The SWW’s Professional Standards Board was implemented in December 2016 to replace the SWW’s Executive Council.
The Professional Standards Board was brought in to raise standards across the SWW membership and to support the SWW’s work in strengthening self-regulation. The role of the Professional Standards Board is to continue the work of the Executive Council by acting as a sounding board and advisory board for the SWW.
The Professional Standards Board give their time freely and are passionate about meeting and achieving the aims of the Society.
Darrell Storey – Chariman
Shandip N Shah ASWW, ACIB, MBA
Shandip is coming to 5 years in the will writing industry and does have experience in the finance/banking fields as well as business management. A full member of the Society of Will Writers and Estates Planning Practitioners. In such a short space of time, Balance Consultancy and Shandip has built up a very credible reputation in the ethnic community and local community in Middlesex. Clients are all over England but majority in London.
Shandip is very much a client based personality and respects and treats everyone with utmost care, diligence and confidentiality. High ethical standards are very important and quality of service is key. Knowledge is key to Shandip and there is always a hunger for wider reading and doing courses to strengthen his knowledge base. In this industry this is key to best client advice. Shandip has recently been appointed Chair of the local SWW West London regional group.
Before getting into will writing, Shandip was MD of a pharmaceutical company (20+ years) and 7 years experience with Nat West bank.
Shandip is married to Mira and they have 15 year old twins (Pavan and Paayal – boy and girl) and lives in Harrow, London.
Antony Brinkman entered the Estate Planning industry in 1999 when he established The Willwriting Partnership with his two other partners. He has been an elected member of the Society of Will Writers and Estate Planners since 2008, and in 2014 took the decision to volunteer his time as the regional Chairman for the North West, on behalf of members in his area and in an effort to help increase the knowledge and standards of his group members.
He has delivered presentations on Estate Planning to thousands of people over the last several years, has appeared on Radio and in social media, bringing the merits of using specialist Estate Planners to the general public. STEP qualified, he has trained will writers, solicitors, financial advisers and accountants in Estate Planning best practices and as a member of the Professional Standards Board, now aims to help increase the overall standards of the industry at large.
Julie was born and raised in Cheshire but moved to Norfolk 15 years ago. She studied Law at the University of Hull. After completing her degree, she attended the College of Law in Chester where she successfully completed the Legal Practice Certificate.
She has two children, now grown up, and after spending a few years as a stay at home mum she decided it was time to get back into the world of work.
Prior to starting her Estate Planning & Will Writing business Julie worked as a compliance Officer at a directly authorised mortgage and insurance brokers. A few years ago she decided to take some more exams and train to become a mortgage and insurance adviser.
Julie is looking forward to the challenge of working on the PSB to help raise standards across the Will Writing profession and to promote the aims of the Society to the public.
Adam is an experienced Will Writer with his own company, Heritage Will Writing (est 2006), as well as a Financial Services Business. He studied at the University of Southampton and the University of York taking a BSc (Hons) in Politics and International Relations and an MSc in Political Philosophy. After a period of time spent as an Agent Organiser for one of the main political parties, Adam entered a career in financial services with Lloyds TSB.
Adam holds the Financial Services Diploma, including the AFP1 Advanced Diploma in Personal Tax and Trust Planning and CF8 Long Term Care Insurance. Adam is also a Fellow of the Society of Will Writers (SWW) and Society of Trust and Estate Practitioners (STEP) and holds the STEP Advanced Certificate in Will Writing. He is also a member of the Society of Later Life Adviser (SOLLA).
When not at work or undertaking further professional development, Adam spends his time playing local league football and sled dog racing.