Directors and Associates

 

Lee Drury Aff.SWW – Director and Associate

Telephone: 01529 306005 or 07731 308596

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Jean Drury – Director

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Stephen James Drury PFS.FSWW Regional Chair – Company Principal and Director

Telephone: 01529 306005

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Helen WilsonHelen Wilson Aff.SWW – Senior Associate

Company: Stephen James Drury & Associates

Office Address: 21 Ashfield Road, Sleaford, Lincolnshire, NG34 7DZ.

Telephone: 01529 306005 or 07892 674397

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Helen has been working with Stephen James Drury & Associates Ltd for over 10 years and is also a long-standing member of the Society of Will Writers. Helen was awarded the title of Senior Associate in April 2014.

Helen firmly believes in preserving client’s wealth and protecting their assets whilst offering a welcoming, affordable service at the highest level. Understanding the importance of face to face communication and establishing the relevant facts to ensure that our clients Will and Estate Plan reflects their needs, wishes and best interests for them and their family.

Helen’s previous working background includes working in the Financial Services Industry, sales and marketing and headed up a series of projects for a professional rugby league club.

 

John MarshallJohn Marshall Aff.SWW Associate

My previous professional background:

Police & Crime prevention officer for 30 years, the crime Prevention Officer role involved visiting victims of crime and offering support and security advice.

Court Advocate for 10 years (2006-2016) this role involved presenting evidence in County Courts on behalf of the acting Solicitors and the clients.

As I am not ready to fully retire at this stage in my life, I decided that I still wish to serve the public in the best way that I can. Having heard that two thirds of the adult population in the UK haven’t made a Will, then I thought that this would be something that I could get my teeth into and to continue in providing a very valuable service to the people in my area.

I decided to apply to a trustworthy and long-established company (Stephen James Drury & Associates) for the training and the knowledge required to enable me to become an Estate Planning Consultant. Having successfully graduating from the training courses I can now give advice on Wills, Lasting Power of Attorneys, Inheritance Tax, Trusts etc, etc.

Areas Covered: Within a 15-mile radius of Spilsby which includes Skegness, Horncastle, Coningsby & Louth.

Telephone: 07887 743 830

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Affiliates & Introducers

In 2012, Stephen James Drury & Associates expanded their business to include Corporate Clients and their customers.  We call our Corporate partners Affiliates or Introducers.

Affiliates

Affiliates have been trained by Stephen James Drury & Associates to enable them to advise their own clients on the most suitable Estate Plans for their individual circumstances.  They have been trained to a very high standard to enable them to take client instructions and submit these instructions to us for drafting.  They are also members of The Society of Will Writers.

We provide ongoing Compliance and Continuing Professional Development training for our Affiliates, ensuring that they are always up to date with Legislative requirements.

So, as a client of an Affiliate you can be confident that you will receive a very high-quality service, and that you are also safe in the knowledge that the advice you received has been compliance checked by us as well.

Introducers

Our Introducers prefer to put us in contact directly with their clients once they have identified a need and the client has agreed for us to contact them, Stephen James Drury & Associates will then do the rest.

Sarah JacksonSarah Jackson Aff.SWW

Company: Linguards

Office Address: Boreas Vale Farm, Thorngumbald Road, Hull, HU12 8AZ.

Telephone: 01964 751057

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Website: https://www.linguards.co.uk/

Linguards AccountantsServices Provided: At Linguards we offer a range of Wills & Estate Planning services, but we also provide all the services you would expect from an Accountant, including:

Limited company formation
Personal and Limited company accounts and tax returns
Payroll
VAT Returns
Book-keeping
Business planning

Follow us on:

Facebook:  https://www.facebook.com/linguardsaccountants/

Instagram: https://www.instagram.com/linguardsaccountants/

 


 

Sara MurphySara Murphy Aff.SWW

Mortgage & Protection Consultant

Company: Simply Mortgages & Protection

Offering: Mortgage, Protection, Wills and Trusts

Telephone / Fax: 01482 669907

Mobile: 07775 591832

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SimplyMortgagesOffice Address: Simply Mortgages & Protection, P O Box 183, Brough, Hull, HU15 1YN.

 


 

Aspire MortgagesAspire Mortgages

Providing: Mortgage and Protection advice, Introducer of Wills and Trusts

Contact Donna Coy or Pamela Barnes for our full range of services on 01529 309474.

Office Address: 6 Mill House, Carre Street, Sleaford, Lincolnshire, NG34 7TW.

Telephone: 01529 309474

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Website: www.aspiremortgages.com

 


 

pauljealPaul Jeal FPC.Aff.SWW

Providing: Mortgages, Protection, Wills and Trusts

Company: Monument Financial Solutions

Office Address: Northgate Business Centre, 38 Northgate, Newark, Nottinghamshire, NG24 1EZ.

Telephone: 01636 858551

Mobile: 07739 511248

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Paul Started in the Financial Services Industry in October 1991. Since then he has gained a vast amount of experience of both the Residential and Buy to Let Mortgage market. Paul holds both the Financial Planning Certificate (FPC) and the Certificate in Mortgage Advice and Practice (CeMAP) and is also a member of the Society of Will Writers through affiliation with Stephen James Drury & Associates.

 


 

Andrew PaceyAndrew Pacey DipIP, PFS

Independent Financial Adviser

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Mobile: 07884 314023

Company: Landmark IFA Ltd

Providing: Whole of Market Independent Financial Advice.

Qualifications: Dip 4 qualified plus CF8.

Andrew has previously worked as an accountant for 8 years before moving into Financial Services. Andrew has worked at all levels from Adviser to Senior Management positions for Prudential, Barclays and Chase de Vere for over 30 years, achieving the Number One position Nationally with all three organisations and has now decided to use his wealth of experience to build his own clientele.

Andrew chose to work with Landmark as they have given him the opportunity to offer a true Whole of Market Proposition to his clients and they are constantly working to ensure that advice is always tailored to the best interests of the client.

Much of Andrew’s time is spent working with clients to ensure that their Estates and Retirement plans are all in order.

 


 

Quadros FSStuart Reynolds MLIBF DipFA, Aff.SWW

Company: Quadros Financial Solutions Limited

Providing: Pension, Investment, Protection, Auto Enrolment, Wills and Trusts

Office Address: Quadros House, Eastgate Business Centre, Eastern Avenue, Burton on Trent, Staffs, DE13 0AT.

Telephone: 01283 347154

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