Our Services Include as standard
Regular inspections of the estate
Provide Directors with progress reports of ongoing issues
Organise repairs up to the authorised spend limit
Obtain quotations and supply copies for repairs over the authorised spend limit
Obtain quotations and supply copies for additional services
Deal with queries from residents
Manage concierge services including PAYE and temporary cover
Open and maintain a bank account in the name of the estate and provide bank statements as required
Provide income and expenditure analysis report detailing a complete breakdown of the service charge account every three months
Prepare and provide draft annual budgets for approval
Issue the service charge budget and service charge/ground rent demands as directed
Process service charge accounts including paying contractors by direct transfer or cheque, arrange for cheques received to be banked and arrange transfer of agreed funds to reserve accounts maintained by others
Take reasonable measures to collect service charges from residents. Should charges remain unpaid, advise of procedures and costs of taking further action
Instruct Accountants to produce Annual Accounts in accordance with clients’ authorisation and supply relevant financial information required by the accountants
Following approval, file Annual Accounts with Companies House (if directed & not completed by Accountants
Changing your managing agent
If you a considering changing your managing agent, then please get in touch to see how we can help
We understand changing your managing agent can be a dauting task and how are you to know whether you're jumping out of the frying pan and into the fire! There are many managing agents to choose from therefore it's important to make the right choice for you and your development. We firmly believe in a proactive approach, working for the good of the development and having an excellent client/managing agent working relationship. If you choose us we can guide you through the entire process taking care of all of your estate maintenance contracts and utilities companies.
If you are considering making a change we are more than happy to put you in touch with an existing client for their honest opinion.