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Chartered Legal Executive

Sarah Phillips

“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”

Sarah mainly works with vulnerable children and adults supporting and advising them in the management of their financial affairs. Ensuring 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.

She knows her clients have often been through a distressing time and that they require guidance and support to ensure that their own needs, and the needs of their family, are met. She invests in building long-term working relationships through empathy, trust and understanding, helping her clients to feel more at ease when dealing with situations which are often difficult and worrying. 

Sarah qualified as a Chartered Legal Executive in 2019 having joined Tozers in 2004.

Bonnie

Your Thoughts

Testimonials

“Sarah has been a massive help to me, I wouldn't know what to do without her! Her support started with the creation and management of a trust and now extends to ad-hoc support in various situations. When I need advice or something doing that's out of her department, she always introduces someone who can help me, she doesn't just pass me onto them but she explains my situation to them so it's much easier! Sarah knows very good professional people who know what they're doing and this takes a lot of stress and time off me.

These are just a few things Sarah has / does for me, but there's so much more! My life wouldn't be like this if it wasn't for Sarah’s positive impact”

Bonnie

Company & Industry

Related Insights

Insights

Deputy’s Power to Cease Acting

Posted on 12th August 2020 in Later Life Planning

In all cases, where a Deputy no longer wishes to act, the Court of Protection will consider what is in the persons best interests before making a decision as to whether the Deputy may step down from their role.

Posted by

Sarah Phillips

Chartered Legal Executive
Insights

What is a Lasting Power of Attorney and how can I put one in place?

Posted on 12th May 2020 in Later Life Planning

Death, mental incapacity and old age are topics which can make people feel uncomfortable. It is important to remember, though, that preparations made whilst you are well enough to make decisions for yourself can make life far easier for you, and your family, later in life.

Posted by

Sarah Phillips

Chartered Legal Executive