Financial monitoring

In our experience, our older clients are the ones who worry most about their finances. More and more, they are uncertain as to whom they can trust for reliable support and advice.

Ashby Berry Coulsons provides a tailored (and totally trustworthy) service whereby we monitor all bank accounts and investments to ensure that:

  • no unauthorised person is taking funds from any bank account
  • income due on the investments is properly credited to the bank account(s)
  • accounts are properly reconciled at each month end

Arrangements are made to ensure that we are provided with all the bank statements and other financial documents regularly – and we will meet with the client on a monthly basis to discuss their financial affairs.

If you would like to know more about our tailored, secure financial monitoring services, please contact us.