Casey originally joined the firm in July 2016, and returned to SWLaw in November 2020 after a short break. She is the friendly voice you will hear when you contact the Private Client department. Casey is a member of the Law Society Wills and Inheritance Quality Scheme and an Associate of the Society for Trust and Estate Practitioners. Her work focuses on trust and estate administration, succession planning, wills and lasting powers of attorney. Casey has a background in financial services which lends itself perfectly to her work in private client. She often attends SWDevon Business Network hosted by Rob Cowsill from our SWLaw Investment and Financial Planning practice.
Outside of work, and when not revising for her next exams, Casey enjoys exploring Cornwall with her family. She is also an NHS volunteer, which kept her busy during the lockdown period.