top of page
Carolyn sat reading a document

At Bluebell we pride ourselves on spending time getting to know our clients which enables us to tailor our service to support you in the best possible way.

It’s all about the ‘personal touches’ which is why our clients' needs are always at the forefront. 

Concierge Service

Why might I need a Concierge Service?

For many, finances and health remain a very private matter and it is difficult to change the habits of a lifetime. However, as the years roll by we all become a little slower and over time increasingly aware of our limitations.

 

You might notice a change in your ability to do practical things – much as you love gardening, perhaps you find the recovery takes longer than the actual doing these days and you enlist help with mowing the grass so you can focus on the deadheading and pruning. You may find managing your paperwork, filling in forms and keeping track of accounts have become a little overwhelming and worse still, the thought of it is daunting – with no real explanation as to why – as you have managed fine for years. Life has a way of catching us up.

Bluebell - Icon Purple resize.png

What could happen if I do nothing?

 

You can only avoid doing these things for so long. Manual jobs get saved up for when someone ‘tall’ or able to ‘do heavy lifting’ calls by and paperwork is often stuffed back into its envelope ‘to do another day’ and not given the priority it should. Sadly, we all know if things are overlooked for too long they can get out of hand and become too big a task to tackle.

 

You may relate to some of these challenges. They can be a consequence of the passing years. They certainly do not always signify a loss of mental capacity or the inability to live independently. However, these challenges may cause worry and anxiety, which can affect your health and your life, as you shy away from the things you used to be able to do without a second thought. It can also be a cause of concern for those close to you. 

Do Bluebell take over everything or can I stay involved?

Bluebell’s Concierge Service ensures that you remain in total control, providing the peace of mind that we are right by your side, helping you to navigate your way through the twilight years, providing as much support as required.

I don’t even know where to begin – where do you suggest I start?

You might have a Will in place or a Power of Attorney, but do you know where these original documents are.

 

  • When did you last see them?

  • Are they up-to-date?

  • Do they reflect your current wishes?

All too often this paperwork remains in ‘draft’ format following a flurry of good intentions and stays in the ‘must do’ pile and, as time elapses, becomes the elephant in the room and almost too hard to even think about.

Bluebell will help you to ‘get your ducks in a row’

We take the time to understand what you have and will prepare a Personal Wealth Summary which we suggest you retain with your important paperwork. This is a vital first step – from that moment we have a starting point from which to build, and you have peace of mind that someone else knows what you have in the event of the unthinkable.

 

Sharing this knowledge and offloading at the start can be a huge relief in itself as often our biggest fears are ‘what if something happens to me?’ ‘who would step in to deal with things?’. 

 

With the first step complete, this enables us to channel the remaining Bluebell time on areas that are most important to you through our tailor-made Concierge Service.

Let us help support you.  

bottom of page