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Wealth Management Assistant

Sophie Palk

“There are many topics that people find difficult to talk about, including Wills and Probate. I aim to make the entire process as easy as possible by being friendly, approachable and making clients feel as comfortable as possible.”

Sophie is as a Wealth Management Assistant working closely with Gráinne Staunton, Lucy Lamb and Sasha Brennan. She is often the first point of contact for clients who are looking for advice on later life planning, probate and Wills and safeguarding vulnerable adults when calling into our Exeter office.

Sophie enjoys getting to know and helping clients, applying her organisational skills to ensure she delivers exceptional client service when handling initial calls, basic enquiries and making appointments.

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Discretionary Trusts in Wills

Posted on 29th January 2021 in Probate & Wills

Choosing the beneficiaries in your Will, or the amounts that each beneficiary receives, can sometimes be a daunting task. Especially when you consider that you are likely to be making your Will many years before you pass away and you cannot always tell how much your family will grow and change over the coming years.

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Sophie Palk

Wealth Management Assistant