Request a Proposal
A costed management proposal, not a brochure
Share your scheme details and we will return a written proposal with a defined scope, fee and handover plan.
What you receive
Everything the trustees need to decide
Proposals are prepared by the portfolio manager who would run your scheme, not by a sales team.
- A costed monthly management fee with every inclusion and exclusion listed.
- A draft service level agreement with named deliverables and turnaround times.
- A handover plan covering trust balances, arrears and record transfer.
- References from trustees of comparable schemes in your area.
Proposal request
Complete the form and a portfolio manager will make contact within one business day.
How it works
A disciplined, transparent process
- 01
Brief
A short call to confirm scheme size, current pain points and timing.
- 02
Review
We review your latest financials, arrears position and rules.
- 03
Proposal
A costed proposal and draft SLA presented to the trustees.
- 04
Handover
On appointment, a 30 to 60 day handover with reconciled balances.
Answers
Frequently asked questions
01Is the proposal free?
Yes. There is no cost or obligation to receive a proposal, and no charge until an SLA is signed.
02How quickly can you take over?
Typically 30 to 60 days from the trustee resolution, depending on how quickly the outgoing agent releases records.
03Can you present to the trustees directly?
We prefer to. The portfolio manager who would run the scheme presents the proposal in person or by video call.
04What do you need from us?
Latest management accounts, the arrears age analysis, the insurance schedule and the current rules. We can work from less if needed.