My career started 30 years ago after doing my A levels when I undertook an Accountancy apprenticeship in a small accountancy practice in Liverpool.
After passing my AAT, I then went on to ACCA followed by ATT when I then chose to specialise in Personal Tax with a portfolio of over 400 clients before then moving on to Trust and Estate Accounts and Taxation where I managed a portfolio of over 150 clients conducting the administration of Trusts and Settlements on a daily basis and then preparing annual Accounts and Tax Returns for both the Trust and the Beneficiaries.
After over 21 years in the profession, I decided upon a change of direction and studied to become a professional Will Writer in order to be able to write the Wills and Trusts that I had been looking after for the previous 8-10 years.
I have now worked in this field as an Estate Planner and Will Writer for 8 years now working with mortgage brokers to conduct the Wills Estate Plans and LPA’s for their clients. Because of this association with the mortgage brokers, I am also CeMAP qualified which enables me to have a good understanding of how the mortgage brokers work, and enables to be communicate on a level basis and give assistance and guidance on Estate Planning products to fit within their sales role as mortgage brokers.
As part of my role, I am a member of both the IPW (Institute of Professional Will Writers) and also the SWW (Society of Will Writers) and I work to be compliant with both codes to ensure that the work carried out by my Estate Planners is also compliant and to the highest standards possible.
My role as Compliance Manager is that of checking every draft that is prepared by the Estate Planners, ensuing that they are correct and satisfy the clients wishes, prepared in a consistent manner to the standards that we set ourselves. Once I am satisfied that the draft documents are correct, I approve them for sending to the client. Once the client has approved their drafts, I then check the files and documentation to ensure that the documents have been signed correctly and by the correct people, witnessed correctly where required and copies stored where necessary. We set ourselves a very high level of criteria for our compliance records to ensure that at the point when the Will Writing industry becomes regulated in the future, we will not be caught out as we are conducting our business now, as if we are already regulated.
Personally, I suffer with a form of OCD where I like things in a certain order, which carries on to my professional work where I am a bit of a perfectionist and I like things to be done correctly and to a very high standard.
Outside of work, I like to unwind with a game golf after acting as taxi driver to my children, taking them to gymnastics and scouting events.