Experience

Secure Inheritance Legal Services Ltd

• United Kingdom
• Legal Services
• 1 - 100 Employee

• Estate Planner

  • Jul 2021 - Present



Victor Welsh Legal

• Liverpool, United Kingdom

• Business Development

  • Oct 2012 - Present

  My Business We are a niche market legal firm specializing in a) Private client work ( wills, probate, lasting power of attorneys, estate and care home fee planning) ; b) Commercial Law -helping businesses stay in business by setting up shareholder and partnership agreements and advising on leases, contracts and terms of business ; c) Media and Entertainment law- helping musicians, games and apps developers and animators with their contractual issues. Our Media Lawyer Stephen O'Toole is an ex-musician who understands the legal issues creative people face. Victor is also a Notary Public and the bulk of his work is authenticating documentation for international business transactions such as buying and selling property abroad.d) Debt Collection - we can collect debts under 10k on a no win no fee basis and have the ability to annul bankruptcies. e) We have two private funders in place who can offer bridging finance including second charges - loan to value and rates on a case by case basis. Show less



Williams Independent

• Liverpool, United Kingdom

• Director

  • Mar 2005 - Nov 2008

  IFA - Director / Owner - all aspects of financial planning including residential and commercial mortgages IFA - Director / Owner - all aspects of financial planning including residential and commercial mortgages



Baker Williams Associates

• Liverpool, United Kingdom

• Director

  • Apr 1999 - Mar 2005

  IFA - owner / Director - all aspects of financial planning including residential and commercial mortgages IFA - owner / Director - all aspects of financial planning including residential and commercial mortgages



Baron Independent

• Neston, Wirral

• Independent Financial Advisor

  • Sep 1997 - Apr 1999

  whole of market independent financial advice including residential and commercial mortgages whole of market independent financial advice including residential and commercial mortgages



Sun Life

• Liverpool, United Kingdom

• Consultant

  • Jun 1995 - Sep 1997

  sales of company products - investments , pensions, protection sales of company products - investments , pensions, protection



Save & Prosper Group

• Liverpool, United Kingdom and Romford, Essex

• Sales and Sales Trainer

  • May 1985 - May 1995

  sales of investment products, protection and pensions ; Sales and Product Trainer at head office - initial training courses and design of new training courses ; supporting new consultants on more technical issues to advise clients in the appropriate manner sales of investment products, protection and pensions ; Sales and Product Trainer at head office - initial training courses and design of new training courses ; supporting new consultants on more technical issues to advise clients in the appropriate manner



Milldon & Co

• Crosby, Liverpool

• Consultant

  • Sep 1983 - May 1985

  sales of savings, investments pensions and protection sales of savings, investments pensions and protection



Unigate

• Graduate Management Trainee

  • Sep 1980 - Mar 1983