A highly experienced and respected trust manager from the law firm Wrigleys, has joined our team as UK Products Manager.
Jane Symonds was Trust Manager at Leeds based Wrigleys for 12 years where she provided a full service to trustees, including preparation of annual trust accounts and trust tax returns, as well as personal tax services. She was previously Financial Administrator with Malcolm Lynch Solicitors.
She is a Fellow Member of the Association of Accounting Technicians (AAT) and a member of STEP (Society of Trust & Estate Practitioners). She is currently studying for her Association of Chartered Certified Accountants (ACCA) qualification.
Gatwick based thewealthworks produces Troika, an integrated software system developed for the legal, accountancy and financial sectors with specific applications for trust administrators, off-shore companies, probate practitioners and wealth managers. It supplies some of the leading names in the legal and accountancy sectors including law firms Macfarlanes, Charles Russell, Speechlys, Penningtons Manches and accountants BDO, Blick Rothenberg and Shipleys.
Jane Symonds said:
“I have always used Troika and have not only found it to be consistently effective and time efficient but it adds value by improving customer service. Joining thewealthworks and being charged with promoting a product I know by experience is the best of breed was too good an opportunity to miss. It’s a very exciting challenge.
“Part of my role will be to maintain a proactive liaison with clients, supporting them in getting the maximum from the products they are using and appraising them of new developments and opportunities offered by Troika.
Mick Jones, thewealthworks Managing Director added:
“Jane will be responsible for thewealthworks onshore products – trusts, probate and Court of Protection. These products aim to assist practitioners in managing their clients by producing forms for inheritance tax, the Court of Protection, accounts production and maintaining a database of information.
“Jane’s experience as an end-user will be invaluable and will give existing and potential customers a great deal of confidence in our products and the support they can expect.”