Heritage takes great pride in adapting services to suit each individual client. Our aim is to ensure client expectations and requirements are met in full. A comprehensive range of services is provided which includes the following key elements:

Legal Services

Heritage's in-house legal team are able to provide complete Company Secretarial services which includes (but is not limited to) filing accounts and other statutory information with Companies House, being the registered office, maintaining and updating registers, providing Solicitors with resale packs and completion of registration of sales, enforcement of covenants where required, enfranchisement and formation of resident management companies.

Contractors Code of Practice

All contractors engaged by Heritage are independent and agree to our Code of Practice to ensure high standards and compliance with Health & Safety Regulations. Contractors are not charged administration or vetting fees and Heritage does not receive any fee or commission from them. Heritage is happy to work with contractors nominated by clients as long as they sign the Code of Conduct.

Income & Expenditure Analysis Reports

A clear, concise and easy to read financial report provided to Directors detailing full analysis of expenditure and income on a month-by-month basis, providing complete financial transparency.

Estate Progress Reports

Reports detailing the progress of ongoing maintenance issues relating to the estate keeping clients up to date on all matters arising.

Separately named bank accounts

Heritage operates separately named bank accounts through Barclays Bank for each client protected by statutory trust and legislation with copy bank statements available upon request.

Pre Agreed spend limits

An expenditure limit is pre-agreed to ensure minor repairs can be dealt with promptly. All expenditure in excess of the set limit will be referred to Directors for prior approval, ensuring complete financial control.

New Legislation

Through its association with various corporate bodies Heritage is able to provide advice to clients on new legislation to ensure that Directors are aware of their legal responsibilities.

24/7 Emergency Assistance

An out of hours emergency service is provided so that should a communal maintenance emergency arise, help and support is at hand.

Risk Assessments

Heritage arranges for Fire, Asbestos, Water, Electrical and Health & Safety Audits to be completed as this is a legal requirement and will implement requirements and recommendations. Heritage produces active risk registers which are updated annually following an annual risk review/inspection.

"The Directors unanimously and I deeply appreciate the superb job that you are doing and we want to use this opportunity to say "thank you"."

- SP


Information on the services we provide is available here.

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Heritage Management Limited

Paxton House

Waterhouse Lane


Surrey KT20 6EJ

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Tel: 01737 850 260

Fax: 01737 850 295