Jamie Williams, TEP

Extremely proud of our colleague, Jamie Williams TEP, who has recently become a full member of the Society of Trust and Estate Practitioners (STEP).

STEP is the global professional association for practitioners who specialise in advising families across generations. An internationally recognised mark of excellence in the field with proven qualifications and experience in family inheritance and succession planning.

Jamie, a qualified Private Client Solicitor based in Barrow, has been part of the Poole Townsend team for the last 8 years supporting clients in all aspects of their life planning.

Qualified STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, family inheritance, succession planning, protection of the vulnerable, family businesses and philanthropic giving.

To become a full member of STEP, Jamie completed the STEP Diploma in Trusts and Estates. The Diploma consists of 4 examinations which can be taken over a 2-4 year period, resulting in becoming a Trusts and Estates Practitioner (TEP). This designation is only given to full members of STEP.

With only 20,000 official STEP members based across 95 countries, we pride ourselves in housing the very best in service and expertise at Poole Townsend.

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Poole Townsend solicitors Ltd (Company no:10964550) is a company registered in England and Wales with its registered office at 69-75 Duke Street, Barrow in Furness, LA14 1RP. A list of directors is available at the registered office address. Authorised and regulated by the Solicitors Regulation Authority number 647087. We are independent financial advisers authorised and regulated by the Financial Conduct Authority. VAT registration number :154365563

Poole Townsend Estates Ltd. (Company No: 10960705) is a company registered in England and Wales with its registered office at 69-75 Duke Street, Barrow in Furness LA14 1RP. A list of directors is available at the registered office address. Regulated by the Council of Licensed Conveyancers to provide Conveyancing services. (Firm no: 3438) VAT registration number 288092466. Our Estate Agency is a member of the Property Ombudsman scheme.

Professional Indemnity Insurance – please contact Martin Oates at the address above if you require details of cover held

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