prof e ss i onal S E R V ICE S S P ECI A L
the city AT WORK
WE MEET THE PROFESSIONALS MAKING THE CITY BUZZ
F I N A N CE / R EC R U IT M E N T / P R O P E R TY / L A W / B U S I N E S S S E R V ICE S
© EMMA SOLLEY
2 I EXETER LIVING I www.mediaclash.co.uk
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setting the agenda Meet the shining stars of Exeter’s professional services’ community, from lawyers to financial experts who help your wealth grow, and a myriad of other professions in between Cover image by Emma Solley
E
xeter’s an increasingly important player on the national business playing field. It’s a centre of innovation, acumen and excellence. Just to get a sample of this professional offering – from the legal eagles to the financial wizards, the property experts to the essential business service guys – we spoke to a wide cross-section of experts and asked: So, how’s business?
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architectsfeature advertising Catherine Lichota
The Fry Group Ian Ellis
Tell us about your business
The Fry Group has been trusted for more than 120 years to help clients with all aspects of financial planning, from tax optimisation, wealth management and pensions to trusts and estate administration. Over the years, we have built strong long-term relationships with clients and often work with families through the generations. What achievement as a firm are you most proud of?
We have been a Chartered firm of financial planners since 2013, and in 2019 were awarded the CII Gold Standard for pension transfer advice. In 2018 we were placed 5th (our highest ever ranking) in FT Adviser’s Top 100 Financial Advisers; a significant accolade. We’ve also been recognised in a number of international awards. When was your company founded?
The Fry Group was established in 1898 by Wilfred T. Fry, initially focusing on helping British expatriates recover tax. What areas do you specialise in?
We offer tax-led financial advice for clients in the UK and overseas. Finances are personal and every client has their own priorities and aspirations. We focus on three key areas: wealth management, tax optimisation and estate planning. The challenges our clients are facing
Bryers LLP
Catherine Lichota
Tell us a little about your business...
We specialise in assisting clients with intellectual property (IP) matters, whether that involves inventions, designs, branding or other implementations of ideas important to a business. We work with companies operating in different industries and in different countries, and with people having all sorts of different backgrounds. What sets you apart from others in your sector?
Our philosophy is to be approachable and pragmatic, so that people feel comfortable to contact us with whatever IP related query they have, whenever they have it. Our recommendations are more effective the more we understand the relevant commercial circumstances, and so we like to stay in regular contact with our clients so we can learn of any changes that may alter our advice sooner rather than later. We are based in the West Country and are happy to travel or to use conferencing technology to avoid our office location becoming a barrier to establishing and maintaining business relations. What challenges are your clients facing?
A perennial issue is attracting and keeping the right people within a business, which can be affected by many factors such as general industry trends, company culture, the education, experience and skills of the workforce, and local housing and transport costs. Tell us about the growth of the company...
Over the last 20 years, it has grown from needing only a few rooms in the building to taking over the whole property and making changes to fit everyone in! 01225 428877; www.bryerlaw.com
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Some financial challenges are enduring – such as minimising tax and ensuring all estate matters are taken care of. Others are more dependent on external forces. For example the ongoing disruption in global markets – the result of many issues including trade wars – means that the current investment landscape is challenging. Ultimately good financial planning can help maintain some form of stability and control, regardless of circumstances. Did you know...?
Our London office managed to sell an unwanted refrigerator to Buckingham Palace following World War 2. 01903 231545; www.thefrygroup.co.uk Ian Ellis
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Coping with investment uncertainty
F
Investors need not necessarily fear these turbulent times, says Tony Hawes of OLD MILL
inancial markets have been turbulent recently and you may have heard that "uncertainty" is the cause. This suggests that uncertainty comes and goes, but because the future is unpredictable, investors must cope with uncertainty all the time. Consider the Brexit process, US-China trade talks and recent fund manager issues that have been in the press. Not everything goes to plan. So how can investors learn to cope with pervasive uncertainty? It can be hard, especially in volatile periods when the value of your investments is fluctuating from day to day.
expected effect and prices change as participants act on this. It’s therefore reasonable for you to work on the assumption that today’s market level has priced in current uncertainty. As we know, predicting future events correctly, or how the market will react to future events, is difficult. The good news is that being a successful investor doesn’t rely on making accurate predictions. It’s important to understand that market volatility is a part of investing and to receive the benefit of higher potential returns, investors must be willing to accept increased uncertainty.
