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Client Finance


To spend or to save………


Financial Management is an everyday challenge for all of us. The choices we make are personal in nature and different for each of us.


At Compass, we are committed to advocating the ethos that each client has full control of their personal finances.


Client finance offers a full support service to assist clients in managing their funds efficiently and within their own financial limits.


Our trained advisors provide a range of services including:

  Opening bank accounts
  Setting up direct debits and standing orders
  Financial benefit applications
  Protection from financial abuse
  Individual client training and practical support of financial matters
  Developing individual spending and saving plans matched to the clients own choices in areas such
   as:

  Holidays
  Clothing
  Trips
  Birthdays
  Christmas


To safe guard against financial abuse clients personal expenditure and bank accounts are independently audited. Periodically a full report is prepared for clients detailing the results of the audit.

At all times we are working within the guidelines and the code of practice as set out by the Mental Capacity Act.


If you would like to find out more information on some of the bespoke client finance packages that we offer please do not hesitate to contact either Sharon Jones or Louisa Britton, who will be only to pleased to talk with you.
 

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