Bridgepoint Services provides independent research and administrative support to help individuals, executors, and estates identify dormant or unclaimed financial assets.
Our process is designed to be clear, transparent, and client-controlled from beginning to end.
We do not handle client funds and we do not act as a financial institution. Instead, we focus on conducting structured research and assisting clients in preparing the documentation needed to approach the relevant institutions directly.
The process begins with a confidential enquiry.
You may contact us if you believe there may be dormant bank accounts, forgotten insurance policies, or lost pension entitlements connected to you or to an estate you are administering.
At this stage we may ask for basic information such as:
Names and previous names
Known addresses or employment history
Information relating to an estate or deceased relative
Any documents or records already available
This helps us determine whether research may be appropriate.
Once we understand the situation, Bridgepoint Services conducts structured asset research using publicly available records, financial history indicators, and other relevant sources.
Our research focuses on identifying whether potential dormant or unclaimed assets may exist.
Where relevant indicators are found, we compile the findings into a research summary.
Step 3 — Identification & Verification
If research suggests the possible existence of dormant assets, we help review and verify the information before moving forward.
This stage may involve:
Reviewing historical records
Confirming identity or estate connections
Identifying the appropriate institution responsible for the asset
The goal is to ensure the information is accurate and properly documented before any claim process is considered.
Where appropriate, Bridgepoint Services prepares a structured claim pack to assist the client.
This may include:
A research summary
Guidance on the relevant institution’s claim process
Supporting documentation where required
Instructions for submitting the claim
Clients remain fully in control of the claim process.
The client submits the claim directly to the relevant institution.
Bridgepoint Services may provide administrative guidance if further documentation or clarification is requested during the process.
Any funds recovered are paid directly to the rightful claimant by the relevant institution.
Bridgepoint Services does not receive or handle client funds at any time.
Bridgepoint Services operates with a clear and transparent approach.
Clients remain fully in control of any claim process
Claims are not submitted without written authority
Clients may pursue claims independently if they wish
We do not handle or receive client funds
Our role is limited to research and administrative support.
Who We Work With
Bridgepoint Services supports:
Individuals seeking to locate forgotten financial assets
Executors administering estates
Beneficiaries of estates
Probate solicitors and legal professionals
Accountants and estate advisers