Pricing-in uncertainty
Uncertainty and your investments
Millions of stock-market participants around the world are continually assessing information, its
We define a successful investment experience as one where our clients sleep soundly at night,
understand the investment journey they are taking, and have a strong chance of achieving their future lifestyle goals. A key part of this is being able to stay with your investment philosophy, even during tough times. A well thought-out, transparent investment approach can help people be better prepared to face uncertainty and may improve their ability to stick with their plan and ultimately capture the long-term returns of capital markets. It’s natural to feel unsettled with so much turmoil in the UK and globally, so please contact us if you would like to discuss your investments. That’s what we’re here for. n If you would like to know more, please do contact me on 07854 413809 or anthony.hawes@om.uk
CLEAR INDEPENDENT GUIDANCE Premier Financial Planning Ltd. Independent Investment & Mortgage Advice 1B Station Road, Pinhoe, Exeter EX1 3SA Contact us: www.pfp-ltd.com | Telephone: 01392 758950
Hartnell Chanot Rachel Buckley
Belinda Newton
Tell us a little about your business
We are the largest firm of family law specialists outside of London, providing family law services to clients in the South West and further afield, including international clients. What achievement as a firm are you most proud of?
This has to be the team that we have - they are amazing. Everyone works tirelessly to help clients and children when they are at their most vulnerable to get back on to the road to recovery and independence. They really care about the work that they do and the service they provide. We’ve won a fair few awards, too! Describe your offices?
They’re light and bright with a friendly atmosphere. We have table tennis on offer for our staff to have fun and relax at lunch times. We have the radio on to lighten the mood – staff often break out into song or a little dance. What makes working in Exeter special?
It’s the fact that Exeter has everything – we’re near to the coast, the countryside and the moors. Exeter has great restaurants and shopping. And most of all it has an amazing business community that is incredibly supportive and inclusive. When was your firm founded and who by?
The company was founded by our Managing Director, Norman Hartnell back in 1991. At the time, we were one of the first law firms where each lawyer had their own computer. Did you know...?
That we sponsor two of the Exeter Chief’s players; the British Lion and Welsh International star Tomas Francis and Chief’s player Jack Innard. We are very proud of our association with these successful players. We played them at table tennis recently but I won’t reveal who won! 01392 421777; www.thefamilylawco.co.uk
Rachel Buckley
THE HR Dept Exeter Belinda Newton
Tell us a little about your business
As an outsourced HR department, we provide SME businesses with everything a large corporate would expect from its own in-house human resource team. The only difference is that they don’t have to pay to keep us in-house! From providing a single employee contract, to taking on all their human resources problems, we can provide the right level of support. What areas do you specialise in?
Our services include: • General HR support • Contracts of employment and staff handbooks • Absence Management • Performance Management • Disciplinary and grievance hearings • Dismissals • Redundancy projects and outplacement • Training and development When you employ staff there are lots of administrative tasks that must be done. To help with that we have just launched a new HR Operating Manual - a simple to use guide that provides employers with everything they need to take on an employee and manage them through to what to do at the end of employment. What sets you apart from others in your sector?
We are local to our clients so get to know them and how their business works. We don’t sell solutions, but design support to suit the needs of each individual company. Did you know...?
In a recent customer satisfaction survey, 100% of our customers said we gave them peace of mind with their HR needs. 01392 349560; www.hrdept.co.uk/offices/south-west/exeter
“From providing a single employee contract, to taking on all their human resources problems, we can provide the right level of support” 8 I exeter living I www.mediaclash.co.uk
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© EMMA SOLLEY
“Exeter has an amazing business community that is incredibly supportive and inclusive”
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architects
Emma Grant
Learn to Finance Emma Grant
Tell us a little bit about your business
My background is local government finance, working at Exeter City Council for 20 years. Latterly, I took on the role of systems accountant there and I was on the project team responsible for implementing a new finance system. I carried out training for all new users and developed my love of training from there. In December 2013, I took voluntary redundancy to make the move into teaching. Since 2016, I have been teaching the AAT (Association of Accounting Technicians) qualification to a wide range of students. In April 2018, I set up my own business, Learn to Finance Ltd, offering bookkeeping and accountancy tuition. I now provide a range of freelance accountancy courses and workshops and am excited to be collaborating with Education & Training Skills in Exeter, to offer the full range of AAT qualifications.
