Meet the Team
People who are the
Will Protect Team
The team at Will Protect is here to support you throughout the estate
planning process. Not only that but we work to help you ensure that in
times of need you have the right support and structures in place to
safeguard you, your care, your family, and your assets.
Our team is, above all, compassionate and caring, backed up with extensive
experience and knowledge of estate planning to help you protect your
legacy for future generations.
About Will Protect
Our mission is to help you express your final wishes, and protect your legacy for future generations of your family.
Job Role: Sales & Marketing Director
Gavin’s role and responsibilities: Gavin’s main role in the business is to coach and mentor financial advisers and mortgage brokers on how best to help their clients protect their assets through bespoke estate planning. Gavin also advises clients directly specialising in helping property investors ringfence their assets, protecting them from external threat,s and keeping them squarely within the family bloodline.
Gavin’s passion for helping his clients achieve financial success through property is only matched by his passion for building robust foundations upon which their portfolios can comfortably and confidently rest. He believes that if you work hard to build something to be proud of it’s worth spending some time, energy, and money to make sure that nothing and nobody can ever take it away.
Out of work:I like to keep fit by running and cycling. Music is a passion of mine attending live music when I can and enjoy writing music and lyrics in my spare time. Personal Development is perhaps my favourite activity with many weekends spent on courses further developing myself personally and professionally
Job Role: Operations Director
Roles & Responsibilities: David supports Will Protect from an Operational perspective, managing relationships with suppliers, and ensuring that agent standards are maintained through quality control and compliance audits. David is also a qualified estate planning consultant adding value to his clients by offering a 360 degree holistic approach to their financial outlook. Understanding clients’ aspirations from both a legal and mortgage lending perspective is a rare and unique talent that places David head and shoulders above his peers.
David has always been driven by his desire to protect his clients and ensure that they receive the best possible experience by working with Will Protect. David’s fastidious attention to detail is a reflection of his passion to chaperone clients through all of the life milestones that they go through, good bad, or indifferent.
Out of work: Scout leader, Running, cycling & swimming. Adrenaline based challenges such as zip wiring & paragliding.
Job Role: Operations Manager
Roles & Responsibilities: Administration, Marketing & Design. Phil is responsible for the day-to-day operations of Will Protect, as well as working with clients to provide accurate, informative, and rich data and advice
Phil is passionate about estate planning and helping clients by presenting the relevant data in a clear and concise fashion.
Out of work:In his spare time Phil restores damaged and old photos, plus he enjoys woodwork & woodturning, and makes his own pens for use in the office!
Job Role: Office Administrator
Roles & Responsibilities:Claire’s area of expertise in Will Protect is administration, customer care and sales progression.
Claire has a genuine passion, enthusiasm and interest in estate planning, which equips her with understanding and the knowledge to assist and guide clients, through their financial journey.
Out of work:Claire’s passion and love is the outdoors. She has successfully completed numerous long-distance walks and regularly explores new places with a rucksack. She volunteers for a charity and usually swims several times a week.
Job Role: Senior Estate Planning Consultant
Roles & Responsibilities: Linda’s area of expertise in Will Protect is estate planning, and has a genuine passion, enthusiasm and interest in this subject. Linda’s background and knowledge is Financial Services, which equips her with understanding and the knowledge to assist and guide clients through life’s journeys for their estate planning needs.
Out of work:Linda’s passion and love is art and design and there’s nothing she won’t try which includes tiling, plastering, plumbing, DIY, building and construction, dog psychology and behavioural techniques and the list goes on. She is also learning to play the guitar and piano.
By submitting this information you have given your agreement to receive verbal contact from us to discuss your estate planning requirements.