Trent Wills & Estates
Bringing peace of mind and financial security to your family
About Us
‘We’re here to help you have peace of mind and protect the people and things that matter to you.’
Claudine Jackson, LL.B (Hons), TEP, Estate Planner
Claudine Jackson
LLB Hons TEP
Full member of STEP and The Society of Will Writers
Claudine is an Estate Planner and Director of Trent Wills & Estates.
Claudine has achieved leading industry qualifications: STEP certificate in Trusts & Estates (2016) and STEP diploma in Will Preparation (2018). She is a qualified Trusts & Estates Practitioner (TEP).
Claudine enjoys delivering lively and informative webinars for employers and charities.
Outside of work, she enjoys walking her dog, running, Aikido and playing Padel.
Julie Roark – Estate Planning Consultant
Affiliate Member of The Society of Will Writers
Julie is an experienced estate planning consultant who makes clients feel at ease whether that is during a home visit or by zoom.
Julie is keen on maintaining her professional development and attends regular events run through The Society of Will Writers.
Julie enjoys doing presentations for local community groups. Julie lives in Lincolnshire and spends much of her time tending to her horses and dogs
Jenny Jackson – Estate Planning Consultant
Affiliate Member of The Society of Will Writers
Jenny has recently completed a Post Graduate Diploma in Law and is currently studying for the Legal Practice Course with The University of Law
Jenny is passionate about helping others get the protection they need in place because she knows first-hand from family experience why this is so important. Jenny is based in Nottingham and happy to travel to see clients at home or by zoom.
When not working or running around after her children and dog, Jenny volunteers for local community groups and enjoys reading, cooking and keeping fit.
Sally Jackson – Chartered Financial Planner
Finance Director of Trent Wills & Estates
Sally is a qualified Chartered Financial Planner (APFS).
Most of her work for Trent Wills & Estates focuses on business development, however, her knowledge of Inheritance Tax enables additional services to be provided to clients with an Inheritance Tax liability.
Sally plays hockey, enjoys walking and listening to crime thrillers on Audible.
Gary and Susan
Admin Team
Working hard in the background are our admin team, Gary and Susan.
They ensure the office runs smoothly so we can give our customers the high-quality service they expect.
Why choose Trent Wills & Estates?
It’s our mission to make it straightforward and convenient for you to protect your family.
We offer flexible appointment times and you can choose where we meet:
- At our office (12 Brockley Road, West Bridgford NG2 5JY)
- Zoom / Facetime
- Home Visit
We are professional, qualified, experienced and insured.
We are proud of our client reviews and that we build our business through referrals from happy customers and professional advisors.
‘Great service, very professional and friendly. Thanks Claudine, it’s given us real peace of mind and you made the process so easy. Would recommend Claudine to anyone!’
(Mr Fraser, Vale of Belvoir)
Community Events
Would your workplace benefit from a free 30-minute webinar or onsite/virtual wills clinic?
Are you part of a community group or charity that would like to help their members understand the importance of protecting their families?
‘Helpful, practical advice – it made me think‘
‘Super presentation style – very engaging!‘
We have successfully run events for Experian, Nottinghamshire Wildlife Trust, CCM group, and British Geological Survey and would be delighted to build relationships with other local employers, community groups and charities.
Contact adminteam@trentwillsestates.co.uk for a call back to find out more about how we can help.
Here’s What My Clients Say
Contact Us
Telephone:
0115 8918386
Email:
adminteam@trentwillsestates.co.uk
Office Address:
Trent Wills & Estates Ltd, 12 Brockley Road, West Bridgford, NG2 5JY (use link to get directions)