We have been nominated for the best private deputyship firm Award for the 2nd year in a row!
The Awards ceremony will be hosted by Rob Rinder MBE in London.
We would like to thank all of our staff for all of their hard work this year.
We care for your money
We offer services to all individuals who are for many reasons unable to manage their own finances.
Our staff will always go the extra mile for their customers and aim to take away any financial stress that you may be experiencing. We can help you manage any debts that you may have, work out a budget plan with your creditors, help to sell your property, claim your benefits, pay your bills, and ensure that you are getting the correct benefits that you are entitled to.
We provide guidance for each customer to ensure the best possible outcomes are achieved and to help you achieve any goals that you may have.
Each customer has a dedicated team member who will work with you and your care manager/family if required, to provide you with a friendly yet professional services.
We can ensure that:
• We will provide a bespoke service suitable for all
• We will ensure that we always act within the customers best interest
• We will safeguard the customer’s monies, reducing financial risk
• We will work in partnership with the customer, family, social care professionals and advocates
• We will answer any queries or questions in a prompt timely manner
• We can offer a prepaid card for customers to receive personal monies
is the number of Local authorities and ccG’s we work with
happy clients
of our customers would recommend us – yes, really!
The things we’re great at
We offer services to individuals who are for many reasons unable to manage their own finances,
We are happy to discuss individual needs and create a financial budget plan and we will always put our customers’ needs first.
Appointeeship
An Appointee is responsible for managing a person’s benefits, they can also pay utilities, care fees, rent etc.
LEARN MOREDeputyship
A Deputy is someone who applies to the Court of Protections to manage the property and financial affairs for someone who is unable to make financial decisions for themselves.
LEARN MORELasting Power of attorney
A Lasting Power of Attorney is registered by the Office of the Public Guardian and they allow you to appoint someone to help you make or they can make decisions on your behalf if, at any time you lack mental capacity
LEARN MOREAppointee Bonds
A brand-new Security Bond specifically for Claimants and Appointees
Alongside Money Carer Foundation and Aviva, we have developed a brand-new security Bond specifically for Claimants and Appointees.
The Bond only costs £35 a year and offers financial protection to a Claimant in the event of misappropriation by the Appointee.
Court of Protection Practitioners Association
We are members of CoPPA, CoPPA is a multi-disciplinary organisation whose aims are to consolidate good practice and develop good practice in the Court of Protection and in the implementation of the Mental Capacity Act 2005.
LEARN MOREWe work directly with a number of Local Authorities and CCG’s
Medway Council
Kent County Council
Wiltshire Council
Nottingham City Council
Buckinghamshire County Council
NHS Manchester CCG
Dorset Council
Derby City Council
NHS Kent & Medway CCG
NHS Surrey CCG
NHS South East London CCG
Sefton Council
East Sussex County Council
Herefordshire Council
Gloucester City Council
Croydon Council
Cornwall NHS
Liverpool City Council
Northamptonshire County Council
Plymouth City Council
Swindon Borough Council
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Meet the Professionals
Samantha
Director
As the director of Appointee Services Ltd, I am responsible for all services and to ensure that we are providing the very best service that we can. Our main aim is to provide services that can be accessed by everyone. I have worked within the finance and social care sector for over 20 years within the local authority and the private sector. We are constantly looking at new ways to improve our services to help meet our customers needs.
Denise
Client Deputy Officer
I am responsible for managing people’s personal money who are unable to do this for themselves.
My responsibilities include making sure that benefits are applied for, bills are being paid and debts are being managed.
Before joining Appointee Services, I worked for the police for 15 years, I started working on a part time basis and since seen it grow and grow.
Nichola
Senior Client Liaison Officer
I joined Appointee Services Ltd in December 2018 working alongside Dee in the daily running of client finances. Previous to this I worked as an Admin & Cash office Manager.
Donna
Client Liaison Officer
I joined Appointee Services in June 2022, and my role is client financial affairs advisor.
Prior to this, I worked in military housing and property management for 15 years.
Ashley
Administration Assistant
I joined Appointee Services in September 2021. I am responsible for all paperwork and answering calls to help customers with their enquiries.
I’m a massive fan of Chelsea FC, and love playing video games.
I previously worked in construction.
Max
Property & Income Officer
I joined Appointee Services in 2020 and I’m responsible for any auditing, invoicing and property maintenance.
Wendy
Client Liaison Officer
I am currently employed as the Duty Officer. I stated working for the company in October 2023. Before this I worked within a school environment and in social care.
My hobbies include listening to music, travelling, going to concerts, football and watching quiz shows and general socializing with friends and family
Melanie
Benefits Officer
I started working as the Benefits Officer for Appointee Services in October 2023. I have a background in welfare rights and supporting the autistic community.
I love my dogs and watching quiz shows in my spare time.
Said
Client Liaison Officer
I am currently employed as a Client Liaison Officer, I started working for the company in February 2024.
Prior I worked in the mental health care environment. My hobbies are travelling with the family, cycling, and going on nature hikes. Also listening to music and volunteering with family and friends.
Mandy
Duty Officer
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We here at Appointee Services, are proud to say we are Dementia Friends
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Get in touch
Phone:
01634 718247 (Option 1)
Our Phone Lines are as follows:
Monday – Friday 10am – 3pm
However calls can be arranged outside of these times with an appointment