My Services

What I offer....

Your peace of mind is my priority – and sometimes the smallest first step can grow into something that makes life much easier.

The Bloom Binder is tailored just for you. It includes simple summaries and clearly labelled sections…

An extension to the Bloom Binder and an invaluable physical/digital file to leave for your next of kin on your death…

I can review your bank statements regularly to check for unusual activity and investigate anything that looks suspicious…

I can help gather and organise everything needed for your annual tax return, ready for your accountant..

I can liaise with solicitors over updating your Will if necessary and help you set up or update Power of Attorney…

In addition to all of the above, I can help you make sense of confusing letters, bills, or documents that arrive in your inbox or through the post..