Fiona and Claire
Tell us about your community/charity involvement
What areas do you specialise in?
What areas do you specialise in?
What sets you apart from others in your sector?
Last summer, I worked as a volunteer finance officer at the South West MS Therapy Centre in Exeter as I wanted to give something back, and this is a charity close to my heart. Being my own boss provided me with this wonderful opportunity. A couple of months later, I became their Treasurer. Learn to Finance specialises in providing bookkeeping and accounting tuition, and bespoke workshops, up to and including the AAT Professional Diploma - Level 4. Did you know...?
I’ve been a member of the Exmouth Town Concert Band and the Exeter and East Devon Rock Choir. 01395 226458; Email: info@learntofinance.co.uk; www.learntofinance.co.uk
MBC accountants
Tell us a little about your business…
At MBC accountants we do what it says on the tin. We are chartered accountants offering a bespoke service from all the basic accounting requirements to the full service where we act as your finance department. We are professional yet non-judgemental. Our team are knowledgeable, but we still believe in speaking in standard language. Transparency and client confidentiality are key. We are committed to hitting deadlines but have time for you as a person.
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MBC accountants works with businesses of all sizes helping them to maximise their profit after tax. We can act as your finance department, offering you a tailor-made outsourced solution or you can pick and mix any of the services we offer – year end compliance and tax returns, book-keeping, VAT payroll etc. Fiona believes passionately about delivering a boutique service tailor made to the needs of your business. The service we provide makes it easier for you to focus on running your business. We pride ourselves on being friendly and approachable. Our team is experienced, proactive and committed to delivering a bespoke service to each and every client. Clients love our six-week turnaround on yearend accounts and our fixed fee policy. Any exciting news?
MBC accountants will be exhibiting again this year at the South West Business Expo. This is always a very successful event for our team and the networking opportunities provide new clients adding value and drive to our service. Fiona Rook opened in Okehampton 17 years ago and due to a continuing growing client base, we expanded into new offices in the heart of Exeter in 2015 which in turn now has an exciting, growing client base. We are in a central and accessible location with offices in Dix’s Field. 01392 590068; www.mbcaccountants.co.uk
OUR SECTORS
WE PROVIDE YOU WITH THE KNOWLEDGE AND UNDERSTANDING OF FINANCE. Our Accountancy courses will provide you with the knowledge and understanding of finance and accounts to help you start out in your accountancy career.
EMMA GRANT MAAT CPFA Exmouth Business Centre 14 Hartley Rd - Devon - EX8 2SG
01395 226458
info@learntofinance.co.uk
www.learntofinance.co.uk
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Address
Two decades specialising in construction recruitment has allowed us to finesse our craft. An essential part of this has been to constantly strive to best understand our clients and candidates – we’ve gained a deep appreciation of how we can make your recruitment process more enjoyable and rewarding, and this remains at the heart of everything we do.
1 Emperor Way, Exeter Business Park, Sowton, Exeter, EX1 3QS Telephone: 01392 314052 E-mail: Careers@rgbrec.co.uk www.rgbrec.com
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advertising feature Premier Finance James Dalgleish
Tell us a little about your business
We are a community-based team of IFA’s and mortgage advisors providing a one-stop shop to help people get the best deals on their mortgages or insurances as well as plan for the future through investment planning. Work/life balance – how do you get it right for you and your staff?
With a team of four offering client appointments six days a week including evening meetings as long as someone can man the fort we can be flexible with our working hours and which is great when many of us have young families. What plans do you have for 2019?
Coming up to our third year later in 2019, it’s great to be able to employer a full-time client manager helping increase turn around and service levels and we are also on track to reach over £30 million worth of mortgage lending helping so many people move in to their dream homes. Did you know...?
