“Our Client money procedures allow only for Directors of the firm to have access to Client funds, cash and cheques are not accepted, all payments over £5000 will require specific authorisation from the client before payment is made, any interest or charges for the client account are credited or debited from the firms office account and NOT from the Client account. Reconciliation of the client account is carried out monthly by an external accountant and a certificate is provided for a Director to approve and sign off. Any client can request the balance held in the client account at any time and this will be provided within 21 days of a request. Any unidentified funds in the client account will require us to make reasonable endeavours to identify the source, and after 6 years these funds will be transferred to a registered charity as appropriate.”
Experienced advice on all aspects of residential property