Services

Heritage takes great pride in being able to adapt their services to suit each individual client.  Our aim is to ensure that each client’s expectations and requirements are met in full.  Our comprehensive services can include:

Code of Practice for Independent Contractors

For peace of mind, each contractor agrees to our Code of Practice to ensure high standards and compliance with Health & Safety Regulations.  We do not charge administration or vetting fees to contractors or receive commission from them and all contractors are independent.

Income & Expenditure Analysis Reports

A clear, concise and easy to read financial report provided to Directors detailing full analysis of expenditure and income on a month-by-month basis, providing complete financial transparency.

Estate Progress Reports

This report details the progress of ongoing maintenance issues relating to the estate keeping clients up to date on all matters arising.

Separately named bank accounts

Heritage provides separately named bank accounts for each client with copy bank statements available upon request.

Pre Agreed spend limits

An expenditure limit is pre-agreed to ensure minor repairs can be dealt with promptly.  All expenditure above the set limit will be referred to Directors for prior approval, ensuring complete financial control.

New Legislation

Through its association with various corporate bodies Heritage is able to provide advice to clients on new legislation to ensure that Directors are aware of their legal responsibilities.

24/7 Emergency Assistance

We currently offer an out of hours emergency contractor so that if a communal maintenance emergency arises, support is at hand.

Risk Assessments

Heritage can arrange for specialists to carry out Fire, Asbestos, Water and Health & Safety Audits as this is a legal requirement, and will implement recommendations made by consultants.  Heritage also produces active risk assessment registers which are monitored and updated annually.

Company Secretarial Services

Heritage provides a Company Secretarial service free of charge as part of our standard management contract which includes but is not limited to being the registered office, maintaining and updating registers, completion and submission of annual returns to Companies House.