What we do
We cross-check your local documents—statements, certificates, contracts—against what an adviser will expect to see, and flag any gaps.
We help you compile the bank, sale and gift records you need for paying-in checks, kept in order for your own files.
We log the dates on awaiting replies and renewals per its data, then give you gentle prompts without any investment coaching.
Each review ends with a plain-English list of missing paperwork, so you know exactly what to hunt for before the next step.
Our notebook tracks which document lives at your accountant, solicitor or abroad, so you are never caught mid-transfer with no proof.
You get a single folder version that shows your holdings in order, ready to be shared with any adviser you choose later on.
By the numbers
Our limits
Process
Send the form or a short message to arrange a one-off video or phone session for up to two hours of file time.
You give us a confidential spreadsheet of the local documents you hold, from accounts to share certificates to property deeds.
We run that list a five-point template and send you a document showing what ties out, what is near and what is still absent.
You decide whether to pause for a later check, use the pack with we send gives back to your own finance desk.
Services
We turn scattered entries on old statements into one running inventory, with nominal values and recorded dates only.
A practical PDF showing which of your life events still lack the required hold insurance or inheritance show paper support.
Set the sale and gift path between accounts, literally on one sheet for you to substantiate when advisers ask later.
Skews of who legally owns what—and who confers authority to manage it—-set out diagrammatically in your file.
Keeps track of where the ‘originals’ family sit and who handles which firm or lawyer, to avoid fumbling at key moments.
A conclusion for each major local item that is either done, being sourced or missing altogether; presented in tight headings.
Tell us what paperwork you already have and what you are worried is missing, and we’ll reply with a practical plan for this session—no jargon, no investment talk.