Hi I'm Natalie...
What is your role at Creaseys?
I am a Private Client Associate Director with a varied portfolio of clients mostly consisting of Individuals, Trusts & Estates. I like working for whole families and helping them to achieve their bigger picture.
What are your specialisms and areas of interest?
Having come from a legal background as a qualified Solicitor I have a broad working knowledge of all aspects of private client work, with an interest in Inheritance Tax Planning, Administration and Taxation of Estates and Trusts. I find worth in my role when I am able to help Executors and Beneficiaries to ease what is already a difficult time for them, or help a business owner move his business down to the next generation as painlessly as possible.
What's your proudest achievement at Creaseys (so far)?
I have recently joined Creaseys (in November) but I am proud to be part of this team and to be involved in the great things that are happening here.
What three words would you use to describe Creaseys?
- Innovative
- Supportive
- Passionate
What are your five favourite things?
- My husband and son
- Reading
- Eating out with friends
- Watching bands
- Cloudy apple cider on a warm summers evening
