Fed up with all that boring admin?
Overwhelmed by paperwork and no time to deal with it?
I can take care of all those things that cause distraction and anxiety, from sorting out the best utility providers and organizing all your insurances (car, house, mobile phone) to providing a comprehensive review of your personal and financial life.
If you have a pile of paperwork or an inbox of admin-related e-mails you can’t face, let me help bring things under control and create a system to keep them that way.
Does your house need a sort-out? I can work with you to reduce the clutter and create a positive home environment.
Here are some of the services I offer:
- Review and organize paperwork
- Research and advise on choice of household suppliers
- Provide a “life inventory”, i.e. a complete review and summary of important personal and financial information. This can be used simply as a way of keeping track of significant documents (will, power of attorney, title deeds) and assets (bank accounts, pensions, other investments,etc.); it’s also an excellent way of ensuring that relevant information is available for your family and your advisers in the event of your death (please note that I do not provide investment advice). For more information about the Life Inventory, please take a look at the attached document: The Life Inventory
- Create checklist of items requiring attention during the year, e.g. insurance renewals, investment maturity dates, etc.