It’s in our blood to give ‘extra’ with three-quarters of the team coming from the same well known high street bank. 01392 758950; Email: exeter@pfp-ltd.com; www.pfp-ltd.com
Mark Neath
Old Mill Jackson
“Providing a one stop shop to help people get the best deals on their mortgages or insurances”
Mark Neath
Tell us a little about your business
Old Mill is a unique group of industry-leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support. Name a rising star in your company
Carolyn Matravers, a chartered financial planner, who recently gained her Society of Later Life Advisers (SOLLA) accreditation, is making a real difference in the lives of those she works with. The increasingly complex nature of later life finances means that it can be a total minefield for older people and their families. Having an expert, like Carolyn, in our Exeter team means we can take a holistic view of the whole later life market, as well as care funding matters, to provide vital advice to those tackling later life issues. Tell us about your community/charity involvement…
Each year our offices choose a charity that they want to support. This year our Exeter office have been raising money for FORCE, a local cancer charity that has been funding research and buying equipment to improve patient care since 1987. So far we have raised over £3,500 for the charity. Did you know...?
One of our team is an international triathlete, competing as part of the GB team in his age group. 01392 214635; www.om.uk
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Funding solutions for your business and property needs
Property Investments
Property Development
Bridging Finance
Crowd Funding
Asset Finance
Commercial Mortgages
Buy To Let Mortgages
Invoice Finance
Banking Consultancy
Business Loans (Secured and Unsecured)
01225 800849
enquiries@swbf.co.uk www.swbf.co.uk
South West Business Finance is a broker of credit and not a lender. South West Business Finance is a trading name of Aspire Commercial Finance Limited Registered in England & Wales under No: 09076273 Aspire Commercial Finance Limited is authorised and regulated by the Financial Conduct Authority (690089) also a member of the NACFB (06/0035/CM) Your property may be repossessed if you do not keep up on repayments on a mortgage or any other debt secured on it.
advertising feature Rathbones Matt Hall
Richard Norman
Tell us about your business.
Rathbones was established in 1742 and is one of the UK’s leading providers of high-quality investment management services to individuals, families, charities, and their advisers. We work with you to put in place a personalised investment strategy - whether that is to help protect and grow your wealth, or produce an investment income. What about your firm are you most proud of?
At Rathbones we pride ourselves on not having relationship managers. This means from the outset, your relationship is with the person responsible for managing your investments and helping you achieve your goals. What predictions do you have for markets in 2019?
Volatility. With geopolitics, ongoing trade wars, the US moving ever closer to the end of this economic cycle and the path for interest rates hanging in the balance, there are uncertain times ahead. Did you know...?
Financial priorities change over time so it is important that you review your investment strategy regularly. We do this with you, so your investments, and our understanding of your requirements, are always in line with what is happening in your life. Rather than ask you to fit in with us, we build our service around what is important to you. Because no two people are alike, we apply the same rule to investing 01392 201000; www.rathbones.com/exeter Matt Hall
Redmayne Bentley Richard Norman
Tell us a little about your business
Redmayne Bentley was established in 1875 by John Redmayne, and today the firm is one of the UK’s largest independent investment management and stockbroking firms. Clients approach us from a variety of backgrounds and individual circumstances. They may be seeking specific expertise or an investment management service to achieve an income in retirement, saving money towards school fees, or achieving better returns with their savings. Having opened in 2007, the Exeter office has a highly experienced team of five people with almost 100 years’ industry experience between them. What areas do you specialise in?
We provide bespoke investment management, as well as stockbroking and tax-efficient products such as ISAs and SIPPs, and have considerable experience of working with private clients, trusts and charities. We also work with executors (individuals and solicitors) on probate valuation services and sell shares for estates and beneficiaries. What sets you apart from others in your sector?
In an industry where more online investment platforms are coming onto the market, we provide a service based on establishing longterm relationships with our clients, built on trust and understanding. Our investment managers provide a personal, tailored and flexible approach to managing their clients’ investments, using their expertise across all asset classes to tailor the portfolio and service to each individual client. This ethos is also at the centre of our stockbroking service, ideally suited to experienced investors who seek a high-quality service with a stockbroker. We deal in UK and overseas stocks held in certificated and electronic form. Did you know...?
