Services & Solutions

Whether you need regular administrative support, a one-off organizational overhaul, or dedicated representation to resolve a complex dispute, every service is delivered with total discretion and attention to detail.

Private Household & Estate Logistics

Bringing clarity, order, and ease to your daily domestic life.

Managing a busy household or country estate requires continuous administrative oversight. I step in to handle the ongoing background logistics so your home runs effortlessly, allowing you to focus on your family, career, or retirement.

What I Handle:

  • Property & Contractor Management: Sourcing, scheduling, and supervising trusted tradespeople, cleaners, gardeners, and specialist maintenance services.

  • Personal Logistics & Calendar: Diary management, lifestyle scheduling, appointment bookings, vehicle servicing/tax admin, and personal travel itineraries.

  • Everyday Home Tech Setup: Patient, hands-on, in-person assistance with everyday technology—from setting up and mastering new TV remotes to configuring Wi-Fi, tablets, and smart home devices.

  • Filing & System Organisation: Sorting through accumulated household paperwork, clearing home office clutter, and establishing simple physical and digital filing systems tailored to you.

The Outcome: Total order at home, less daily friction, and absolute confidence that your personal logistics are being handled with care and discretion.

Investment:

  • Ad-Hoc Support: £35 – £40 / hour (billed in 15-minute increments for total flexibility).

  • Monthly Retainers: Starting from £280 / month (includes 8 dedicated hours per month, priority scheduling, and direct liaison with suppliers/trades).

(Travel included within 15 miles of Wells. See full travel terms ↓)

Small Business & Sole Trader Administration

Streamlined back-office operations to free up your billable time.

As a small business owner or sole trader, administrative tasks can quickly consume your evenings and weekends. I provide flexible, high-level back-office assistance to keep your operations compliant, organised, and running smoothly.

What I Handle:

  • Financial Administration: Routine bookkeeping, generating and issuing invoices, tracking payments, and following up gently on overdue accounts.

  • Client & Communication Operations: Monitoring inbox traffic, responding to routine inquiries, drafting formal correspondence, and managing customer communications.

  • Compliance & Governance: Supporting day-to-day GDPR compliance, maintaining organised data records, and keeping essential business policies and insurance documentation up to date.

  • Digital & Brand Maintenance: Updating website text, formatting client reports, drafting newsletters, and creating polished visual assets using Canva.

  • Systemisation & File Structure: Organising client files, building digital cloud storage structures, and setting up efficient day-to-day admin workflows.

The Outcome: Reclaimed personal time, faster customer invoicing, and a professionally structured back-office that supports your business growth without the overhead of full-time staff.

Investment:

  • Ad-Hoc / On-Demand: £35 – £40 / hour (ideal for monthly catch-ups or seasonal admin pushes).

  • Business Retainers: Starting from £320 / month (includes 10 dedicated hours per month for regular bookkeeping, inbox management, invoicing, and Canva updates).

(Travel included within 15 miles of Wells. See full travel terms ↓)

Executor Readiness & Estate Planning Preparation

Meticulously organising your financial and physical legacy before crisis strikes.

Gathering important personal documents and account details can feel overwhelming. I work alongside you or your family members to catalogue your entire estate, ensuring your executor or loved ones have total clarity when they need it most.

What I Handle:

  • Document Cataloguing: Locating, auditing, and securely organising physical title deeds, legal paperwork, insurance policies, tax records, and wills.

  • Asset & Liability Inventories: Compiling a comprehensive master inventory of bank accounts, investments, pensions, utility suppliers, and recurring direct debits.

  • Digital Legacy Organisation: Securely cataloguing digital assets, online accounts, device access codes, and subscriptions.

  • Executor Handover Pack: Assembling a clear, consolidated physical binder and secure digital folder so your appointed executor has immediate, stress-free access to every necessary detail.

The Outcome: Complete administrative readiness, profound peace of mind for you, and a structured, compassionate framework that spares your family unnecessary stress.

