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 ASWW
Darrell’s experience in Will Writing Services started in 1994 both to the personal and corporate market before starting Greenwell Consultancy. He had spent in excess of 30 years in Sales Management and Consultancy in Financial Services with the likes of Abbey National, Allied Dunbar, Openwork and culminated in being a Partner in a large and highly successful Financial Practice in the UK.
In addition to his in depth knowledge of Estate Planning Darrell brings a wealth of experience to the organisation not only with the Laws of UK Wills but also those Laws governing the UK Expat Community in both Dubai and Abu Dhabi in the UAE. He took time away from Greenwell in 2008/2009 as Director of Operations for Expat Wills in Dubai helping set up the new operation and establish them as a new but highly successful Will Writing practice in the United Arab Emirates.
He remains a Professional Will Writing Consultant to both Dubai’s Premier Independent Financial Advisors Holborn Assets and many other leading Financial Practices, accountants and solicitors in the UK.
On a personal level Darrell has been married to Lesley for 37 years, they have lived and worked in Ruislip, Middlesex area for the past 36 years and has 2 sons Matthew & Brett and 2 grandsons Jay and Stanley.
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.
Sara has been dealing with Wills, Powers of Attorney, Estates, Trusts and Court of Protection work for over 30 years, starting with NatWest Investments in Kent, and after being made redundant in 2000, moved into private practice with various firms of solicitors in Kent. Sara became a Trust and Estate Practitioner with the Society of Trust and Estate Practitioners in 2003, a qualification which she still maintains today.
In 2017, Sara decided to leave private practice and set up her own Will-writing business (SLS Wills and More), again operating in Kent, and works with elderly clients and their families to provide a friendly caring service to clients in their own homes, rather than them having to find and travel to a solicitor.
For various personal reasons, Sara is currently working 3 days a week for a firm of solicitors in Medway providing much needed knowledge and experience to relatively inexperienced staff.
Sara joined The Society of Will Writers in June 2017 and has continued to expand her knowledge through training and Continuing Professional Development. She also attends most meetings of her Regional Branch.
Outside work, Sara is a District Safeguarding Officer for St John Ambulance and in that role has become a registered safeguarding trainer (having obtained PTLLS qualification in 2014). Sara is passionate about protecting those who lack capacity and providing support and information to their families and carers where required.
Sara lives near Canterbury with her husband Ian, her 2 children (now adults), 2 dogs and a cat. She also enjoys walking and reading (when the opportunity allows), and is excited to joining the Professional Standards Board to help improve and maintain standards within the industry.
Nick has been a member of the Society since October 2005. The day he started his business, Will & Probate Services.
‘I started my journey in the Estate Planning industry by attending the Society’s two-day training course back in October 2005. It was held in Ross on Wye and at the end of an enjoyable couple of days my trainer proclaimed me to be a Will Writer. If only it had been that simple.’
Over the following ten years Nick set out to be the best he could be. He served on the Legal Services Board Consumer Panel when it researched the possibilities around regulating our industry. Subsequently, he served with Dan Attfield on the joint SWW and IPW steering committee on regulation.
Three years ago, he became a Chartered Institute of Legal Executives tutor. He currently lectures on the Law of Wills and Succession, Probate Practice, Trusts and Equity, and Practice of Law for Elderly Clients to CILEx degree level students.
Will & Probate Services continues to grow, having been launched as a franchise opportunity in January 2017 it currently operates in nine areas in England and Wales.
On his appointment to the professional standards board Nick commented ‘It will be an honour to serve on the PSB. I have been a passionate advocate of professionalism in our industry since my first day. I hope to serve with distinction as the SWW and PSB continue to build the profile and reputation of the Estate Planning profession’.
Derek Eardley FSWW
Derek worked since 1989 for Barclays Financial Management Ltd, latterly as a Field Sales Manager, responsible for all aspects of sales management, including compliance, for a group of financial advisers based in Barclays branches throughout the East Midlands. He became an Independent Financial Adviser in 1999 and joined the Society of Will Writers in 2000, when he decided to offer will writing as an additional service to his clients.
An Affiliate Member of STEP since 2014, Derek retired from providing regulated financial advice in May 2018, and now runs his Will Writing practice full time, based in the Newark, Nottinghamshire area. He continues to take a close interest in all aspects of Estate Planning.
On a personal level Derek has been married to Yvonne for 17 years, and has three daughters and a son, with three grand-children.
David Pope is a Lay member of the PSB. He has worked with the SWW for a number of years as part of his involvement with CILEX and joined the board from the outset to advise the SWW on matters relating to dual membership and to look at SWW procedures from an external point of view.
Colin is the Regional Chairman for the Yorkshire Regional Group and has been an active member of the SWW since 2007. Colin is an active member of the SWW attending both the Yorkshire group in his chairman capacity as well as the East Midlands group under a membership capacity. Colin has attended a number of courses from The College of Will Writing and is passionate about driving the profession forward.