Not everyone is in the fortunate position of having a close friend or family member upon whom they are able to rely or who is physically, mentally and geographically able to assist. Additionally some people prefer that their affairs remain private and confidential.
Our team is able to step in and assist clients with their financial and legal affairs as and when required to do so.
We can provide general assistance in the setting up standing orders / direct debits for the payment of bills. We can monitor income and bank accounts to ensure that all is in order and there are sufficient funds to deal with ongoing expenditure. Alternately our team are able to provide a full magement of affairs service. We would be appointed via a Power of Attorney or Deputyship Order and our service would include notifying the various financial institutions of our appointment, ensuring monies are properly invested to provide an appropriate income through seeking advice from an independent financial adviser and reviewing this on a regular basis.
Our services may also include discharging liabilities and ongoing expenses relating to nursing or care home fees or arranging a care package where the client remains in their own home, arranging for hot meals to be delivered, discharging household bills, putting any necessary maintenance arrangements in place and, where necessary, liaising with local Social Services. In such circumstances, our aim is to provide the client with sufficient support to remain independent and in their own home for as long as possible and to keep them regularly updated on their financial affairs.
For more information
If you would like to know more about our services for the elderly and vulnerable, please contact Cristina Reynolds by emailing cris.reynolds@dmhstallard.com or by calling her on 01273 329833, or speak to your usual contact in the Private Client Team.
