Our fantastic and responsive Property Management team is supported by a growing and highly professional Accounts Department, led by James Porter. James, formerly of SEPS and Savills has expanded his team to three staff and is considered to be the operational backbone of our organisation.

CONTACT

ACCOUNTS

We encourage our clients and leaseholders to have dialogue with James and his team. We pride ourselves in our Accounts Department, being transparent, approachable and client-facing at all times.

We are fully committed to complying with property legislation and, via our expansive and market leading Property Management software, aim to deliver an efficient and streamlined accounting service which is customer-focused and client-facing.  Our software offers superb reporting functionality that allows us to bespoke financial information or data to meet our clients requirements for their own reporting functions; we are regularly asked to provide debtor arrears information, expenditure vs actual reporting, service charge budget reporting and tenancy schedule information that gives clients a better perspective on the financial performance of the property plus they can understand the value we are adding such as improved credit control and advanced notice for Service Charge payments.

  • Our accounts team aim to deliver on the following areas at all times as an example of some of our financial tasks and processes:
  • To hold monies in a designated TRUST client account, in accordance of Section 42 of The Landlord and Tenant Act 1987
  • Each leaseholder is given a unique account and can request statements at any time
  • To issue ground rent demands and service charge demands in advance of due dates, allowing leaseholders advanced notice to arrange payment
  • To deliver a structured, efficient & proactive credit control & arrears chasing process
  • To issue detailed service charge budgets with year on year comparisons
  • To issue 99.9% of Y/E accounts within the 18 month rule, avoiding section 20b’s
  • To offer BACS and bank transfers as a payment method
  • To provide half yearly client financial reporting
  • Planned and Forecasted Reserve Fund Management
  • ssue detailed service charge budgets with year on year comparisons