Wheeler and Lai Surveyors

RICS Certificate

Clients money protection – Why use a chartered surveyor to manage your property

Owning commercial property or residential property as an investment is a fantastic asset, something that you can use to generate an income and provide a sense of security in terms of finances. We understand this investment can be both a positive and a negative, with associated burdens to consider, such as rental voids, repairing obligations or dealing with tenants. This is where having a property management team to do this can be a real asset and time saver. Wheeler and Lai Chartered Surveyors can be there for you and take on this role.

  • RICS Regulated firm
  • Professional advisors
  • Clients Money Protection Scheme
  • Client money handling procedures in place
  • Peace of Mind
  • Time saving

We are RICS regulated and we adhere to governing regulations and rules of conduct,, it means that we act with integrity, transparency and honesty in all our dealings. An added benefit is that all firms must comply with client money handling regulations as well as have clients’ money protection in place. The RICS have a scheme that offers clients a back-up protection if a firm is unable to repay a clients’ money.

However, we also have professional statements and guidance on hold clients’ money is handled, held and processed, and we have a separate clients account for these purposes, and as a property management of mixed-use properties, we also comply with regulations covering residential lettings and property management.

You have peace of mind not only that your property is being looked after by us, but that we are also able to handle and deal with your money on your behalf, pass on your rental payments, service charges and insurance monies. They are always dealt with in a timely and efficient manner, keeping you updated if there are any delays from the tenant and providing any necessary paperwork to help with your accounting.

“Rebecca managed commercial units and residential property for many years for me and throughout was professional, focused and efficient, and such a delight to deal with.  All that you wish for from a managing agent.”

Jo. G – Landlord on mixed-use property

We would be pleased to take on more clients and look after their commercial property assets. Contact us today to speak to us.


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