“I was introduced to Sara by a mutual colleague and I thank my lucky stars every day to have found such a great mentor.
My business is just going into its second year and Sara has helped me with my confidence which has enabled my business to grow.
Running a business on your own can be lonely and getting the answers to questions you would like to run by a fellow professional can be difficult. Finding a mentor that gives their time to provide such support makes a huge difference.
I have learnt so much over the last year thanks to Sara, thank you for all you have done.”
Sara is passionate about giving back to others who are new to the industry. Not only is Sara on the Society of Will Writer’s Professional Standards Board but she is also Chair of the SWW’s Regional Group for Kent. As part of her role here she supports and provides direction for estate planning practitioners on where to take their business, how to draft (often providing advice on complex planning) as well as sign posting them when necessary.
If you would like to join Sara’s mentoring programme or have any concerns that you would like to raise with Sara, feel free to reach out here:
A mentoring plan:
An hour per month one to one discussion to focus on different topics of your choice – e.g. Wills, LPAs, IHT, Business structures, MCA, as well as soft skills such as how to speak with vulnerable clients, and to be able to explain Wills and LPAs in plain English.
Helping you to plan your CPD Development courses and other areas that need development
Access to a supportive group of Estate Planners using WhatsApp (free to use, even after you finish mentoring with me)
Free check of up to 10 documents per month – thereafter £10 per document
Back Office drafting for more complicated documents with a 20% discount
1 Power Hour with Mike Roberts on using Linked In to increase your business, worth £150 (when block booking a minimum of 3 sessions)
£200 per month with 10% if you block book minimum of 3 sessions