Investment:

  • Fixed-Fee Package: £350 – £500 (a comprehensive, end-to-end audit, inventory build, and physical/digital Executor Handover Binder).

  • Hourly Rate: £40 / hour (for ongoing maintenance or phased work).

(Travel included within 15 miles of Wells. See full travel terms ↓)

Corporate & Utility Dispute Advocacy

Tenacious representation to untangle billing errors and resolve stubborn corporate disputes.

Dealing with unhelpful customer service teams, unfair utility hikes, or complex billing mistakes takes immense time and energy. Acting as your dedicated advocate, I handle the phone queues, paperwork, and escalation to get results.

What I Handle:

  • Document & Account Audits: Meticulously reviewing past statements, service contracts, and correspondence to identify exact errors or overcharges.

  • Direct Representation: Managing all written communications and lengthy phone calls with telecoms, energy suppliers, corporate entities, or insurance providers on your behalf.

  • Formal Escalation & Ombudsman Preparation: Structuring chronologies, evidence portfolios, and formal complaint documentation if a dispute needs escalating to an official regulatory body or ombudsman.

  • Formal Representation & Letters of Authority: Drafting and executing formal Letters of Authority so I can deal directly with suppliers, telecoms, and energy providers on your behalf.

The Outcome: Unfair fees reversed, administrative errors rectified, and the frustration of fighting corporate bureaucracy completely removed from your shoulders.

Investment:

  • Ad-Hoc Advocacy: £40 / hour (includes bill auditing, formal complaint drafting, phone calls, and ombudsman submission preparation).

  • Note: A typical dispute resolution project generally requires between 3 and 8 hours depending on complexity.

(Travel included within 15 miles of Wells. See full travel terms ↓)

Domestic Staff Payroll & GDPR Compliance

Professional compliance and payroll management for private employers.

Employing staff within your home or small business comes with strict legal and data-handling obligations. I ensure your employer duties are fulfilled accurately, transparently, and in complete confidence.

What I Handle:

  • Payroll Processing: Calculating routine payroll, issuing clear payslips, and maintaining structured, accurate payment records.

  • Compliance & Insurance Guidance: Ensuring all mandatory legal requirements are met, including guiding you on suitable employer’s liability insurance and specific home-staff policies that many household employers inadvertently overlook.

  • Data Protection & GDPR: Implementing strict privacy protocols for storing sensitive medical, financial, or personal information about household staff and suppliers.

  • Employer Record-Keeping: Maintaining organised digital records for employment contracts, working hours, leave, and regulatory obligations.

The Outcome: Complete statutory compliance, well-supported staff, and peace of mind knowing your household insurance and private records comply fully with current UK regulations.

Investment:

  • Monthly Payroll & Compliance Retainer: Starting from £120 – £150 / month (covers regular payroll processing for 1–3 household staff, payslip generation, record-keeping, and GDPR data maintenance).

  • Setup & Compliance Audit: £40 / hour (one-off review and setup of household data protocols).

(Travel included within 15 miles of Wells. See full travel terms ↓)

Travel & Visits Across Central Somerset

 

  • Initial Chat: A free, informal meeting at a convenient local café near you (or over the phone / online).

  • Included Area: No travel charge within a 15-mile radius of Wells (covering Glastonbury, Street, Shepton Mallet, Wedmore, the Chew Valley, and surrounding villages).

  • Beyond 15 Miles: Charged at 45p/mile.

  • Home Visits: 2-hour minimum session for visits outside Wells proper.

  • For full details, visit our [FAQ page link].

Not sure which service fits your situation?

Every client relationship begins with a complimentary, informal chat over coffee at a local café in Wells or the surround area (or via phone/video). We can walk through your current challenges together and design a flexible support plan tailored to your needs.

Work with complete confidence—all services are backed by full professional insurance and strict ICO data compliance.