Josephine Kallisa

Paralegal

Power of Attorney, Wills, Trusts & Estate

020 8290 7954 Email Josephine

Josephine is a Paralegal in the Probate department at our Bromley office. She graduated from The University of Liverpool and is currently studying the new LPC course at the University of Law and has two years experience working in the private client matters.


Sally Andrews

Solicitor

Power of Attorney, Wills, Trusts & Estate

01732 446362 Email

Sally is a Solicitor in the Wills, Trusts and Probate department at Wellers Reece-Jones in Sevenoaks


Julie Bowen

Support Staff

Power of Attorney, Wills, Trusts & Estate

Residential Conveyancing

01732 466367 Email Julie

Secretary to the Property Department in our Sevenoaks office


Wendy Smith

Support Staff

Personal Litigation & Dispute Resolution

Power of Attorney, Wills, Trusts & Estate

Residential Conveyancing

020 8467 5544 Email Wendy

Wendy is secretary to Susan Heads in our Chislehurst office.


Paul Reed

Probate Executive

Power of Attorney, Wills, Trusts & Estate

020 8290 7999 Email Paul

Probate Executive

Paul came to the firm to specialise in Wills, Powers of Attorneys and Probate with a diversity of experience that allows for a more holistic approach to his practice. This recent experience includes working as an Intelligence Analyst and extensive work with the emotionally and mentally disabled. He has a passion for learning and among his diverse qualifications he has a master’s degree in Psychology, holds certificates in Psychometric design and qualifications in Agriculture.

He says that he was drawn to private client work because of the strong relationships that are built up over time and the rewards that come from helping his clients though difficult times.

In his spare time he enjoys painting and small scale modelling for which he has won national awards and is a keen patron of the theatre and museums. Paul is a member and trustee of his churches Pastoral Church Council and is a member of the Pastoral Care Committee. He has recently taken up golf but thinks it may be best for everyone if he puts it down again!


Loraine Hayes

Support Staff

Personal Litigation & Dispute Resolution

Power of Attorney, Wills, Trusts & Estate

Loraine is secretary to Philip Jackson and Sally Andrews at our Sevenoaks office.


Nicole Cheel-Jennings

Legal Executive

Power of Attorney, Wills, Trusts & Estate

020 8290 3980 Email Nicole

Nicole joined the Wellers team in March 2018. With over 15 years of experience, Nicole is a specialist who excels in advising clients in matters of Wills, probate and Lasting Powers of Attorney. Nicole specialises in advising on complex Wills for clients who have multifaceted estates. She is also currently working to formalise her immense experience through the CILEX qualification.

Outside of work, Nicole enjoys spending time with her family and friends.”


Ingrid McCleave

Partner

Solicitor

Power of Attorney, Wills, Trusts & Estate

Wellers Wealth Tax and Law

020 3909 8576 Email Ingrid

Ingrid is Head of Wellers Wealth, a private client and tax advisory service at Wellers and a Partner within the firm. She brings with her extensive experience and knowledge of taxation and trust law. Wellers Wealth provides an invaluable service to business owners/directors and high net worth individuals and their advisers.

After completing her LLB (Hons) in Business Law at Guildhall University where she studied company law, taxation and related subjects, Ingrid studied at the Inns of Court School of Law and was called to the Bar in 1995, specialising in European Competition Law and International Trade.

 Ingrid’s first position was at PricewaterhouseCoopers in Edinburgh where she worked as a corporate tax senior in the Corporate Tax and Life Insurance Tax Department of the Financial Services Division as a tax advisor for large banks and insurance companies. This involved working as part of a team of three looking at tax planning strategies for multi-national insurance companies, leading often to international corporate restructuring for tax purposes. Ingrid was initially recruited to prepare a report to be disclosed during a tax investigation by the Revenue involving the tax treatment under the pre anti avoidance legislation of a box option, which was the underlying investment for the insurance companies guaranteed income bond.  

Ingrid was then asked to join Arthur Andersen (the 4th largest accountancy firm worldwide at the time) where she managed the tax compliance for a portfolio of clients which included a number of investment companies and a Japanese bank with branches in England.  

During her period at Arthur Andersen she co-wrote the Tax Guide to Europe, an internal publication that was sent to Andersen’s clients. This involved writing a chapter on each European country, summarising the corporate tax, income tax, indirect tax and capital taxes of each country. 

Ingrid then transferred to Treasury within Andersen’s (due to her prior experience of derivative instruments) where she worked as part of a team designing derivative products which banks and insurance companies used as the underlying investments for the products they sold their clients. 

Ingrid then moved to Numerica (the 15th largest UK accountancy firm at the time) as a Tax Manager focusing on owner managed businesses. There she was Head of Corporate Tax Planning and Stamp Duty. She also continued working in International Tax drafting reports for overseas clients with business interest in the UK. This involved proactive tax planning on behalf of the individual and the company, often involving international relocation and restructuring.   

In 2004 Ingrid converted to become a solicitor and has worked predominantly in law firms after a short spell lecturing Law at Brighton University. During her career as a solicitor Ingrid has worked as a Senior Associate and Head of Tax and Private Client in a Legal 500 firm in Central London.

 Ingrid regularly lectures on Trust and Taxation and Business Succession courses for the Society of Will Writers and The Association of Accountants as well as to a number of group of financial advisers.

 Ingrid initially studied piano and composition at Trinity College of Music in London and then went on to teach piano and woodwind at Eastbourne College and until recently, whilst living in Edinburgh, Ingrid gave regular piano recitals at the Edinburgh Society for Musicians.

 


Mariam Baraki

Solicitor

Charity

Parish Council services

Power of Attorney, Wills, Trusts & Estate

01372 750109 Email Mariam

Mariam is a solicitor and a key member of the Parish Council advice team, based in our Surrey offices.

With a broad base of legal experience, Mariam is also able to advise on property, charity law and private client matters, including Wills, Powers of Attorney and probate.


David Harris

Chartered Legal Executive

Head of Private Client (Technical)

Power of Attorney, Wills, Trusts & Estate

020 8290 3989 Email David

David is a member of the Head of Private Client (Technical) and is based in Bromley. He qualified as a Chartered Legal Executive in 2010 and specialises in Probate and estate administration, Wills and Powers of Attorney.