ServicesService Charge Review
Hero Background

Understand what sits behind your service charge.

A structured review of the budgets, accounts, demands and supporting documents provided for your property.

From £49

The price shown applies to the standard document allowance and scope described at checkout. Larger or more complex document sets may require a separate quote.

Financial review and general information only. Not legal advice.

This review may be suitable when:

  • Your service charge has increased and the explanation is unclear
  • You have received a balancing demand
  • Budgeted and actual costs appear very different
  • Several figures are difficult to reconcile
  • You want to understand the documents before raising questions
  • You are reviewing charges for one flat or a small group of leaseholders

Documents that help us review the position

Upload as many of the following as are available:

  • Current service-charge demand
  • Current budget
  • Year-end accounts or expenditure statement
  • Previous budgets or accounts
  • Balancing-charge notice
  • Relevant lease pages
  • Managing-agent explanations
  • Invoices or supporting documents
  • Previous correspondence about the disputed items
CautionYou do not need to have every document. The report will state where missing information limits the review.

What we review

  • Changes between periods
  • Budget-to-actual differences
  • Large or unusual cost categories
  • Totals and calculations
  • Repeated or inconsistent entries
  • Available supporting explanations
  • Reserve-fund contributions or withdrawals
  • Apportionment information where available
  • Questions that remain unanswered

Your report

You receive a written report setting out:

  • A summary of the documents reviewed
  • The main figures and changes
  • Items that appear adequately explained
  • Items that may require clarification
  • Missing documents or information
  • Suggested questions to consider raising
  • Relevant limitations
  • Possible next steps
CautionThe report does not determine whether a charge is legally payable, reasonable or recoverable.

What this service does not include

  • Legal advice
  • Representation in correspondence or proceedings
  • A statutory audit
  • A physical inspection of the building
  • A surveyor’s opinion on the necessity or quality of works
  • A guarantee that a charge will be reduced or removed