I graduated with a first class BA Hons in Music at Colchester Institute before doing a Post Graduate Certificate in Education and teaching for a short time.
Following a change in career, I have worked in the Financial Services industry since 1987. I joined Birkett Long in January 2001 and I am a specialist in our back office system. My main responsibility is in producing an annual Investment Summary for clients and in addition I work with all the advisers with technical research.
It is very unusual for a firm of solicitors to have an ‘in house’ financial services team and therefore provides Birkett Long's clients with the advantage of obtaining legal advice and independent financial advice ‘under one roof’.
The Financial Services team works closely with other teams within the firm, for example the Wills, Trusts and Probate team providing clients with inheritance tax planning and Family team providing advice to clients during a divorce on pension sharing orders and maintenance payments protection.