Estate Management

Estate Management

 

Marchand Petit Block and Estate Management

 

For the last 15 years we have provided a reputable, professional and efficient estate, block and portfolio management function for a range of clients.

As a team of property professionals, we offer a personal and bespoke approach to your management needs.
 

Below is an outline of some of the services we can provide
 

·         Acting as the link between landlord & residents

·         Operating as Company Secretary when requested.  Including completion and submission of accounts and statuary returns to Companies House

·         Attending any regular meetings and AGMs and detailing the year's activities

·         Regular site inspections

·         Providing advice on day to day management issues

·         Maintaining accounts for bills, invoices and service charges.  Maintaining client ledgers and performing regular bank reconciliations for viewing at any time.  

·         Monitoring and payment of all maintenance contracts and prompt response to maintenance faults

·         Advising on compliance with the terms of the lease, fire defenses, health & safety legislation and updates to statutory legislation

·         Acting as an independent & impartial party in collection and management of service charge monies 

·         Provision of annual estimates of service charge

·         Issuing service charge demands

·         Annual accounting including income and expenditure accounts

·         Providing a front-line response to general queries from lessees or property owners

·         Completing LPE1 Forms and issuing share certificates when requested

·         Arranging and managing rolling or major maintenance projects as requested


For further information please call us on 01548 855599 or email mark@marchandpetit.co.uk

Picture credit : Toad Hall Cottages

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On the 18th May 2020, in line with government guidelines for estate agency, we resumed viewings and valuations of property. Where possible we will be minimising the numbers of viewings by first offering buyers a virtual tour. When viewings take place in person, social distancing and safety protocols will be in place.


We would like to remind all buyers that travel to the South Hams should be achievable in a day (round trip) and for those who live further away, a virtual tour with one of our agents will be offered until travel restrictions change.


In the meantime, our team are still available to help by phone, email or video conference.

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