Newport-based authorized agency Bellavia & Associates is now providing unrivalled recommendation to older and susceptible shoppers.
Main later life planning knowledgeable Claire Davis has not too long ago joined the corporate as its senior marketing consultant solicitor.
A professional solicitor since 1985, Claire is Newport born and bred and has been specialising in later life planning for greater than 30 years.
She is the one Welsh director of Solicitors for the Aged (SFE), the organisation accountable for upholding and bettering the standard of the authorized care out there to the older inhabitants within the UK.
SFE might be launching Replace Your Will Week subsequent Monday, and Claire might be main on the marketing campaign for Bellavia & Associates.
Bellavia & Associates senior marketing consultant solicitor Claire Davis
Claire specialises in offering a variety of Wills recommendation for households, together with the place a associate has been recognized with dementia, defending the pursuits of susceptible youngsters, second marriages, powers of lawyer, and inheritance tax points.
Claire stated:
“I provide an entire, rounded service for people and households.
“After I use the time period ‘susceptible’, I imply folks with points round capability – so not simply aged folks but in addition, as an illustration, adults and youngsters with studying difficulties.
“I additionally take care of people who find themselves remarrying and wish to shield the rights of their youngsters, trusts for wealthier individuals who wish to give some cash away however keep management of the method, and inheritance tax recommendation.
“I’m captivated with what I do. It’s so necessary that individuals in these conditions get the appropriate recommendation as a result of the outcomes of not being suggested accurately might be devastating.”
Claire additionally makes use of her personal life experiences, together with her mom’s Alzheimer’s Illness, in the best way she talks to and advises folks.
“My very own experiences imply I can discuss to folks and households with related points on a degree they perceive,” she stated.
“I attempt to advise folks utilizing plain English moderately than difficult authorized phrases.
“My position is to present folks choices and advise them on one of the best plan of action given their particular person circumstances.
“Everyone seems to be totally different and has totally different wants and it’s so necessary to deal with folks with respect, dignity and understanding.”
Claire can be taking part in a key position at Bellavia & Associates in serving to to provide the following era of legal professionals:
“It’s so necessary that trainee and newly-qualified solicitors can study from listening and watching. They arrive on appointments with me, and I’m at all times there for recommendation and help.”
Bellavia & Associates managing director Zep Bellavia stated:
“We’re very fortunate to have somebody with Claire’s expertise and experience working with us. She brings along with her a wealth of data and her directorship of SFE means we and our shoppers have entry to unrivalled experience.
“Claire can be taking part in a vital position in mentoring and advising our youthful members of employees.”
