We are a member of a government-approved Client Money Protection (CMP) scheme, providing reassurance that client funds are protected.
Our Procedures
Our full Client Money Handling Procedures outline exactly how funds are received, held, managed, and distributed.
CM Handling Procedure 2026 (PDF)
These procedures cover:
- How client money is held in designated accounts
- Internal controls and authorisation processes
- Record keeping and reconciliation
- Safeguards in place to protect funds
Client Money Protection Certificate
You can view our Client Money Protection certificates below:
Transparency & Compliance
We operate in accordance with the professional standards set by Propertymark. You can view the full Conduct and Membership Rules here: https://www.propertymark.co.uk/professional-standards/rules.html
Need a Copy?
If you would like a printed copy of our Client Money Handling Procedures, we will be happy to provide this free of charge upon request.