Our professionals provide an all-encompassing approach to workplace consultancy, covering the full property lifecycle of disposal, acquisition, fit out and occupation, freeing up our client’s time to concentrate on the operational side of their business. 

Throughout the process, we provide a single point of contact and take responsibility to reduce and manage risk. The results provide significant benefits, including cost saving.  

Our joined-up approach means that we can be instructed at any time during the process. Our advice spans from initial budgeting for exit purposes, through to the management and maintenance of business space.


Click on the below diagram to understand the tasks our professionals undertake at each stage of the workspace consultancy process.

Carter Jonas’ approach to workplace occupier services

Our proactive approach in defining any brief is fundamental to successful project delivery. Work our experts can provide at this stage includes: 

  • Defining the procurement strategy 
  • Helping to assemble the best design team 
  • Developing a master budget
  • Designing a master programme

The acquisition of a real estate asset represents one of the biggest single outlays a business can make and therefore it is extremely important that all factors are considered within the process. Our professionals have significant experience in these matters. We can review the strategic objectives for the acquisition against our client’s brief, whatever the cost, size, or location of the property.

Work our experts can provide at this stage includes:

  • Assessing the suitability of the building to our client’s requirement 
  • Identifying and planning for capital or exceptional works required to make the property suitable, removing the risk of potential unknown costs arising later
  • Undertaking landlord negotiations, including capping the service charge costs and obtaining capital contributions from the landlord

Work our experts can provide at this stage includes: 

  • Preparing the tender documentation, developing a list of tenders, and assisting with drafting the contract terms 
  • Managing contractor selection by evaluating and scrutinising proposals, our professionals provide overall solutions
  • Overseeing the delivery of the construction project, managing the costs, programme, and quality of the works
  • Acting as employer’s representative for technical negotiations with the landlord, including the licence to alter, and clarifying logistics arrangements

Work our experts can provide at this stage includes: 

  • Ensuring the rectification of any defects following completion of the works
  • Identifying and budgeting for planned preventative maintenance to avoid disrepair 
  • Safeguarding the relationship between landlord and tenant and ensuring this is productive and collaborative
  • Adhering to legislative compliance, including arranging all risk assessments, and compiling and monitoring action plans

Work our experts can provide at this stage includes: 

  • Developing a lease exit strategy to mitigate dilapidations costs, including assisting with implementing lease breaks
  • Forming a budget for lease end liabilities to prevent surprises 
  • Working with our client’s legal team to ensure co-ordinated and collaborative advice and strategy
  • Achieving savings as part of negotiations against the landlord’s claim to minimise exit costs

Why choose Carter Jonas to provide your workplace occupier services?

Our professionals are located in Bristol, Birmingham, Cambridge, Oxford, Leeds and London, and offer extensive workplace occupier advice across England and Wales. Our specialists have considerable experience over many years of managing complex projects across the office sector.


Richard Love is a Partner, Head of Building Surveying in our London Commercial Team. Richard joined from Watts Group PLC where he worked since 2010, most recently as director in it's project consultancy group. Richard's role is to provide building consultancy services, including relocation management, contract administration, design, strategic procurement and conservation advice with our clients.

Career Highlights:

Ealing Town Hall:
Full external restoration of Grade II Listed Victorian Gothic town hall building. The project arose from a survey identifying incidences of dangerous stonework and the project incorporated extensive masonry repairs, reroofing, redecorations, stained glass replacement, access improvements and drainage improvements.  Works on site were delivered over an eight month period during which the town hall remained fully operational.

The Royal College of Psychiatrists HQ Relocation:
Project management services in respect of all aspects of the HQ relocation for this prestigious medical college.  The relocation centred around moving into a 50,000sq ft 1980’s office building and delivered a comprehensive strip out and refurbishment including the creating of canteen and catering facilities, conference space, library including antique book collection and sublet space.  The relocation was delivered in 9 months (inception to completion) and Richard also handled dilapidations matters on exit.

Career developments
Being appointed to the board overseeing the expansion of the Carter Jonas Commercial Division, which took place in early 2017. Also, managing the expansion of the Architecture and Building Consultancy team. The service line has doubled the number of specialists working within it in the last two years, becoming the largest team within the division. Further growth plans are currently in place for the next few years.

I can provide advice on:
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Matthew is a Chartered Building Surveyor in the Chapel Place office. Matthew has undertaken various Building Surveying services to a diverse portfolio of clients, including Royal Mail, Salvation Army, Winchester Working Men’s Housing Society, Aurora Fashions and Network Rail.

His primary skills cover: Schedules of Work, Schedules of Condition, Party Wall matters, Planned Maintenance Repair and Refurbishment Contracts of various properties, Schedules of Dilapidations, Insurance Valuations , Fire Insurance Valuations, Contract Administration, Defect Diagnosis and Prognosis, Statutory Consents, Budget Costs and Pre-acquisition survey.

Career Highlights:

  • Shortlisted for Young Surveyor of the year in 2016.
  • Leading on Party Wall matters for whole Thameslink project over 5 year period.
  • Defending dilapidations claim on behalf of Tenant, resulting in a reduction of the Landlord’s claim from £4.9m to £1.45m
I can provide advice on:
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Career Highlights:

  • Securing a portfolio insurance assessment in 2016 for over 150 assets in Greater London and Scotland.
  • Delivering a £700,000 CAT B fit out to fifth floor offices on Paternoster Square overlooking St Paul’s Cathedral in the Summer of 2015. 
  • Providing Lead Consultancy advice to major financial institution for CAT A refurbishment of 20,000 sqft offices in central Bath.
I can provide advice on:
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Matthew Ellams is head of our project management team. He has considerable experience within the sector and has worked across a wide range of projects, servicing many different types of clients.

I can provide advice on:

Career Highlights:

  • Project Management of the UK’s first retrospective fire pressurisation system on Grade II* listed tower building.
  • Conservation and Restoration of Grade II* listed 18thC Summerhouse.
  • Award Winning Conversion and Refurbishment of a Grade II listed farmhouse and range of traditional barns into a mixed use development.
I can provide advice on:

Keith is a Partner in the commercial team and is based out of our Cambridge office.

I can provide advice on:

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Workplace Occupier Services
Workplace Occupier Services
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