Trust & standards
Clear credentials. Safer conversations. Accountable funding.
Verify who Cashbook Finance is, how information is handled and how to contact the team safely.Find the policies that govern the website and client portal.
Updated on . Links open live source registers, not a Cashbook summary.
Verify Cashbook
Everything important should be easy to check.
Company and regulatory details
Use the identifiers below when checking the business or discussing an application with an adviser.
- Legal name: Cashbook Finance Limited
- Company number: 10723098
- FCA registration number: 782472
- ICO reference: ZB545200
- Registered office: Cumberland House, 24–28 Baxter Avenue, Southend-on-Sea, Essex SS2 6HZ
Document and data security
Sensitive documents should be submitted through the secure client portal rather than ordinary email.
- Portal access is separated from the public website.
- Documents are collected through the site's VGS-secured upload flow.
- Read credentials and administrative controls remain server-side.
- Portal and administrative pages are marked to prevent search indexing and caching.
- Privacy and retention information is set out in the privacy notice.
Safe contact and fraud awareness
Pause and verify any unexpected request involving documents, money or a change of bank details.
- Use the published number 020 3239 0699 when verifying a message.
- Normal company email addresses use the cashbookfinance.co.uk domain.
- Do not send identity documents or bank statements to an unverified address.
- Do not rely on contact details contained only in an unexpected message.
- Report a suspicious communication directly to the team.
Service and decision standards
A professional funding process should make the next decision clear without pretending every enquiry will fit.
- The team should explain what information is needed and why.
- Illustrative figures are not an offer of finance.
- Suitability, pricing and availability depend on assessment.
- Any indicative terms remain subject to documentation and required checks.
- Questions or concerns can be raised through the published contact and complaints routes.
Accessibility and alternative formats
The site is designed to work with keyboard navigation, text resizing and modern assistive technology.
- Use the skip link to move directly to main content.
- Forms use visible labels and keyboard-operable controls.
- Text can be resized using browser controls.
- Reduced-motion preferences are respected across core interactions.
- Contact the team if information is needed in a different format.
Continuity and support
If a form or portal page is unavailable, do not send sensitive documents by ordinary email as a workaround.
- Save the application reference shown in the portal or confirmation page.
- Call or email the team to report a technical issue.
- Wait for an approved secure-upload route before sending documents.
- Use the portal help page for file and browser guidance.
Policies and formal information
These pages contain the detailed terms that sit behind this summary.
Last reviewed: . Contact Cashbook Finance if any company detail on this page appears inconsistent with an official register.
Evidence standard
Every public proof claim needs a source record and publication approval.
Cashbook Finance records the source, verification status and publication approval for case studies, client reviews and professional-partner testimonials. Client names may be withheld, but the underlying record must remain traceable internally.
Official records
FCA, Companies House and ICO details link directly to the relevant public register.
Verified client proof
Case studies and endorsements require a source record, publisher confirmation and approval for public use.
Illustrative tools
Calculators and examples remain clearly labelled illustrative and are not approvals, quotes or client outcomes.
Assurance log
Controls should have a date, owner and status.
This release records the principal public-site controls. Independent testing is identified separately rather than implied.
Regulatory wording
Canonical FCA-status sentence and prohibited-copy build scan.
Build controlledRoute integrity
Sitemap, canonicals, redirects, orphan pages and expected-route manifest.
AutomatedAccessibility
Keyboard, labels, error states, contrast and accessibility-tree checks; native AT audit remains outstanding.
Partial assurancePortal security
Unit and static controls are tested; authenticated penetration testing remains external.
External review dueVerify before you send documents
Use the published Cashbook details.
Do not send identity documents, bank statements or sensitive files to an unexpected address. Use the secure portal route or verify the request first.
- Published telephone: 020 3239 0699
- Normal email domain: cashbookfinance.co.uk
- FCA registration: 782472
- Cashbook will not ask you to bypass secure upload routes for sensitive documents.
Need to verify a communication?
Use the published telephone number or email address rather than replying to an unexpected message.Never send sensitive documents until the secure route has been confirmed.