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 JulieSecretary to the Property Department in our Sevenoaks office
Probate Executive
Paul came to the firm to specialise in Wills, Powers of Attorney 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!
Nicole Cheel-Jennings
Probate 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
Consultant
Power of Attorney, Wills, Trusts & Estate
Wellers Wealth Tax and Law
020 3909 8576 Email IngridIngrid is a Consultant working with our Wellers Wealth team and a partner with DMH Stallard, providing private client and tax advisory advice. 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.
David Harris
Chartered Legal Executive
Head of Private Client (Technical)
Power of Attorney, Wills, Trusts & Estate
020 8290 3989 Email DavidDavid 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.
Tara works with and supports Ingrid McCleave within Wellers Wealth.
Annelise Tyler
Chartered Legal Executive
Power of Attorney, Wills, Trusts & Estate
Wellers Wealth Tax and Law
01732 446374 Email AnneliseAnnelise is a Chartered Legal Executive in the Private Client department at our Sevenoaks office.
Annelise started her career in publishing but moved into law and cut her teeth practising personal injury litigation in Legal 500 firms in London, qualifying as a Legal Executive in 2013. She has since expanded her practice into private client work in which she has found her niche. Annelise’s practice involves all areas of private client work including the preparation of Wills, LPAs and Trust documents as well as administration of estates and giving advice on tax and trusts.
Annelise prides herself on being very approachable. She is highly client focused and adopts a forensic attitude to her work, taking care to identify the needs and wants of her clients with the purpose of providing clear advice to achieve the most effective outcome in the particular circumstances
Levina is a Private Client solicitor working from our Butler House office
Levina qualified as a Solicitor in November 2018 and specialises in advising on Wills, Lasting Power of Attorneys and administering estates. Levina also has experience working in contested probate cases.
Levina is very friendly and approachable. She likes to partner up with charities to raise money for a good cause. She supports charities like Cancer Research UK and Amnesty International UK. For Cancer Research UK, she has helped raise £2.4 million through writing free Wills for individuals who left charitable legacies in their Wills.
Outside of work, Levina likes to travel and spends time with her family and her dog.
Daniela Koceva
Solicitor
Power of Attorney, Wills, Trusts & Estate
Wellers Wealth Tax and Law
0208 290 7979 Email Daniela
Daniela is a private client solicitor within our Bromley office where she acts for clients in relation to various matters including the preparation of Wills and Lasting Power of Attorney, Court of Protection matters, lifetime succession and estate planning and the administration of estates. She acts for a range of clients including individuals, families and other organisations and is an associate member of the Solicitors for the Elderly.
Daniela graduated from the Open University in 2016 with a first class law degree, and from The University of Law in 2018 after completing the Legal Practice Course with Distinction and fully qualified as a solicitor in September 2020.
Daniela enjoys travel, good food, spending time with her family in the UK, and visiting family abroad. She is multilingual, able to speak Macedonian, Serbian and Bulgarian.
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