Our Support Package

---

Our services are designed to support you with personal, financial, and household organisation — especially when things start to feel overwhelming.

We identify unmet needs and challenges, then offer friendly, practical support tailored to you.

An initial consultation to understand your needs.

Regular reviews and friendly check-ins.

Appointment summaries and agreed actions.

Keeping a record of healthcare contacts.

Recording medications and important health notes.

Guidance on benefits you may be entitled to.

Support with budgeting and managing money.

Reviewing gas, electricity, and water suppliers.

Support with mobile, broadband, and TV subscriptions.

Recording home and car insurance details.

Tracking car information and key dates.

Advice on avoiding scams and fraud.

Internet & password security support.

Emergency utilities cut-off checklist.

Home Risk & Safety Checklist.

Guide to Avoiding Financial Abuse.

Guidance with Last Will and Testament.

Memorandum of wishes.

Funeral Wishes.

Information on legal power of attorney.

Munro Ogilvie Ltd does not provide regulated financial advice. We offer guidance, organisation, and support with everyday administration, filing, and record keeping. For tax, investment, or specialist financial advice, please speak to a qualified professional.

Keeping important information about your pets.

Organising home technology and devices.

Managing appointments and important dates.

Useful money guides.

Information about National and local organisations.

Clubs and activities.

Records of all meetings.

Ongoing support.

To be clear and transparent, there are some services we don’t offer.

We do not provide:

Personal care.

Shopping, housekeeping or home maintenance.

Meal preparation. 

Transport or accompanying people to appointments.

Medical treatment or specialist healthcare.

Regulated financial or investment advice.

For these needs, we’ll always encourage support from qualified professionals or community organisations.