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Director & Head of Estate Planning
What I do in the business: I am the Head of Estate Planning and I’m the boss when Karen lets me. I hold the Advanced Certificate in Will Preparation and have been drafting Wills since 2004. Currently a member of The Society of Will Writers and an Affiliate member of STEP (Society of Trust and Estate Practitioners)
I joined the business: at the start in August 2004
Before that I was a: Senior Investigator with Customs and Excise. Have also sat on the Senior Executive of the Society of Will Writers
The best thing about working here is: Giving clients peace of mind and developing my team to become stronger people
When I’m not working I like to: travel, watch football and live comedy (often at the same time!), listen to music and spend time with my family
One random fact about me: I have lived in 28 different houses
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