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• Draft and provide advice on new and future service charge budgets.

• Raise and collect service charges (and ground rent as applicable) in accordance with the statutory requirements.

• Managing client funds in accordance with legislation including maintenance of the reserve fund where required.

• Preparation of year end accounts, annual returns and instructing third party accountants to either certify and/or audit, as and where necessary, year end accounts.

• Where we are engaged by an RMC and/or RTM, act as Company Secretary and/or provide director services and file year end accounts at Companies House. Please review our Company Directorship and Secretarial Services for more details.

• Ensure close liaison with client, leaseholders, residents, directors, shareholders and all relevant stakeholders.

• Ensure effective management by regular site inspections and by checking items of repair and maintenance.

• Appoint and supervise contractors, consultants, engineers and maintenance providers and any on site staff.

• Arranging of buildings insurance and other estate insurance that may be required such as D&O cover for Directors and Officers, Lift Engineering Insurance and such like.

If our full management service is something that interests you, please feel free to contact us and we will be happy to provide a bespoke quotation for your block/estate.

Whilst the vast majority of our clients utilise our full management services, a select number like to maintain a hands-on approach when it comes to management of their block; for example, a Resident Management Company where each resident owns a share of their freehold and they control the management functions of the block. In such circumstances, where the client likes to deal directly with the day-to-day management of the block, we can also offer a Financial Services Package whereby we handle the financial administration of the block behind the scenes. This is a scaled down version of our full management service and covers items such as:

• Issuing the annual service charge budget
• Undertaking credit control procedures for collection of service charges
• Managing cash flow to ensure the financial health of the block
• Maintaining any reserve fund where appropriate
• Maintaining a separate client bank account
• Administering accounts payable and accounts receivable
• Following client-specific procedures for approval of expenditure
• Preparing and issuing service charge year end accounts
• Regular financial reporting on matters such as debtors, creditors, income and expenditure, and cash flow forecasts
• Liaising with the client on a regular basis to review financial reporting
• Administering changes in ownership and related tasks
• Ensuring full compliance with all regulatory and statutory requirements

This leaves the client free to concentrate on the physical running of the block itself. As a professional managing agent, we are also happy to provide guidance and assistance to the client if so required.

If our Financial Services Package is something that interests you, please feel free to contact us and we would be happy to provide a bespoke quotation for your block/estate.

Collection of rent on a regular specified date.
Landlords will receive monthly statements.
Quarterly inspections of the property to be carried out with a full report.
Emergency repair administration.
Repair and maintenance jobs up to £150, without the need to bother you. Landlords will be consulted on any jobs in excess of this figure.
Monitoring of repair expenditure and quality of work.
Inspection of a sample of repairs carried out by each contractor.
Quarterly property inspection and reporting to landlords.
Dealing with tenants on day-to-day queries.
On the day of vacation, we will attend the property with the landlord and provide a cursory check on the condition of the property.
Deposits, if a month in advance, will be forwarded to The Deposit Protection Service. As part of the Housing Act 2004, the Government has introduced tenancy deposit protection for all assured shorthold tenancies (ASTs) in England and Wales where a deposit is taken.

Unfortunately, since the horrific events of Grenfell and the ongoing Grenfell enquiries, government have implemented and regularly provide updates on the requirements for buildings with cladding and associated materials to be inspected and, should they fail the current requirements, for works to be undertaken to bring the building up to standard.

This is an ever-changing environment with updates and resetting of policies happening almost on a quarterly/six monthly basis. We have a dedicated team that are able to manage any blocks under our management that have cladding/facade issues. This includes, where appropriate and subject to government criteria:

• Government fund application
• Appointment of relevant third-party surveyors and engineers to highlight areas of concern and draw up relevant specifications to remedy issues.
• Implementation and appointment of third-party professionals to undertake EWS1or any amendments to such.
• Arranging of buildings insurance and other estate insurance that may be required.

If you have a block with cladding/facade issues and need assistance please feel free to contact us and we will be happy to discuss your requirements with you.

We are able to provide developers and landlords a bespoke service in the preparation of their leases along with providing practical day to day advice on what a lease should contain and the impact on stakeholders. We are also able to provide valuable assistance in the drawing up of service charge schemes, including individual apportionment calculations, for new developments to ensure management and expenditure is handled appropriately and fairly across the development.

Additionally we are also able to provide the relevant service charge and management documentation in suitable layouts to assist developers and landlords with advertising and sales packages.

We also deal with the collection of ground rents on behalf of landlords, ensuring all demand documentation is in accordance with current legislation.

We are able to provide Company Directorship and Secretarial Services, this is especially helpful for new or existing RTM (Right to Manage) or RMC (Resident Management Company) clients. We understand far too often that owners who become directors of an RTM or RMC or such like, may sell and move on or are no longer able or wish to be a director. Sometimes the personal circumstances of such individuals change and they no longer wish or are able to be a director. As a result, there have been occasions where some of our clients are sole directors of an RMC/RTM type company and, in such circumstances, they are unable to resign given that, under Companies Housecompliance, there must be at least one natural company director. When this occurs, we are able to assist , if so instructed and our principals with act as your company director. We are also able to act as Company Secretary. In doing so we ensure that the annual returns are filed, as appropriate, at Companies House. Whilst providing these services, we can also be the nominated registered address for your company. We can also arrange company directors D&O (Directors and Officers Liability Insurance) If one of the above packages is of interest to you, please feel free to contact us and we will be happy to provide a bespoke quotation for your block.

Being accredited with the Financial Conduct Authority, we are fully qualified and able to arrange suitable insurance for any block and or property related matters. Having cultivated strong relationships, we are able to achieve highly competitive premiums, without compromising on the level of cover afforded. Indeed we often find that the cover provided is superior to that in place previously.

As a regulated firm we are able to place standalone insurance policies on behalf of our clients, being a separate service we offer. However where our clients have chosen our full management services these include by default our arranging the appropriate insurances, wherein the block can benefit from the combination of our quick and efficient maintenance policies and the competitive and superior insurance cover to lessen the financial impact of any incidents.

Examples of cover we are able to arrange:
- Buildings/Estate Insurance
- Terrorism Insurance
- Engineering Insurance
- Directors and Officers Insurance
- Cover for Estates with Cladding issues
Additionally any insurance we arrange can benefit from:
- Competitive Excesses for Insured Perils
- Additions such as Loss of Rent, Employers Liability etc
- Broad Cover and Definitions
Depending on the service agreed upon, we can also process and handle any claims that may arise on any policy we have arranged and will work to achieve the best reimbursement possible.

Please contact us if this service is of interest to you.