Our team of qualified and experienced accountants and tax professionals are skilled in managing finances for individuals when they no longer wish to deal with this administrative burden themselves.
Sometimes a power of attorney has been appointed, but by the time they are needed the attorneys themselves do not feel able, or do not have time, to deal with the necessary record keeping and financial administration on behalf of anyone else.
It is a sad fact that it is increasingly common for elderly and vulnerable people living alone to be targeted by plausible scams and fraudsters and this causes worry and distress as well as financial loss.
How we can help you
We work closely with our welfare team to provide a full service supporting people to maintain their independence when life becomes more challenging.
We can take on the burden of financial management while providing regular, clear reports free of jargon so that you are on top of your finances rather than bogged down in them.
We pride ourselves on being friendly and accommodating to elderly and vulnerable clients and we provide home visits at no extra charge.