Please reach us at hello@munro-ogilvie.com if you cannot find an answer to your question.
What exactly do you help with?
We help older people manage their everyday finances safely and confidently. This includes organising paperwork, checking bills, setting up direct debits, reviewing spending, and helping protect against scams.
Do you take control of my money?
No. You stay fully in control of your money at all times. We provide support and guidance — we do not access funds or make decisions without your permission.
Do you replace my bank or financial adviser?
No. Our role is day-to-day financial organisation and support.
Who is the service for?
How do I know this is safe?
Trust is everything. We operate with full transparency, clear written agreements, and regular updates. Family members can be included (with your permission) for additional reassurance.
Are you DBS checked?
Yes. We hold up-to-date background checks and operate to strict safeguarding standards.
Will my information be kept confidential?
Absolutely. All personal and financial information is handled securely and confidentially.
Do you offer protection against scams?
No, unfortunately, we can only help you to recognise and identify suspicious letters, emails, phone calls, and doorstep scams.
Can you help sort out piles of paperwork?
Yes. We can help you organise paperwork into simple, manageable systems so everything is easy to find.
Can you help with online banking?
Yes, if you’d like support using online banking safely, we can guide you step-by-step.
Do you pay bills on my behalf?
We can assist with setting up systems to ensure bills are paid on time, but you remain in control. Any involvement is agreed clearly in advance.
What if I just need occasional help?
That’s absolutely fine. Support can be regular or one-off — whatever suits you.
How can I be sure my parent isn’t being taken advantage of?
We provide regular check-ins and can share updates (with consent). Our role is to protect, organise, and provide oversight — not to control.
Can you liaise with me as well?
Yes, with your loved one’s permission, we can keep you informed and involved.
What if my parent is vulnerable or already a victim of scams?
We can help stabilise the situation, review accounts, contact relevant organisations, and put safeguards in place.
Do you act as Power of Attorney?
No. We always suggest getting legal advice for this and wills.
Do you provide financial advice or investment services?
No. We do not provide regulated financial advice or investment management.
We support with:
If regulated advice is needed, we can signpost you to appropriate professionals.
Are you regulated by the Financial Conduct Authority (FCA)?
No, we do not provide regulated financial advice or investment services. Our role is purely support.
Getting started is simple:
Contact us today to discuss how we can provide trusted financial support for you or your loved one.
Why would I need this service?
Many people find paperwork and finances become more stressful with time. Having trusted support brings peace of mind, independence, and protection.
Will you judge my situation?
Never. Our approach is kind, respectful, and completely confidential.