Trusted Assistant

Our Trusted Assistant services are designed to take away complex, daunting and time-consuming tasks from our clients, giving them peace of mind and confidence that everything is under control.

Our highly experienced and discreet team work with a wide variety of Private Client professionals and individuals to assist with the administration challenges that they may have.

Given our years of expertise working in the professional, private client sector, we are able to offer a discreet and efficient service that is not widely available. We act as the client’s “Trusted Assistant”, whether an individual or family seeking support with administration and paperwork, bills, file or house clearance, professional advisor liaison or just someone to help them with general day to day advice and support.

Many of our clients find themselves overwhelmed with “life admin”, particularly those that, through unfortunate circumstances, may never have had to do so before. We have clients who have lost their partner through death, divorce or maybe the onset of dementia who are now having to deal with financial matters and admin, often for the first time. These people really need an extra pair of hands with the expertise and support to give them the confidence that everything is under control and being done correctly.