Paperwork Packages

You appreciate, as we do, that sorting through paperwork takes a great deal of time, energy and emotion.

This is why at Paperwise Solutions, we have created packages that are not time related, so you do not have to watch the clock and the cost! but activity based so you get and see real results dependent on your needs

Choose the Package which suits you best ....

PRICE WISE

£195

Per Month Min Six Months

    VISITS & GENERAL SERVICES

  • Monthly visit

  • Free post box to put correspondence in – This will keep you organised ready for the appointment.
  • Open and review all post and advise you of action required and attend to as appropriate.

  • File all Correspondence.

  • Remove Junk Mail.

  • Organise important documents:  Will, Lasting power of attorney, share certificates, bonds etc in to one place.

  • Telephone contact service for queries – a number to call for peace of mind.

  • Disposal of Confidential Waste – a secure service to dispose of your information.

  • UTILITIES

  • Registration to Mail Preference service.

  • Registration to Telephone preference service.

  • Review of Gas and Electric rates – which will save you money.

  • Obtain Large print Statements as required.

  • Registration of Electricity priority service. So you are given priority when there are disruptions.

  • FINANCES & TAX

  • Monthly check of Bank Statements for your security.

  • Assistance in managing your income and expenses.

  • A Schedule of Assets, Income and Liabilities summarized – so you know what you have and what goes in and out.

  • Liaise with Accountant/HMRC for end of year tax.

  • Liaise with Financial Advisor for annual review

  • COMMUNICATION

  • Arrange via telephone appointments – e.g., Healthcare etc.

  • Access to Standard Letters for e.g., change of address, request for information, confirmation of appts etc. inc DWP, DVLA, Passport Office and Utility Companies.

  • Bespoke letters prepared for your needs.

  • INFORMATION, SAVINGS & OFFERS

  • Copy of top ten tips for getting your Paperwork sorted.

  • Regular Newsletter with important information and offers.

  • Copy of the top ten documents you must have.

  • SECURITY

  • Peace of mind that your affairs and you are being cared for.

  • Manage trades personnel, cleaners, gardeners etc as required, inc obtain quotes and review buy with confidence.

  • Land Registry Property Alert service.

  • Registration of Will to National Will Register*.

  • Search of Unclaimed Asset Register*.

  • Provide report to attorney or deputy (if applicable).

  • INSURANCES

  • Yearly review of house insurance buildings and contents to obtain preferred rates.

  • Yearly review of car insurance, pet insurance (if applicable).

  • Review of Home Service policies i.e. boiler, plumbing, TV, Sky and Appliances etc..

  • IN CASE OF EMERGENCY

  • An Emergency Contact list – so all your important numbers are in one place.

  • In case of emergency contact placed in mobile phone..

  • A medical notification pot and sticker – to list your medicine so emergency services are alerted.

  • Cinnamon  or PDSA registration.

  • HEALTH CARE

  • Consider Blue Badge and other concessions i.e. council tax, as appropriate .

  • Assessment and arranging for a key safe or Personal Alarm – for your family’s peace of mind.

  • Review available benefits.

  • Complete benefits form applications as required.

  • FUNERAL

  • Personalised Statement of Wishes – so your family knows your wishes for your funeral.

Contact Us

TOTALLY WISE

£375

Per Month Min Six Months

    VISITS & GENERAL SERVICES

  • Weekly Visit

  • Free post box to put correspondence in – This will keep you organised ready for the appointment.
  • Open and review all post and advise you of action required and attend to as appropriate.

  • File all Correspondence.

  • Remove Junk Mail.

  • Organise important documents:  Will, Lasting power of attorney, share certificates, bonds etc in to one place.

  • Telephone contact service for queries – a number to call for peace of mind.

    Mon-Fri 9-5 and Sat Mornings 9 – 12

  • Disposal of Confidential Waste – a secure service to dispose of your information.

  • UTILITIES

  • Registration to Mail Preference service.

  • Registration to Telephone preference service.

