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"Guardian, nothing's too much trouble for them."

The leaseholders at Wyre Mews, North Yorkshire were reaching their limit, when they decided to contact their neighbouring retirement complex for some advice.

 

 

Wyre Mews was owned and managed by a local company, but despite frequent requests for information and meetings, they consistently avoided discussions with the residents to address the issues that concerned them. These issues had been uncovered by many of the residents over a period of months if not years, and mainly centred on the following -

• Annual budget meetings were not held
• A failure to provide an accurate account of leaseholders' service charge monies.
• Expensive and inadequate maintenance contracts.

Discussions with their neighbours at St Mary's Mews revealed that their manager, Guardian, regularly provided them with detailed and accurate information about their financial accounts. Contractors delivered a cost-effective service, their property was well maintained and service charge budgets were presented and discussed at an annual meeting to which all residents were invited to attend.

The Wyre Mews residents obviously did not wish to move, as they had chosen their retirement property with great care, but they knew that they could not continue to be subjected to such gross mismanagement - what could Guardian do to help ?

Guardian, being a specialist in leasehold retirement housing, had both the expertise and the resources to help the residents prepare a case to submit to the newly formed Leasehold Valuation Tribunal. The law had just been updated to introduce these specialist panels to hear issues on leasehold matters, such as unreasonable service charges or mismanagement of leasehold estates. The tribunal had been granted the powers to remove a manager who failed to manage the properties in an appropriate manner, and appoint a substitute to take over the landlord's responsibilities.

The residents asked Guardian to take over the management should their case be successful and we worked together to prepare the case, instructing a lawyer to present the Tribunal. The case, which involved a huge committment from the residents, centred upon the mismanagement of the financial accounts and a number of missing funds.

When the Tribunal found that the landlord had been negligent and appointed Guardian to take over, our success was celebrated by every single resident, who had all supported the committee every step of the way.

The local Area Manager quickly took control of the estate, addressing the problems and introducing a transparent and well-defined management service. Despite many difficulties the majority of the missing funds, amounting to over £20,000, were returned, albeit many months later, and the financial accounts are now in a much healthier state.

One of the residents who was heavily involved in the case, Shirley Peters has made the following statement:

"The place has been redecorated under Guardian and is kept much cleaner. The staff are more motivated and properly trained. Everybody is very approachable and we see proper accounts. If a job is done, the estate manager is sure it is done well. Nothing's too much trouble for them."

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