Some of our clients treat their personal finances like a small business and our accountants prepare management accounts for them.
For the most wealthy clients this can simply because they have a wide variety of investments with different brokers and banks. We can keep records or help review the records you keep. We can also give you reports comparing the investment yields of different financial houses with which you are invested.
Another small group of clients includes people unable to look after their own affairs due to ill health. Family members with responsibility for looking after the finances of someone with dementia can often welcome an independent firm able to provide accounts of their financial management to reassure other family members that all is being dealt with fairly.
Some older clients also value this service because it means that when they die they know that their probate can be dealt with by a firm which already has their records under control.