Every engagement starts with a conversation. If we don't think we can help, we'll say so. Pricing is agreed upfront based on your portfolio size and complexity.
A full review of your property operation — every service, every contract, every fee.
Most property investors have never sat down and totalled up what they spend on services. Management companies, accountants, mentors, software subscriptions, lettings agents — the costs accumulate gradually and rarely get questioned. We question all of them.
We review every recurring cost in your property business, benchmark each one against current market rates, and assess whether you're getting genuine value. The output is a clear report showing where money is being well spent and where it isn't, with specific recommendations and alternative providers where relevant.
The process is straightforward. You share your financial documents, contracts, and invoices. We spend a few days going through everything. Then we walk you through our findings on a one-hour call. Most clients implement the recommendations themselves — we're not trying to become another recurring cost.
Investors with 3+ properties who've accumulated services over time and want to know if they're overpaying. Particularly useful if you've recently attended courses or signed up to mentorship programmes and want an independent assessment of whether they're delivering value.
We check whether your properties are held in the right structure and whether your tax position is optimised.
The way your properties are owned — personally, in a limited company, across multiple SPVs, or some combination — has significant implications for your tax bill, your ability to borrow, and your exposure to risk. Getting this right early saves thousands. Getting it wrong can be expensive to unwind.
We review your current ownership structure, director's loan positions, share capital, and the way money flows between you and your company. We assess whether you're set up efficiently for your current portfolio and your plans for growth. We also check whether your setup is lending-ready, in case you want to introduce mortgages or other finance later.
This isn't a replacement for tax advice from a qualified accountant or tax specialist — we'll always recommend you get sign-off from them on any structural changes. What we provide is the analysis and clear recommendations that make that conversation productive rather than starting from scratch.
Investors who've bought properties without much thought to structure, or who've been given conflicting advice about whether to use a company. Also useful if you're considering refinancing or introducing leverage for the first time.
Lightweight ongoing financial oversight to keep you on top of your portfolio's performance, month by month.
A lot of property investors end up paying management companies 15–35% of their rental income because they don't want to deal with the day-to-day. The irony is that for small portfolios, the day-to-day isn't that much — it's mostly admin, the occasional maintenance call, and keeping track of the numbers.
We provide the operational backbone that keeps the numbers visible: a simple financial dashboard updated monthly, renovation budget tracking, and document management. We're the people who make sure you know exactly how each property is performing, that the insurance renewal doesn't get missed, and that the accounts are ready when your accountant needs them.
This isn't an accountancy service and it isn't property management. It's the layer in between — making sure you always know where you stand financially, that nothing administrative slips through the cracks, and that your records are in good shape when your accountant needs them.
Investors with 2–12 properties who want a clear, ongoing picture of how their portfolio is performing financially — without paying for a full FD service. Particularly useful during renovation phases or when you're scaling and the admin is starting to slip.
We set up the tools your property business needs — configured once, properly, so you never think about them again.
Most landlords either use no software at all (everything in their head or a messy spreadsheet) or end up paying for tools they don't fully use. Neither is ideal. The right setup for a small property business is simple, affordable, and should mostly run itself once configured.
We assess what you need based on your portfolio size and complexity, select the right tools, set them up, connect them together, and train you on how to use them. This usually means accounting software, a property management tool or well-structured spreadsheet, automated rent tracking, and a document filing system.
We don't have partnerships or referral agreements with any software providers. We recommend what we'd use ourselves, which means we tend towards simple, affordable, and well-supported rather than feature-bloated and expensive.
Any property investor who's currently running things from memory, a paper file, or a spreadsheet that only they understand. Also useful if you're paying for software you don't really use and want to simplify.
Every engagement is scoped individually, so these aren't fixed prices — but they should give you a sense of the order of magnitude. We'll always agree a fee upfront before any work starts, and we won't charge more than the quote without your say-so.
| Service | Typical range |
|---|---|
| Portfolio Health Check | Low hundreds — depends on number of properties and service providers to review |
| Company Structure Review | Mid hundreds — depends on complexity of ownership and number of entities |
| Operations Support | Low hundreds per month — depends on portfolio size and level of involvement |
| Landlord Tech Stack | Low to mid hundreds — depends on how many tools need setting up |
For context: we've seen investors paying five figures annually for financial oversight on portfolios that could be tracked in a spreadsheet. Our aim is to deliver the same or better value at a fraction of the cost. If we think you don't need a particular service, we'll tell you — we'd rather turn down work than take money for something that won't help.
The simplest way to get a quote is to get in touch. Tell us roughly what you've got and what you're looking for, and we'll come back with a clear number.