We are involved in all aspects of managing our clients’ financial affairs, including some of the demanding processes and forms associated with them
Our services include the
- administration of bank accounts
- administration of insurance policies
- monitoring of financial investments undertaken when the client had capacity to do so
- consolidation of financial affairs
- collection of private pensions and annuities
- maximisation of state benefits
- completion of annual tax returns
- payment of all financial outgoing commitments
- payment of all care fees and personal allowances
- provision of cash for shopping and personal needs
- application of interest to all monies held at competitive rates
- administration and safe-keeping of all investments in recognition of the government's banking guarantee scheme.
For more information about supporting someone who cannot manage their finances, please
read our brochure.