John has worked in financial industry for over 27 years with the first 12 years working as an independent financial advisor/ mortgage consultant. In this time he has gained vast experience dealing with individuals and families, helping them through sometimes difficult periods that we all have in life, from the stresses of moving home to making sure your children and loved ones are protected.
In 2003 John became a director of his own company offering Mortgage and Protection Advice to whole of market and eventually, through demand, introduced Will and Estate Planning facilities to help with the growing need to connect both areas of expertise.
John says: “I take my job very seriously and I am aware of the responsibilities I have to everyone I meet. My motto has always been the same, “providing peace of mind for individuals and families protecting your family’s future.”
I believe we live in a time where our families have acquired more wealth than ever before, mainly through owning a home or receiving inheritance from loved ones. It is our responsibility to protect and ring fence this from the possibility of paying tax twice and more importantly to make sure that our children continue growing without the worry of poverty in the future.”
Head of Administration
Graham has previously worked in the retail and entertainment for different sector companies over the last 15 years progressing from junior level into management and has spent a number of years developing his management skills in Flagship stores.
Graham joined the team in January 2013 as Head of Administration, bringing his experience and knowledge from his retail background to provide a comprehensive service to all our clients.
Graham says: “Moving from the retail to the financial sector has brought a new and exciting challenge. After joining several years ago, I have learnt so much and enjoy looking after our clients.”
CeMap Certified Mortgage and Protection Consultant
Kyemmy joined Will Trust and Protect Ltd as an Administrator in 2015
Since joining the team, Kyemmy has progressed in her career and is now a qualified Mortgage and Protection Consultant, working with Will Trust and Protect Ltd’s sister company, WT&P Property Lending Ltd.
“Working in finance has been the best decision I’ve ever made, although it’s a huge change from my history of caring for animals. I love helping my clients achieve their dreams, whether it be those all-important home improvements or a step up the property ladder! Client care is always at the forefront of my mind”
Charlotte is the newest member of the team, joining in September 2018. As Marketing Administrator, Charlotte takes care of all aspects of Marketing for the company, such as advertising, social media, design and maintaining the website etc. Aside from Marketing, she also carries out administration for Will Trust and Protect Ltd and WT&P Property Lending.
“Since joining Will Trust and Protect Ltd, I have learnt so much about Estate Planning and Mortgages, It’s a new world for me as previously I had been working for a recruitment company but I find my new role completely fascinating. I have had a warm welcome from the team and am really enjoying coming to work everyday.”
Becca currently works part time as a Trainee Administrator for Will Trust and Protect Ltd
“I enjoy having the balance of gaining work experience here at Will Trust and Protect Ltd.”