Private Secretary / Personal Assistant Services

Private Secretary / PA | UBS Technologies
FILE No. 01 — PERSONAL & ADMINISTRATIVE SUPPORT

Private Secretary & Personal Assistant Services

A single point of contact who manages your schedule, correspondence and day-to-day paperwork, so nothing slips through the cracks of a busy life.

Overview

Running a household, a family, or a growing business in the UK involves a constant stream of small administrative tasks — a form that needs signing, a bill that needs querying, a call that needs to be made before 5pm, a letter that needs a reply. None of these tasks are difficult on their own, but together they take up hours every week, and they rarely arrive at a convenient time. Our Private Secretary and Personal Assistant service exists to absorb that load, so your time goes back to the things that actually need your attention.

We work as an extension of you, not as a call centre reading from a script. Once we understand how your household or business runs — who you deal with, what recurs monthly, what tends to go wrong — we take over the coordination quietly in the background. You get a single point of contact for anything administrative, rather than juggling a dozen providers, accounts, and deadlines yourself.

In practice this might mean handling your correspondence while you’re travelling, keeping a running list of bills and renewals so nothing lapses unnoticed, or simply being the person who answers a call from a service provider so you don’t have to interrupt your day. Small, individually, but together they buy back a meaningful amount of time and mental space.

Most clients come to us after reaching a breaking point: an important renewal was missed, a school form arrived back too late, or a whole weekend disappeared into paperwork that should have taken twenty minutes spread across the week. The problem is rarely one big task — it’s the accumulation of many small ones, each requiring a different provider, password, or phone call, with no single place holding it all together.

What’s included

  • Diary and appointment management
  • Correspondence handling — post, email and calls
  • Document filing and record-keeping
  • Bill and deadline tracking
  • Liaison with service providers on your behalf
  • Monthly summary of outstanding matters

How it works

1

Discovery call

We learn your household or business rhythm, your regular contacts, and what matters most.

2

Access & handover

You share the accounts, contacts and documents we’ll be managing on your behalf.

3

Ongoing management

We handle the daily and weekly tasks directly, and flag anything that genuinely needs your decision.

4

Weekly check-in

A short, plain-English update keeps you in control without adding to your workload.

Who this is for

This service suits busy professionals, business owners, and families who need reliable administrative cover but don’t need — or want — a full-time employee. It works equally well as a standalone service or alongside our other files, since your PA becomes the natural coordinator between them.

Why work with us on this

We built this service around the same discipline we bring to statutory financial work: clear records, agreed deadlines, and someone accountable for every task on the list. Nothing is handled casually or forgotten between updates — every request has an owner, a status, and a next step, which is precisely the structure most informal arrangements lack.

Frequently asked questions

Do I need to give you full access to my accounts?

No. We agree access on a task-by-task basis, and you can revoke or limit it at any time. Most clients start with a small set of recurring tasks and expand from there.

Can this work alongside my existing assistant or family member who helps out?

Yes — many clients use us to cover the overflow, or the tasks that are easier to hand to a dedicated third party, such as calls to service providers.

How quickly can you start?

Usually within a few days of the discovery call, once access and priorities are agreed.

What happens if a task needs urgent attention outside normal hours?

Flag it as urgent when you brief us and we’ll prioritise accordingly; genuinely time-sensitive matters are never left until the weekly check-in.

Ready to open File No. 01?

Send us the details and we’ll take it from here — one point of contact, start to finish.