Whether you are no longer able to manage your financial affairs, or just not longer want to, we can provide a valuable service to you by acting as an agent.
An agency arrangement differs from a property EPA in that it is a formal agreement that is established which clearly outlines the duties and responsibilities of the agent, but does not continue if you lose mental capacity.
An agency agreement allows you to maintain control as decisions are made at your direction or in consultation with you.
As specialists we have a full knowledge of law, business, finance and investments and are able to expertly manage your affairs...
|
This service has particular appeal to those people who are busy or no longer able to manage their day to day affairs – this often happens when clients are elderly, when one partner passes away or when one or both enter residential care. It is also appealing to those who may want to travel extensively and need an impartial body to manage their affairs while they are away.
Our duties as agent may include:
- Investment of money
- Management of investments, properties and other assets
- Payment of liabilities and expenses
|
As specialists we have a full knowledge of law, business, finance and investments and are able to expertly manage your affairs. We have the systems in place to provide full accounts and have 130 years experience to call on.