Finding the right managing agent can be a daunting task. We have found, when meeting potential clients, that their concerns include property maintenance, accounts and communication. There are a few straightforward steps to follow in choosing a new managing agent.

  • Initial assessment of the needs of the property.
  • Agreement of capital expenditure plan with you.
  • Agreement of the annual property expenditure budget.
  • Submission of service charge demands.
  • Ensuring an efficient collection of service charges due.
  • Production of information for the annual accounts.
  • Ensuring that accounts are agreed and filed on time.
  • Reconciling the actual expenditure to the budget.
  • Producing the balancing charge or credit to lessees.