HERITAGE ESTATE PLANNING - Key Persons
I joined the company in September 2023 following a long career in the nursing profession. With my change of career and new role, it was important to me to work for a caring and professional company and so I am really pleased to now be part of the team at Heritage Estate Planning. I bring many years of customer service experience to my new role, not only from my nursing career but from my earlier career in administration. In my spare time, I enjoy socialising with friends, going for long walks, reading and travelling.
I joined the company in 2022 and started my role as admin! After a waitressing job, this was a big career change, but I am positively embracing my role in Heritage and thoroughly enjoy working in a close-knit business, that feels like we are all striving to the same main goal of growing this business and helping people through their journey of life. I am very proud to be a part of such a caring company that goes above and beyond to help our clients.
I look forward to progressing more into this company and leaning more along the way! I love reading and socialising in my free time!
Job Titles:
- Estate Planning Consultant
Having taken voluntary redundancy from a corporate company I had worked with for over 25 years, I was fortunate to be given the opportunity to work alongside Heritage Estate Planning as a Consultant based in the Southeast of England. My previous experience of customer service makes this position ideal for me as my aim is to always strive to provide a first-class service to my clients.
I do that by carrying out free initial discussions where we discuss key roles, current family situations and look further than the obvious when it comes to the distribution of the estate. Once the clients are happy to proceed, we arrange either a face to face or video conference meeting for me to take their full instructions. I take pride in ensuring I am there to fully explore potential issues and work with my clients to provide personalised plans. I also talk through the "here and now" and organise Lasting Power of Attorney for both Health & Wealth, ensuring complete peace of mind both now and in the future.
I live in Kent and am married with one stepdaughter. I enjoy spending time with my family, socialising with friends and have found a new passion for health & fitness. I love holidays abroad where I can explore new places and enjoy some rest and relaxation.