We have over thirty years’ experience in delivering friendly, high quality and cost effective services to our clients. We have a team of Consultants spread around the country who undertake all the home visits and they add several more decades of experience! Our team are here to help.
Following a decade trading commodities and 15 years in Financial Services holding various management roles, Patrick moved into legal services undertaking client facing activities and then a management role with a national provider of probate and estate administration services.
An Associate Member of the Society of Will Writers and an Affiliate Member of STEP, Patrick has his own Will Writing business and is co-founder and owner of BWL.
Patrick also regularly delivers enterprise workshops in schools and colleges covering areas such as life skills, financial markets and marketing.
With more than a decade’s experience in Legal Services, Duncan was Practice Manager at one of the UKs leading independent will writing companies and went on to gain probate/estate administration experience with business development activities to grow the network of partners to a national probate provider.
Duncan has his own will writing business and is an owner of BWL.
Duncan is also a regular speaker on Mental Capacity and Late Life Planning for both BWL and other willwriting entities.
Having worked in the Far East, Ian spent more than fourteen years in UK financial services. Initially providing specialist investment advice to private clients, he then moved on to managing teams of financial advisers. His area of specialisation included estate and inheritance tax planning.
Holding the Investment Management Certificate in addition to the Level 4 DipFA in financial services, he is also an Associate Member of the Society of Will Writers. Ian assists clients of all ages with will writing, lasting powers of attorney and estate administration. He also acts as a probate consultant.
Based in the Manchester area, Emma started working life as a registered nurse, first in the adult field and then later in paediatrics. She went on to graduate with an English degree from Oxford University.
After a career break, she began working as a probate consultant and over the last 5 years has trained to become a will writer.
Kate Meadows is an Affiliate member of STEP and an examined member of the Society of Will Writers and Estate Planners. She became interested in this field after working in legal compliance and has been exclusively estate planning for four years. She is mum to two school aged children and enjoys genealogy, reading and being part of an amateur dramatics group in her spare time.
In addition to helping clients face to face, Kate also helps draft the various documents BWL clients need when putting their affairs in order.
Justin, based in Surrey, was an estate agent for 10 years and then moved into Legal Services in 2011 initially as a probate consultant and more latterly adding will writing to his activities.
Justin enjoys explaining the estate administration process, inheritance tax, trusts and wills to clients in an easy and understandable way, including providing highly technical and administrative product information.
Nicola enjoyed nearly 30 years in customer care for major high street brands and a local authority, before retraining as a will writer.
Since then, she has dealt with many hundreds of families in the last four years. Nicola also represents BWL as a probate consultant.
Rod Peart offers specialist will writing and funeral planning services in and around Cumbria and the North East.
Having worked in the financial services sector since 1992, Rod holds the Society of Will Writers Wills & Estate Planning Certificate and a Diploma in Financial Planning. These qualifications and his experience means combined with an analytical approach has helped many people with their Estate Planning needs, Lasting Powers of Attorney and Funeral Plans. He also acts as a Probate Consultant.
Outside of work, he enjoys Rugby, beer and voluntary work.