Clare Shuttleworth-Richardson

Legacy & Estate Planner & Barrister Intermediary at Squiggle Consult
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Location
UK

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Experience

    • United Kingdom
    • Legal Services
    • 1 - 100 Employee
    • Legacy & Estate Planner & Barrister Intermediary
      • Oct 2018 - Present

      My primary responsibility is to meet with clients to independently review their current estate plans. Part of the process is to discern their future wishes, take instructions when needed and provide guidance regarding Wills, Trusts, Lifetime Trusts, Lasting Powers of Attorney. I am able to discuss the distribution of assets, guardianship of minor children, inheritance tax etc. and to explain Squiggle’s approach to engagements and fees. I manage a client's case from start to finish; the process starts with a review, a follow-up letter, taking instructions, reviewing drafts, communicating with clients to explain drafts and attestation assistance. Show less

    • 1 - 100 Employee
    • Operations and Training Manager
      • Mar 2003 - May 2018

      Operations and Training Manager Was responsible for:  Complete operational control of all business arms. Day to day operations managing 70 – 100 staff Logistics Planning & Forecasts Marketing  All recruitment, staffing, and training issues. Payroll Human Resources  Developed training programmes in all aspects of housekeeping, laundry and cooking – and taught same. Both in-house for our own staff and also for external clients  Driving sales, improving and maintaining levels of service, and keeping costs in line  Started a new department within the business. Personal supervision of the hospitality division – growing this arm to look after 60+ properties – maintaining high standards and guest satisfaction. Show less

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