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Services

Services include:

  • Formulation of strategic investment advice

  • Implementation of property investment strategies through purchase, sale, restructuring of leases, development, redevelopment and refurbishment.

  • Full property management services including rent collection, service charge operation/ collection/ reconciliation, lease negotiation, rent review negotiation

  • Ensuring tenant compliance with lease covenants

  • Regular and periodic valuations

  • Identification of “added value” opportunities

  • Personal reporting to trustees/directors and investors in accordance with their requirements.

Why clients can have confidence in the services we provide

Clients can be confident that WFM has the right control objectives in place and that those control objectives have been achieved in practice.

We have adopted the framework provided by the Audit and Assurance Faculty of the Institute of Chartered Accountants of England & Wales “Assurance reports on Internal Controls of service organisations made available to third parties” (AAF 01/06). This provides evidence of how we control risk in everyday service delivery, especially in light of the publication of the Pensions Act 2004 and the Code of Practice on Internal Controls issued by the Pensions Regulator.

AAF 01/06 specifies a series of control objectives appropriate to our business. All the internal controls identified as being key to the achievement of each objective must be tested and reported upon, both by WFM management and by an independent Reporting Accountant.  Our Reporting Accountant provides independent assurance regarding our control framework.

We are committed to publishing our AAF 01/06 reports annually as part of our core service. Please contact enquiries@wilkyfund.co.uk for details.



Management

 

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