Financial Records Retention

Secure Data Management has over 25 years experience providing offsite document storage to prestigious financial organisations throughout London and the UK. The necessity to retain and appropriately audit these records is now more important than ever.

The minimum retention period for important financial documents is 6 years, but many blue-chip organisations opt to keep their files indefinitely as a safeguard against malpractice. We at Secure Data Management understand the critical nature of all business’ files and as such, store them in the best possible conditions in our secure, ex-MOD data compounds.

We take our records management seriously… ask our clients.

Types of Accounting Records

In a government produced report, entitled Records Management Retention Scheduling, the scope and nature of accounting records that must be safely retained are examined.

Some of the types of business’ financial documents included are:

  • Bank accounts
  • Expenditures
  • Receipts
  • Ledgers
  • Revenue
  • Services
  • Payslips

Our Financial Expertise

We provide bespoke offsite document storage solutions to an impressive portfolio of financial institutions.

If you would like to hear directly from one of our clients about how we have improved their storage functions just get in touch for a reference.