Understand Your Block.Challenge What Doesn't Add Up.

A focused review of your service charge documents to help you understand what you are being charged, whether the figures appear reasonable, and what may require further attention. Includes:

• Full service charge analysis
• Benchmarking report against comparable blocks
• Conflict of interest and pattern detection
• Review of budgets, accounts, invoices and supporting documents where provided
• Structured summary report with clear findings
• Next-step suggestions where escalation, clarification or further review may be appropriate

To complete the review, please upload clear photos, scans, PDFs or other file formats of:

• Your latest service charge demand — the document asking you to pay your service charge.
• Your latest service charge budget — the document showing estimated costs for the year.
• Your latest service charge accounts or year-end statement — the document showing what was actually spent.
• Any document showing a service charge increase, balancing charge, deficit, surplus or extra amount requested.
• Your lease, if you have it. If not, upload any pages that mention service charges, management costs, repairs, insurance or reserve funds.
• Any emails or letters from the managing agent, landlord or freeholder explaining the charges.

For leaseholders or resident directors who need a more structured pack to raise issues with a managing agent, landlord, freeholder or residents’ management company. Includes:

• Review of the key issue or concern
• Identification of missing, unclear or inconsistent documents
• Service charge reasonableness indicators
• Suggested questions to send to the managing agent or relevant party
• Evidence summary organised by issue
• Draft structure for a written challenge or clarification request
• Practical next-step plan

To help us organise your case clearly, please upload:

• The document, bill, invoice or charge you want to question.
• Any emails, letters or messages you have sent about the issue.
• Any replies from the managing agent, landlord, freeholder, RMC or RTM company.
• Any photos, if the issue relates to repairs, poor maintenance, cleaning, gardening, building works or damage.
• Any notes showing the dates of important events, even if they are written by you.
• Your lease, if the issue relates to what can or cannot be charged.

For leaseholders, RMC directors or RTM directors who want to understand whether their managing agent appears to be performing properly and whether there are grounds to challenge, renegotiate or consider alternatives. Includes:

• Review of managing-agent fees and service levels
• Review of available contracts, communications and complaints
• Analysis of recurring issues, delays or unexplained charges
• Identification of transparency gaps or missing information
• Assessment of supplier patterns and potential conflicts of interest
• Recommendation on whether to stay, question, renegotiate, retender or seek further advice
• Practical list of actions for directors or leaseholders

To review the managing agent’s conduct and performance, please upload:

• The managing agent’s contract, appointment letter or fee document, if you have it.
• Recent service charge budgets, accounts or demands.
• Emails or letters showing delays, poor replies, unexplained charges or unresolved problems.
• Any maintenance records, repair reports, contractor invoices or supplier documents.
• Any meeting minutes, resident updates or director notes about the issue.
• Any formal complaints already made, together with the replies received.

For leaseholders who are considering whether Right to Manage may be a realistic route and want help understanding the process, preparation requirements and practical risks. Includes:

• Initial RTM readiness assessment
• Review of block information and available documents
• Eligibility and participation checklist
• Timeline and process roadmap
• Document and information request list
• Procedure compliance
• Risk flags that may require legal advice
• Resident engagement and participation planning
• Practical next steps before formal notices are served

To assess whether Right to Manage may be suitable, please upload:

• The address of the building and, if possible, the number of flats in the block.
• A copy of your lease, and any other leases you already have from other leaseholders.
• Any list of leaseholders who may be interested in joining the RTM process.
• The name and contact details of the freeholder, landlord and current managing agent.
• Recent service charge budgets, accounts and demands.
• Any letters, emails or notes showing problems with the current management.
• Any previous resident meeting notes or correspondence about changing management.

For leaseholders or resident directors facing large works, Section 20 consultations, reserve fund issues or major cost increases. Includes:

• Review of major works notices and supporting documents
• Analysis of proposed costs, scope and supplier information
• Quote and contractor comparison where documents are available
• Identification of missing information or unclear justifications
• Reserve fund and service charge impact review
• Questions to raise before works proceed
• Risk flags requiring further professional or legal input
• Structured summary of concerns and next steps

To review proposed or ongoing major works, please upload:

• Any Section 20 notice you have received.
• Any consultation letters about major works, repairs or large building projects.
• The description or specification of the works, if provided.
• Contractor quotes, tenders, estimates or invoices.
• Any survey, inspection report or technical report about the works.
• Any service charge demand showing how much you are being asked to pay.
• Any emails, letters, photos or resident comments showing concerns about the works, cost or timing.

