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Paralegal within the wealth management team
Sarah is a Graduate Member of the Chartered Institute of Legal Executives (since 2018).
Sarah’s main focus is working with vulnerable children and adults with regard to the management of their financial affairs. In order to ensure that her clients’, often varied and complex, needs are met, Sarah regularly deals with applications to the Court of Protection and liaises with various other professionals. Sarah also has expertise in dealing with the creation and administration of personal injury trusts. Her personable approach helps to put clients at ease when dealing with situations which are often difficult and worrying.
“My clients have often been through a distressing time and they require guidance and support to ensure that their own needs, and the needs of their family, are met. I feel it is important to spend time building good relationships with all my clients so that they have someone to turn to when life becomes difficult. As part of this process, I will prepare my clients for the steps which are in front of them so that, otherwise very stressful processes, become easier to manage”.
I am the mother of an eighteen year old young man who was born with a condition called Erb’s Palsy as a result of bad practise from a doctor upon child birth. Aged 10 we embarked upon a journey with Tozer’s to obtain some extra funding for Samuel to help him with some of the disabilities he has suffered as a result of his birth injury.
This journey has been made so much more achievable as a result of working with such an amazing team of people at Tozers. They have done everything along the way to ensure it was as plain sailing as could be. Samuel and our family are deeply grateful for this and of course the end result.
Amanda & Geoff Snell