We were awarded ‘Best Full Service Stockbroker’, ‘Best Stockbroker for Customer Service’, ‘Best Self Select ISA’ and ‘Stockbroker of the Year’ at the Investors Chronicle and Financial Times Investment and Wealth Management Awards 2018. 01392 687230; www.redmayne.co.uk
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advertising feature RGB recruitment Tanya Loosemore
Tell us a little about your business
RGB is the longest established, market-leading construction recruitment specialist in the South West. We are unique in the fact that we run independently, supported by Pertemps Network, giving us great financial security and back office support enabling us to offer our clients and candidates the very best levels in service including experienced and qualified consultants, great market coverage and knowledge through long-standing relationships with the leading local and national construction, engineering and property companies. Our ability to tailor our service to individuals and offer sound career advice is second to none. Tell us about your community/charity involvement…
We are committed to making a positive impact in our marketplace and community. We support a charity each year, working to raise as much as possible – often in the thousands. We are involved in schemes encouraging people into the construction industry or back into work, Building Greater Exeter, equality programmes through Women in Property and are sponsors of both Exeter Chiefs and ECFC. What areas do you specialise in?
Chris Elliott, Simon Sheldrake and Paul Lilley from SWBF
Construction, engineering and property.
South West Business Finance
What benefits do you offer employees?
Tell us a little about your business...
We reward our consultants with an industry-leading commission structure and we are always introducing incentives to further enhance their package. We have regular events such as days at the races and weekends away, as we believe in rewarding staff for excellent performance. All staff receive access to a share save scheme, pension, flexible working and Perkbox. We provide training and development programmes for all employees. Did you know...?
This year, RGB will be celebrating its 20th year in business. 01392 314052; www.rgbrec.com
Tanya Loosemore
Dan Smith
South West Business Finance (SWBF) is an independent finance consultancy and commercial brokerage. We work with a broad range of lenders and funding providers to find our clients the most appropriate finance for their needs. We use our broad range of experience to put together the best debt structures for our clients, focussing mainly on trading businesses and property professionals. What predictions do you have for the sector in 2019?
The uncertainty in the external economic climate does bring both challenges and opportunity for businesses. All businesses and property professionals will need to be discussing their finances to ensure that they will stand through this difficult period and therefore we are still forecasting growth. Tell us about your community/charity involvement…
We are delighted to be supporting Children’s Hospice South West as our charity partner of year 2019. The team completed a sponsored walk along the Bristol to Bath cycle path, raising over £3700! These funds will help support life-limited children and their families from across the South West. What areas do you specialise in?
We specialise in all aspects of business and property finance. What we are currently seeing most of is cashflow finance, whether that be for growth, growing pains or a small gap in general cashflow. On the property side we are completing a lot of property development and commercial mortgage transactions. Debt sizes vary from £100k to £20m. When was your firm founded and who by?
My fellow managing director Steve Barrett and I founded the business in 2014, having both come from a background of commercial and corporate banking. Our team is now 14 members strong with a huge amount of commercial banking experience, over 250 years between us. With this much experience we don’t believe there is a transaction that we haven’t seen… saying that, we are happy to be tested! Tell us something interesting about your company...
We have an office dog called Digby! 01225 800849; www.swbf.co.uk
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advertising feature Sam Reid
WBW SOLICITORS Sarah Witheridge
Tell us a little about your business
Our firm is one of the largest legal practices in the area with offices across Devon and Cornwall. Our teams offer the very best legal advice across a full range of services, both for private individuals and for businesses. We put our clients at the very centre of how we do business, and this means that we can tailor-make solutions. We are always happy to dovetail with other professionals that our clients work alongside so that we can ensure that the best results are achieved for our clients. We aim always to be approachable, accessible and open in our dealings with our clients and other professionals. We strive to build and sustain good working relationships – relationships based on trust, the ability to understand the needs of our clients and to offer advice that meets those needs. Describe your offices
Tozers solicitors Sam Reid
Tell us a little about your business
We are a full service law firm, meaning we offer anything from helping you make a Will, to moving house, to advising businesses on corporate finance. In our large Exeter residential property team, we make sure that the moving process goes as smoothly as possible, whether you are buying a manor house or selling an apartment. A lot of our work is received through recommendations from clients we’ve helped to move in the past.
We have nine offices across Devon and Cornwall – Newton Abbot, Exeter, Torquay, Paignton, Bovey Tracey, Sidmouth, Exmouth and Honiton in Devon and Launceston into Cornwall. This means that we can offer real local knowledge for the communities and areas where our offices are based. How have the last 12 months been for you?
