Our proven service specifically tailored for the financial sector ensures a seamless document management experience.

The financial industry produces and manages large volumes of financial records and paperwork. It is essential to efficiently store and handle these records to comply with regulations, serve clients effectively, and maintain operational efficiency.

Storing and retrieving physical records offers a reliable and tangible method to protect important data from harm or loss and guarantee its accessibility for future reference or legal requirements.

Docusave, a trusted provider of storage and retrieval services for professional practices since 1998, offers an outstanding solution. Our established service is specifically designed for the financial sector, ensuring a smooth document management experience.


The benefits include:

  • Space optimisation: Offsite storage massively reduces physical storage requirements by eliminating the need for extensive filing cabinets and dedicated storage rooms.

  • Enhanced retrieval speed: Docusave’s document retrieval system enables quick and accurate document retrieval to either office or home environment, leading to improved client service and response times.

  • Regulatory compliance: All our services are GDPR Compliant, minimising legal and regulatory risks.

  • Operational efficiency: The streamlined archiving process reduces administrative burden, enabling staff members to focus on higher-value tasks and client service.

  • Cost savings: Moving your client files to offsite document storage reduces administrative overheads, and generates cost savings in storage space, supplies, and document management.

  • Online Client Portal: Our online portal centralises your records and enables multiple logins for authorised users. It will keep a record of retention dates and we are able to send notifications when boxes are nearing their destruction date, allowing you time to decide which documents can be securely destroyed and which need to be retained.

Please take a moment to look at our client testimonials and case studies below to see what you can expect from us.


Our Document Storage Service for the financial sector offers…

  • Modern, purpose built document storage facilities

  • Tracked collections and deliveries, using only our own vehicles and fully trained staff

  • Secure storage with 24/7 monitored CCTV and security entry systems

  • Operate to the highest GDPR compliant standards

  • Easy desktop control through our online client portal, providing you with the ability to request a document at the touch of a button. Our system provides you with a full audit trail and proof of an unbroken chain of custody

  • Off-site storage experts who will help set up and run your records management protocols

  • Enhanced record keeping

  • Recorded delivery in as little as 2 hours from request received

  • Secure and reliable access to critical information

Client Testimonials from financial sector companies

Thank you for looking after us so well. Since we made the changeover to you, our document storage and retrieval processes have run entirely smoothly – something we never achieved with any previous document storage company we have used. We all find your staff helpful, friendly and, of course, highly efficient and nothing seems to be too much trouble for them.

Partnership Secretary
Rawlinson & Hunter
Chartered Accountants

Rawlinson Hunter logo

BDO has used the services of Docusave Limited for a number of years now. They provide a very reliable and efficient service to us that can’t be faulted. We have been extremely impressed with the speed and accuracy of the filing and retrieval process and in its simplicity for us as clients. Docusave personnel demonstrate having a real commitment to customer service: always efficient, friendly, conscientious and punctual. No job is too small or too big.

Nigel Burbidge
Partner – BDO LLP
Specialist Advisors

BDO Document Storage Feedback Logo

Our Unique Processes & Dedicated Staff Guarantee 100% accuracy.

To enable us to provide you with the most accurate and efficient service available, all retrieval and collection requests are assigned to a specific Client Service Advisor who has complete responsibility for the entire process, including retrieving the documents, delivering them to your desk, returning files back to your assigned shelf and finalising the paperwork process.

This fosters a much greater sense of responsibility than would otherwise be the case if your job was passed from person to person, and results in a superior client service. Any issues or concerns you have can this way be addressed at the time of delivery or collection, as the Client Service Advisor is responsible for all administrative aspects of your request.

Years in business
Sq. ft. Storage Facility
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Documents Securely Stored