Private back office · London

When your affairs outgrow your systems.

A private back office for people whose financial life has become more complicated than the system they have for it. One point of contact for documents, deadlines, contracts, and the coordination of your advisers.

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The problem

More moving parts than anyone is tracking.

More parts than there is a system for

Several entities, accounts and obligations, each with its own paperwork. The system holding them together is memory and an inbox.

Advisers who each hold one piece

Three or four advisers, each with a fragment of the picture. None of them holds the whole, so the joins are yours.

Deadlines living in an inbox

A renewal, a confirmation statement, an option window. It exists as one email until the moment it is missed.

Who this is for

Specific, on purpose.

Some people arrive here after a recent change: a sale, a secondary, vested equity, an inheritance. Others have managed a complicated picture for years and never built the system for it. It is the same problem either way.

The conditions, concretely:

Several entities or accounts
At least one property, owned or let
More than one professional adviser already engaged
Administration currently handled by you, in the evenings

If this is not you

If you have a single salary, one account and one adviser, you do not need a back office and we will tell you so. If what you want is travel booking, restaurant reservations or help running a household, we are the wrong firm and we can point you to the right one.

What we handle

Six domains. Nothing outside them.

Documents and records: One organised, current place for everything
Deadlines and renewals: Tracked and actioned before they arrive
Contracts and subscriptions: Reviewed, renewed or cancelled on time
Insurance administration: Policies, renewals, claims paperwork
Property administration: Service charges, tenancies, statements
Adviser coordination: Accountant, solicitor, broker, bank. We run the process

We handle the administrative and financial side. Household, travel and personal matters stay with whoever already looks after them.

The advice boundary

We coordinate, we do not advise.

Investment, tax, legal and insurance advice comes from your accountant, solicitor or broker. We hold the deadlines, gather the documents, prepare the decision and execute what you decide. That boundary is what keeps this service fast and independent.

How it works

Three steps, then it runs.

01
A structured onboarding
We map every obligation, account, contract and adviser, and produce a single written picture of your position.
Onboarding is a defined, fixed-fee first project with a clear deliverable, not an open-ended start.
02
You delegate how you already work
Email, message or voice note. No new app, no portal, no process to learn.
03
We handle it
We come back only when a decision is genuinely yours to make, with the options already prepared.
We work remotely; we do not attend in person.

Trust and security

The access we hold is deliberately narrow.

No access to your bank accounts. Ever.
Read-only access wherever it is possible
Least-privilege access, reviewed quarterly
No commitment made on your behalf without your written approval
Professional indemnity insured
UK GDPR compliant, data held in the UK/EU
Mutual NDA as standard
One named person, not a rotating pool

Who is behind this

Katharina Man

Founder · London

Before this I spent four years in consulting, taking businesses apart line by line, and six years as an investor at a venture capital fund, working alongside founders and executives as their financial lives changed shape. The conversation was always the same, whether their picture had changed last quarter or grown quietly over a decade: a folder of unsigned documents, a filing nobody had claimed, a sense that something had already been missed.

I started this because the gap is administrative, not intellectual. They didn't need more advisers. They needed one person whose job was to hold the whole picture and keep it current.

Every client is onboarded personally, and every account has one named contact who knows it, not a queue.

Pricing

Two tiers. Fixed prices.

Core

£1,500per month

Plus £2,500 one-off onboarding

One named point of contact
Weekday coverage
The six domains above
Quarterly access review

Extended

£2,500per month

Plus £3,500 one-off onboarding

Everything in Core
Multiple entities
More than two properties
Cross-border obligations

Annual billing: two months free. Founding clients keep their rate permanently.

The onboarding fee covers a defined first project: we map your entities, accounts, contracts, deadlines and advisers, and hand you a written statement of your position.

FAQ

Questions we are asked first.

Do you need access to my bank accounts?: No, never. We work from statements, documents and read-only access where you choose to give it. Where a payment is due, we prepare it: payee, amount, reference and date, ready to approve. You or your bank release it. Nothing moves without you.
Can you pay my bills?: We make sure they get paid. We track what is due, prepare each payment for approval, and confirm it went out. The release always stays with you. That is deliberate, and it is what lets us work without ever holding access to your money.
How is this different from a personal assistant?: A personal assistant manages your time and your errands. We manage obligations: filings, renewals, contracts, insurance, property administration and the advisers attached to them.
Do you replace my accountant or solicitor?: No. We coordinate them. You keep your existing advisers, and we make sure they have what they need on time and that their outputs reach you as decisions, not attachments.
What if my situation has been like this for years, not months?: That is the more common case. A picture that grew gradually is usually less documented than one that arrived at once. Onboarding is the same work either way.
What happens in the first thirty days?: Onboarding. We inventory every entity, account, property, contract and adviser, build the deadline calendar, and deliver a written picture of your position. From day thirty it runs.
What if I want to stop?: Thirty days' notice, in writing, no exit fee. You leave with your records organised and exported in a format your advisers can use.