You’re not alone — many developments are unsure how the process works. Our team will guide you through every step, from reviewing your current arrangements to managing the transition. We make the process straightforward and ensure everything is handled correctly with minimal disruption to residents.

There is typically no upfront cost to explore changing managing agents. We offer a free consultation to review your current situation and provide clear advice. If you decide to proceed, we will outline all costs transparently so you know exactly what to expect.

The timeframe can vary depending on your current arrangements, but most transitions take between 1–3 months. We work efficiently to ensure a smooth handover, keeping residents and directors informed throughout the process.

In many cases, there may be opportunities to review and reduce service charge costs, particularly if your development is not being managed efficiently.

We carry out a detailed review of your current contracts, suppliers and expenditure to identify potential savings, while ensuring that essential services and compliance standards are maintained.

Our focus is not just on reducing costs, but on delivering better value and transparency for residents.

Any funds held for your development, such as service charge monies, should be transferred to the new managing agent as part of the handover process. These funds are typically held in a designated client account on behalf of the development, not the managing agent themselves.

We manage this process on your behalf, ensuring that all financial information, balances and records are transferred correctly and transparently.