Portfolio Management

Charles David Casson are pleased to offer a portfolio management service to landlords across the entire UK. Utilising our own in house team alongside our established network of property professionals and partner agents we are able to arrange for a property to be let anywhere in England or Wales and to provide our first class property management service via our team of expert property managers situated at our Head office in Essex. We have been letting and managing hundreds of properties across Essex and London for many years and are now offering our service nationwide due to increased demand. We have always been early adopters of technology which allows us to manage properties anywhere in the country with efficiency and compliance.

Many of our existing clients have asked us to manage their entire portfolio across the country due to their satisfaction with our services. Our portfolio property management services will give you peace of mind and give you one central point of contact for your entire portfolio.

For more information on our portfolio management service please read on.

Finding a Tenant

Once instructed our national lettings team will organise a market appraisal or rental valuation of your property using one of our network of local property experts or partner agents. We will then have the property photographed and marketed on Rightmove, Zoopla and other portals, viewings carried out and a suitable tenant found for the property. Once the tenant has been found a holding deposit will be taken from the tenant and a fully compliant Assured Shorthold Tenancy (AST) agreement drawn up and digitally signed by all parties using our clever referencing and tenancy agreement technology.

Property Management

These days it is very risky to try and manage property as an individual unless you have bags of legal knowledge and a lot of time on your hands. With over 150 pieces of legislation which now go along with the rental of private property in the UK it is a very complicated task not as easy as “just arranging the maintenance”. From Right to Rent, Section 21, Deregulation Act, Legionella, Energy Performance Regulations, Electrical Safety Regulations, Deposit Regulations and much more more unless you are an expert in these areas, as a landlord you can leave yourself wide open to severe consequences including heavy fines and not being able to recover possession of your property when you want to. With our knowledge, systems and processes which have been developed over many years we are able to keep you compliant in the letting of your property and give landlords peace of mind.

Rent Collection

We are able to send your tenant an invoice reminder automatically two days before their rent is due, automatically reconcile their rental payment and pay to the landlord the same day the rent is received, produce an HMRC compliant rental statement for you and chase arrears as soon as they are due. Our strict processes and clever technology mean that we do not experience many rent arrears, however in the unfortunate event that your tenant falls into arrears we have an efficient process for chasing and recovering arrears. Our secure payment processing platform gives complete transparency to landlords as to the movement of their funds and we are able to collect the rent, pay contractors and remit to the landlord all at the click of a button and in real time.


We will arrange for your property to be inspected once every three months and a photographic report to be sent to you for your records.

Maintenance Management

We have an online platform enabling tenants to report maintenance 24/7 through a compliant platform including photographs giving complete transparency to the landlord. This system also creates an audit trail of how the maintenance has been dealt with should it ever be needed in court or possession proceedings meaning our landlord clients are complete compliant with the law. The platform is available in over 30 languages meaning no matter what nationality your tenants are they will be able to use the system and it will be translated into English for our clients. We have a national network of approved, qualified and insured maintenance contractors who are able to respond quickly to any problems at your properties. All maintenance requests are screened by an experienced property manager and a contractor is only dispatched if absolutely necessary. We are able to hold your own approved contractors details on file if you prefer.


We are more and more becoming a compliance house for landlords dealing with over 150 pieces of legislation to ensure you can sleep easy knowing you are fully compliant. Our compliance manual is over an inch thick! We do this every day and have systems, processes and technology to ensure compliance. If managing property is not your day job then we would highly recommend you employ professionals like ourselves to manage the property for you and ensure your tenancy is compliant.

Deposit Registration

We are members of the Deposit Protection Service (DPS) and use their custodial scheme to ensure your tenancy deposits are held securely in a government approved scheme and protected properly. We will deal with the serving of the prescribed information and terms and conditions of the scheme on your behalf and will administer any deposit claims for you.

Utility Management

We will inform the local council and all utility providers of the meter readings and tenancy dates when the property is occupied and by separate arrangement can arrange for empty property cover for any void periods.


We utilise the latest industry software to enable the quickest turnaround for tenant referencing, automation of the pre tenancy paperwork and digital signing by all parties from anywhere in the country, the most secure rent collection and payment platform available and industry leading maintenance reporting software for both our landlords and tenants benefits. Along with our soon to be launched tenant app allowing quicker communication with our tenants and a platform for them to access all they need in one place we are at the cutting edge of technology in the lettings and property management industry nationally. This is why we are well placed to manage your property and your tenancy anywhere in the country. We couple the latest technology with expert people in the field to ensure your property investment runs smoothly for you.

Next Steps

If you would like Charles David Casson to take on your property and make your life easier then please call us on 01245 835859 or email info@charlesdavidcasson.co.uk and one of our expert national property professionals will be delighted to discuss your needs.

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