Purpose
What this product is for
A bespoke premium relationship-based service for existing property owners and investors. It is enquiry-led and assessed individually rather than sold through a fixed-price checkout.
Commercial model: discovery consultation followed by a written proposal. Fees may be structured as an initial portfolio assessment plus a quarterly or annual advisory retainer, depending on asset count, geography, reporting frequency and agreed responsibilities.
Included scope
What the work covers
- Consolidated property and ownership information register.
- Asset-by-asset indicative market position and performance review.
- Rental income, occupancy, service charges and operating-cost analysis.
- Portfolio-level yield, cash-flow and concentration-risk review.
- Hold, sell, retain, improve or expand strategic considerations.
- Acquisition planning and property allocation strategy.
- Periodic reporting and review meetings.
Scope boundaries
What is not included
- Not property management, rent collection or regulated investment management.
Enquire
Request a consultation
This is a bespoke, enquiry-led service. Tell us about your portfolio and what you would like help with, and we will reply to discuss whether and how we can help.
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Start a consultation
Tell us where you are.
- 01We review your objective, current stage and key questions.
- 02We contact you by your preferred method to discuss scope.
- 03Where specialist or regulated advice is needed, we clarify the professional scope first.