Gareth Wisdom is a partner and head of our will writing services. He is responsible for the business development of the will writing team and our wider private wealth management proposition.
He joined Hugh James in 2001 as a private client lawyer specialising in wills, trusts and probate. He set up our volume will writing department in 2006 and was responsible for developing our unique internal case management systems.
Working closely with our large corporate partners within the finance sector, Gareth has gained significant knowledge and experience. He is the relationship partner and key account manager for many of our large commercial partners and has managed the implementation of a number of our contracts with high-street and private banks. He deals with the ongoing servicing of these commercial partners, including ongoing governance and assurance.
Gareth also provides regular training to our clients attending their meetings viewing conversion data and providing training on how they best deliver products to their clients, both HJ products and those within the specific organisation.
Gareth has significant experience working within the charity sector and specifically maximising legacy income.