case study
office transition
''Annabel has been working for us for five years. When she came my husband had just retired and his papers were chaos. She had to work very hard to get it all ordered and filed properly—he has a complicated and varied business life. Annabel is a calming presence in the house, we rely on her totally and look forward to her coming each week."
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project overview
A recently retired senior City professional eager to enjoy more time with his grandchildren, travel the world and pursue cultural and sporting passions.
After decades of working in a corporate environment with a full support team, he faced the challenge of managing his personal, financial, and philanthropic commitments independently from home.
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the challenge
Without a proper home office or administrative framework, the client risked:
✗ Wasting hours on routine admin instead of enjoying retirement
✗ Losing track of critical financial, legal, and property matters
✗ Struggling to coordinate with advisors, accountants, and solicitors
✗ Missing opportunities to maximise travel benefits and frequent flyer rewards
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annabel’s approach
We took a hands-on, tailored approach to replicate the organisational efficiency of his City office—within the comfort of his home.
key priorities:
1. Create a tech-enabled home office environment
2. Build a robust filing and information management system
3. Establish smooth communication channels with key advisors
4. Ensure ongoing administrative support without constant on-site presence -
results
The client now enjoys a seamless, well-organised lifestyle—confident that all administrative, financial, and logistical matters are under control.
With annabel’s weekly 4-hour on-site visits plus virtual assistance on demand, he has the freedom to focus on what matters most: family, travel, and living life to the full!
the implementation
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✓ Installed a Mac desktop with Microsoft 365 subscription
✓ Set up a personal domain with synchronised access across iPhone and iPad
✓ Designed an intuitive OneDrive filing system for both digital and paper records
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✓ Created a year-end tax collection process and liaised directly with the accountant
✓ Coordinated with financial advisor on assets, income, and expenditure
✓ Worked with solicitor to update Wills, LPAs, and maintain his “annabel Handover File”
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✓ Researched and booked travel itineraries optimised for frequent flyer points
✓ Managed diary and email to align personal and professional commitments
✓ Handled mail monitoring and filing to prevent backlog
annabel services
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project services
annabel offers invaluable support in managing the administration of any projects you face, whether they are monumental life changes such as a divorce or probate, or smaller, bespoke tasks where a lack time is hindering completion.
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household admin
Designed to enhance the efficiency and organisation of your family life. We understand the complexities of managing a household and our services are tailored to ensure that every aspect of your day-to-day life is seamlessly orchestrated.