For cases where the matter appears serious, disputed or likely to require legal advice, we review the documents, organise the evidence and prepare a clear report that can be shared with a solicitor. Where appropriate, we can also refer you to one of our trusted lawyer partners. Includes:

• Review of the documents and correspondence connected to the dispute
• Identification of the main factual issues, financial concerns and possible escalation points
• Preparation of a structured case summary for legal review
• Organisation of key evidence into a clear timeline
• Summary of the documents, charges or decisions that may require legal attention
• Referral to a trusted lawyer partner where legal advice appears appropriate

To prepare your evidence and documents, please upload:

• The bill, demand, notice, decision or issue that has caused the dispute.
• Any emails, letters or messages between you and the managing agent, landlord, freeholder, RMC, RTM company or other leaseholders.
• Any formal complaint you have already made, together with the replies received.
• Any service charge budgets, accounts, invoices, Section 20 notices or major works documents connected to the issue.
• Your lease, especially any pages about service charges, repairs, management, consultation, insurance or reserve funds.
• Any photos, reports, surveys or other evidence showing the problem.
• Any tribunal papers, solicitor letters, legal notices or formal deadlines if the matter has already escalated.
• A short note explaining what happened, what you are concerned about, and what outcome you are hoping for.

For blocks that want recurring independent oversight rather than a one-off review. Includes:

• Annual service charge review
• Budget and accounts comparison
• Supplier and cost benchmarking
• Insurance and renewal reminder checks
• Managing-agent performance tracking
• Help in handling communication with managing agents
• Document request and review checklist
• Red-flag alerts for unusual increases or missing information
• Annual summary report for directors or leaseholder groups

To monitor the block properly over the year, please upload:

• The current year’s service charge budget.
• The previous year’s budget, if available.
• The latest service charge accounts or year-end statement.
• Any service charge demands, balancing charges or reserve fund demands.
• Insurance documents or insurance renewal notices.
• Managing agent fee information, if shown separately.
• Major works documents, reserve fund information or planned expenditure notices.
• Important emails, letters, meeting minutes or resident updates during the year.

For RMC directors, RTM directors and share-of-freehold groups that want an independent financial-control layer to support better decisions around costs, contracts, suppliers and long-term planning. Includes:

• Periodic review of service charge budgets and accounts
• Cost reasonableness checks
• Supplier and contract monitoring
• Reserve fund and major works readiness review
• Managing-agent accountability support
• Director-facing issue summaries
• Decision-support notes before major renewals or expenditure
• Priority review of urgent cost or document issues

To support financial oversight of the block, please upload:

• Annual service charge budgets.
• Service charge accounts and year-end statements.
• Bank balance summaries, cash position summaries or reserve fund statements, if available.
• Managing agent fee documents and supplier contracts.
• Insurance renewal documents and major supplier invoices.
• Major works plans, cost forecasts or upcoming expenditure proposals.
• Board packs, meeting minutes or director notes.
• Any urgent financial documents where directors need help understanding the position.

Some cases require a bespoke scope, especially where there are multiple years of documents, large blocks, major disputes, urgent deadlines, tribunal-related issues, managing-agent retenders or substantial major works. Bespoke support may include:

• Multi-year service charge review
• Managing-agent retender preparation
• Supplier cost comparison
• Insurance cost review
• Major works review
• Evidence pack preparation
• Block-wide document organisation
• Support for directors before meetings or votes
• Escalation roadmap and professional referral where needed

For bespoke support, please upload anything connected to the issue, including:

• A short explanation of what has happened and what you need help with.
• Service charge budgets, accounts, demands or invoices.
• Emails, letters or messages with the managing agent, landlord, freeholder, RMC or RTM company.
• Contracts, insurance documents, major works documents or supplier information.
• Meeting minutes, complaint records or previous reports.
• Any tribunal, solicitor or formal notice documents, if the matter has already escalated.
• Any photos, timelines or notes that help explain the problem.