  • Review of Gas and Electric rates yearly- which will save you money.

  • Obtain Large print Statements as required.

  • Registration of Electricity priority service. So you are given priority when there are disruptions.

  • FINANCES & TAX

  • Monthly check of Bank Statements for your security.

  • Assistance in managing your income and expenses.

  • A Schedule of Assets, Income and Liabilities summarized – so you know what you have and what goes in and out.

  • Liaise with Accountant/HMRC for end of year tax.

  • Liaise with Financial Advisor for annual review

  • COMMUNICATION

  • Arrange via telephone appointments – e.g., Healthcare etc.

  • Access to Standard Letters for e.g., change of address, request for information, confirmation of appts etc. inc DWP, DVLA, Passport Office and Utility Companies.

  • Bespoke letters prepared for your needs.

  • INFORMATION, SAVINGS & OFFERS

  • Copy of top ten tips for getting your Paperwork sorted.

  • Regular Newsletter with important information and offers.

  • Copy of the top ten documents you must have.

  • SECURITY

  • Peace of mind that your affairs and you are being cared for.

  • Manage trades personnel, cleaners, gardeners etc as required, inc obtain quotes and review buy with confidence.

  • Land Registry Property Alert service.

  • Registration of Will to National Will Register*.

  • Search of Unclaimed Asset Register*.

  • Provide report to attorney or deputy (if applicable).

  • INSURANCES

  • Yearly review of house insurance buildings and contents to obtain preferred rates.

  • Yearly review of car insurance, pet insurance (if applicable).

  • Review of Home Service policies i.e. boiler, plumbing, TV, Sky and Appliances etc..

  • IN CASE OF EMERGENCY

  • An Emergency Contact list – so all your important numbers are in one place.

  • In case of emergency contact placed in mobile phone..

  • A medical notification pot and sticker – to list your medicine so emergency services are alerted.

  • Cinnamon  or PDSA registration.

  • HEALTH CARE

  • Consider Blue Badge and other concessions i.e. council tax, as appropriate .

  • Assessment and arranging for a key safe or Personal Alarm – for your family’s peace of mind.

  • Review available benefits.

  • Complete benefits form applications as required.

  • FUNERAL

  • Personalised Statement of Wishes – so your family knows your wishes for your funeral.

Contact Us

We also recommend our Getting Organised Package to make sure your paperwork is as organised and efficient as it can be

GETTING ORGANISED

£890

"Sort it out once and Forever"

  • Collate all your paperwork together and review, file or dispose of as necessary.


  • Ensure you have only documents which are valid and required.


  • Provide a detailed bespoke recommendations report of action required to mitigate risk areas and points of concern.

  • Design and implement a filing system for your paperwork.

  • Ensure important documents (Will, LPA, Certificates etc) are scheduled and placed together for safe keeping.


Contact Us

Any work that is not covered by your package will be charged at the hourly rate of £65 for the first hour and then £32.50 for each half hour or part thereof.

I am sure your time is as precious as mine. Planning is key to this and being available to my clients. Therefore please be aware there is an Appointment Cancellation Fee of £25 if you do not cancel  within 48 hours of the appointment.

All appointment are subject to Paperwise Solutions terms and conditions.

Mileage of 45 per mile is chargable for visits in excess of local zone (15 miles).

* Additional charges apply for applications to services providers for these services.

Providing Services in the following areas

Hampshire, Dorset and West Sussex including:     

Southampton
Bournemouth
Winchester
Chichester
                    

Worthing
Portsmouth
Petersfield
and all surrounding areas

Any request for help is listened to, so please call
even if you are outside the area as we are happy to discuss your needs.

Providing Services in the following areas

Hampshire, Dorset and West Sussex including:     

Southampton
Bournemouth
Winchester
Chichester
 Worthing
Portsmouth
and all surrounding areas

Any request for help is listened to, so please call
even if you are outside the area as we are happy to discuss your needs.

Accreditations.