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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

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Here at Tozers, we have been taking steps to ensure that the lives of those, for whom we act as deputy, trustee or attorney, will not be impacted by the recent coronavirus outbreak.

Posted by

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Posted on 18th July 2018 in Later Life Planning

Although no one relishes the idea of losing the ability to manage their financial affairs themselves, putting in place the appropriate measures whilst you are still able can save a lot of time and cost further down the line. 

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