Review targeted approaches, account recovery routes and privacy exposure with appropriate discretion.
Trust is often the target
Email Impersonation and Targeted Phishing
Targeted messages can borrow real names, active projects and familiar supplier details. That context can make a false payment request or document link look routine.
We help you set verification habits for payment changes, document requests and access updates, then reduce public details that could make an imitation more convincing.
Have a consistent response plan. It helps people pause, verify and report a suspicious message before acting.
Explore phishing and scam preventionPut a pause before the action
Use a known route to check unusual requests. The message itself is not proof.
- Call a known number before accepting changed bank details.
- Confirm urgent file or access requests through a separate channel.
- Keep signatures and out-of-office replies limited to necessary details.
- Agree who should be told if a message appears to impersonate you.
Practical controls
Protecting Confidential Client Information
Client data security depends on everyday choices: where files live, who can open them and how they leave your device. Start with the basics.
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Separate work and personal access
Use distinct accounts and storage where practical, so a personal sign-in does not become the route into professional files.
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Control access to sensitive documents
Review device locks, account permissions and encryption settings for files containing client or patient information.
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Share and dispose of files carefully
Use appropriate sharing permissions, check recipients before sending, and remove old copies securely when they are no longer needed.
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Check who else can reach the device
Consider household members, colleagues and shared computers when deciding where confidential information should be kept.
Protect the moment money moves
Payment Fraud Prevention
Invoice diversion and changed bank details rely on people acting before they verify. Put the checks in place before a request arrives.
If a payment may have gone wrong
Contact your bank using its established number as soon as possible. Tell the relevant business contacts, preserve the messages and note what was sent or changed.
Verify bank detail changes
Call a contact number you already hold, not one supplied in the change request. Confirm the payee and account details before authorising a transfer.
Secure banking access
Use multi-factor authentication where available and keep recovery details separate from the inbox used for payment instructions.
Review the details people can find
- Name, role and workplace listings
- Public contact details and directories
- Social profiles that reveal work patterns
- Changes after a new role or public profile update
Less exposed, easier to verify
Reducing Public Privacy Exposure
Public information can help someone write a more believable approach or guess which contact route you use. A privacy review identifies what is visible and where simple changes may reduce exposure.
Keep a professional contact channel separate from personal accounts and numbers where possible. Revisit public listings when your role or profile changes.
For high-net-worth identity protection, the review can also consider which details are unnecessary for public display and how targeted enquiries should be checked.
See personal privacy protectionPrivate by design
How a Discreet Consultation Works
We agree the scope before any review begins. You decide which contact route suits the conversation.
Choose how to speak
Start by telephone or email, or tell us which channel you prefer. There is no obligation to proceed.
Agree the scope in writing
Set out what is covered, what is outside the review and how information will be handled before work starts.
Receive private findings
Get a clear priority order and practical next steps, with documentation kept to what the agreed work requires.
A considered first conversation
Request a Private Conversation
Tell us the professional context and the level of discretion you need. Osborne & Davies Digital Guard is based at 322-324 Old Lodge Lane, Croydon, London, CR8 4AQ.