Qualifications and Study Experience
After a career in the Banking and Financial sector spanning sixteen years until 2006, I subsequently moved into Will Writing and Estate Planning to advise clients on all aspects of Estate Planning from straightforward Wills to more complex Trust Wills, Lifetime Planning and also Lasting Powers of Attorney.
I joined Waldrons as a Paralegal in December 2017 to further enhance my knowledge in these areas and continue to advise clients on all aspects of Estate and Later Life Planning.
I enjoy working with and advising all types of client to build a rapport and guide them through a subject that is sometimes difficult to talk about.
I also work closely with professional partner firms, and in particular Prosperity Wealth who are able to offer further advice on areas such as Investments, Pensions and Inheritance Tax planning.
This ensures that I am able to provide a fully comprehensive service and advice to my clients.
As a firm we work closely with Community Union who are based in Kidderminster, to add further value to their members. I am the point of contact at the firm for union members wishing to discuss and put in place their Wills and Lasting Power of Attorney documents.
This relationship continues to grow and go from strength to strength with a consistent flow of referrals and excellent feedback.
I enjoy most sports, in particular football and golf. Although my playing days are a distant memory, I am still involved in football and coach Droitwich Spa FC Under 18’s who my son plays for.
I am also a member of Bransford Golf Club in Worcester and try and play as often as possible, time and weather permitting!
In order to relax, I enjoy socialising with family and friends, reading and listening to a wide range of music.