Busy, following the merge with Ford Simey – we merged with Ford Simey in November, bringing two of the oldest law firms in Devon together. With our complementary ethos and office geography, this has enabled us to enhance and strengthen the legal offering available to all our clients. 01392 274126; www.wbw.co.uk
Sarah Witheridge
Tell us about your community/charity involvement
Charity involvement is incredibly important for us at Tozers. Each year, staff vote on who should be our ‘charity of the year’ and are encouraged to think of creative ways to fundraise. For 2019, we are supporting Age UK Exeter which has so far involved walks, pick n mix, and our upcoming family fun day on 6 July at St Thomas Pleasure Grounds. What makes working in Exeter special?
Exeter has a thriving business community and we’re lucky in Southernhay to be surrounded by many businesses that we work with. Not only that, but Exeter is also a beautiful place to work. It’s leafy, has some great architecture and is certainly buzzing without being overwhelming. As we’re based centrally, we’re spoilt for choice of where to go at lunchtime, including the street food market which happens at this time of year. Did you know...?
Tozers was established in 1785 so we like to think we are part of the furniture in the area! 01392 207020; www.tozers.co.uk
“In our large Exeter residential property team, we make sure that the moving process goes as smoothly as possible” www.mediaclash.co.uk I EXETER LIVING I 19
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For more information go online www.mbcaccountants.co.uk 13 Dix’s Field, Southernhay,Exeter, Devon, EX1 1QA | Fiona rook 01392 590068
advertising feature What challenges are your clients facing?
I hate to say it, but Brexit must be the big one. It’s not necessarily the notion of Brexit but the uncertainty of it. The start of the year saw people be far more cautious about stepping onto, up or off the property ladder but that seems to be changing now. Perhaps people are just fed up and have decided to get on with their lives? The commercial sector has remained strong however. Local industry appears to have taken a far more pragmatic view. They are getting on with things and this means helping them to formulate plans for the ‘just in case’ scenarios which has helped a lot of deals go through even when Brexit deadlines have come and gone! Did you know...?
Although Wollens is a new name to Exeter, we actually merged with the long-established firm of Morgan & Pope Solicitors in 2018 whose roots go back to 1833 which is before Exeter City Council was even created! 01392 274006; www.wollens.co.uk
Charlotte McGregor
Wollen Michelmore Charlotte McGregor
Tell us about your community/charity involvement…
I became a volunteer Trustee with the fabulous local charity Hospiscare last September. I always knew that it was a great charity delivering first class palliative care and support to patients and their family and being a Trustee has enabled me to confirm my views. It is a real privilege to be involved with the planning of future projects which we hope to roll out within the next few years. I can honestly say that Hospiscare will not just fill the gap which exists between what the patient and their family want and what the NHS can deliver but we will be offering a service which will allow people to die with dignity.
“We all know that Exeter is simply the best place to be in Devon. It has become such a vibrant city with so much enthusiasm for investment”
What areas do you specialise in?
I am a private client lawyer which means that I deal with estate planning, wills and estate administration (probate). Essentially, I spend a lot of the day thinking and talking about death! It’s a very interesting area of the law and has required me to deal with all sorts of unusual things - finding lost relatives, locating foreign assets, arranging for ashes to be turned into diamonds to name just a few! The estate planning side of things is equally as interesting as it gives me the opportunity to really get to know my clients. We work together on a very intense basis for a fairly modest length of time but when we’ve finished, I know all about them - their family, their wealth, their future plans etc and it doesn’t end there. I am then involved with putting plans into action with assistance of the rest of the Wollens team. This might involve selling off development land after the appropriate tax planning has been actioned, setting up family trusts or family investment companies etc. We all know that Exeter is simply the best place to be in Devon. It has become such a vibrant city with so much enthusiasm for investment, not just by the City Council but also the residents and business owners who live and operate here. The success of the City is fuelled by people with big imaginations and ambition and we have been lucky enough to work alongside, for and with a number of them.
© EMMA SOLLEY
What makes working in Exeter special?
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© EMMA SOLLEY
professional S E R V I C E S S P E C I A L
FI N A N C E / R EC RU I T M E N T / PR O PE R T Y / L AW / B US I N E SS SE R V I C E S 80 I exeter living I www.mediaclash.co.uk