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5.0

/5.0
/ Based on 2 ratings
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Helen Tebay - The Sales Lady Ltd

We got our wills done through Nicola and at first I thought why do we need one as we don’t have children so should be simple and straightforward but it turned out that how we wanted things to be at the end of our time isn’t how it would play out so we got protection in place with a Will so we can be sure of what each other wants and where our assets will go. Next step is to get a LPOA in place to protect us if we are not able to make decisions. My friends say it’s a bit depressing however I think it’s helped reduce my anxiety as we have a plan in place. Nicola is kind, patient and ensures avenues are explored so that you can make the best decisions possible. Doing it yourself or DIY wills would not have allowed us to get the correct provisions in place! Thanks Nicola and to your team

Ginny Koppenhol

Nicola makes the process of organising your will, so straightforward! She was able to answer all our questions and talked through all our options. The process was smooth and we would have no hesitation in recommending Nicola to anyone needing a will (in fact we have already done so - my sister and her mother-in-law have both used Nicola's fabulous services).

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Experience

    • United Kingdom
    • Legal Services
    • 1 - 100 Employee
    • Director
      • Dec 2018 - Present

      Offering Wills, Powers of Attorney and Estate Administration in the Morecambe Bay Area Offering Wills, Powers of Attorney and Estate Administration in the Morecambe Bay Area

    • Business Consulting and Services
    • Director
      • Sep 2016 - Dec 2018

      Self-employed digital transformation consultant - using my wide experience in digital, automation and document management fields to assist a range of companies in developing strategy, planning and delivering their own transformations. Self-employed digital transformation consultant - using my wide experience in digital, automation and document management fields to assist a range of companies in developing strategy, planning and delivering their own transformations.

    • Health, Wellness & Fitness
    • Interim Business Solutions Architect
      • Sep 2017 - Feb 2018

      Lead the design and implementation of new case management and automation solutions. Managing business analysis, solution design, process re-engineering and implementation activities including business testing, training and deployment support. Lead the design and implementation of new case management and automation solutions. Managing business analysis, solution design, process re-engineering and implementation activities including business testing, training and deployment support.

    • Norway
    • Financial Services
    • Interim Solution Delivery Manager - Document Management System
      • Feb 2017 - Dec 2017

      Deploy and embed the Documentum Document Management System for 2000+ GB and offshore teams, with corresponding rules and protocols for how documents are managed and stored. Manage and lead the following activities: - Business Analysis and Data Gathering - Solution Design using Documentum - Process Design / Improvement - Implementation including: development, configuration, test, release, business change and training. Deploy and embed the Documentum Document Management System for 2000+ GB and offshore teams, with corresponding rules and protocols for how documents are managed and stored. Manage and lead the following activities: - Business Analysis and Data Gathering - Solution Design using Documentum - Process Design / Improvement - Implementation including: development, configuration, test, release, business change and training.

    • Egypt
    • Oil and Gas
    • 1 - 100 Employee
    • Global Head, Enterprise Content Management Services, AIG Global Business Services
      • Jan 2015 - Sep 2016

      Establish and lead new department to support, define and drive forward thinking strategies for process improvement, workflow, automation and digital enablement across the enterprise

    • Vice President, Global Document Management Solutions. AIG Global Customer Operations
      • Nov 2012 - Dec 2014

      Led successful design and deployment of global program – implementing new document management capabilities into 46 countries in 2 years

    • Senior Program Manager - EMEA
      • Jan 2004 - Oct 2012

      Operational and Technical change leader for a variety of operational projects ...Designed and implemented Shared Service centers for Claims and OperationsDesigned and deployed Document Management Solutions (Kofax, IBM Content Manager, DocuShare)Oversaw introduction of FSA Compliance in Insurance business

    • Quality & Change Manager
      • Sep 2001 - Dec 2003

      Led the introduction of Lean Six Sigma in AIG UKConducted a review of Branch Operations, leading to the introduction of several new operating modelsDesigned and implemented a variety of new reporting and tracking solutions in AIG UK operations

    • Service Center Manager
      • Mar 1998 - Aug 2001

      Set up and managed new Operations Service Centre to provide centralized business processing support for UK Underwriting teamsIntroduced new scanning and image platform to increase efficiency

    • Customer Service Manager, Landmark Insurance
      • Nov 1994 - Feb 1998

      Managed Customer Service and Accounts call centre teams, and Print and Post operations at Landmark Home and Motor insurance - a subsidiary of AIG Expanded role in the last 12 months to establish and manage process improvement teamKey operations executive team member - providing change management support during sale of the operation

    • Customer Service Manager
      • Aug 1993 - Nov 1994

      Managed customer service team for UK grocery distribution Key Account Manager for Shell account Managed customer service team for UK grocery distribution Key Account Manager for Shell account

    • Sweden
    • Chemical Manufacturing
    • 700 & Above Employee
    • Customer Service Manager
      • Jun 1988 - Jul 1993

      Managed Sales and Support office for major laminate and kitchen furniture manufacturer Managed Sales and Support office for major laminate and kitchen furniture manufacturer

Education

  • College of Will Writers
    SWWEPP Wills and Estate Planning Certificate
    2019 - 2019
  • TEESSIDE UNIVERSITY
    Master of Business Administration (M.B.A.)
    1992 - 1994
  • The Open University
    Professional Diploma in Management
    1992 - 1993
  • The Open University
    Professional Certificate in Management
    1991 - 1992
  • Teesside University
    Master of Business Administration - MBA
  • Teesside University
    Master of Business Administration - MBA

Community

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