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Covid-19 update

All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.

Our Team

Our team at a glance

Directors

  • Gareth Briscoe - Founder & CFO
  • Tracy Briscoe - Co- Founder
  • Andrew Buchan - Managing Director, UK

Operations

  • Lucie Buchan - HR Manager
  • Jasmine Prior - Administrator & Will Drafter
  • Ravi Cryer - Administrator
  • Olivia Hoskins - Administrator

Business Development

  • Charlie Ward - Head of Sales & Marketing
  • Sandrine Modesti - Project Manager/Business Analyst
  • Sarah Thompson - Business Development Manager
  • Shelly Lowe - Account Manager

Advisory Team

  • Nathan Hidson - Consultant Team Leader
  • Megan Williams - Senior Drafter
  • Brian Briscoe - Senior Consultant
  • Rebekka Hayles - Senior Consultant
  • Shanga Mahmoud - Senior Consultant
  • Charlotte Barbaroussis - Senior Consultant
  • Rafaella Papadopoulou - Consultant
  • Zahrah Ahmed - Consultant
  • Kirsty Burke - Consultant
  • Jack Clarke - Consultant
  • Kerry Rigby - Consultant

Meeting Teams

  • Carole Goodman - Meetings Team Leader
  • Louise Fredericks - Meetings Co-Ordinator & Data Protection Officer
  • Lauren Taylor-Blake - Accounts Administrator/Meetings Co-Ordinator

Directors

Gareth Briscoe

Andrew Buchan

As an experienced estate planner I joined James McKenzie in early 2012 to assist on a part time basis, a rapidly expanding business. It became apparent to me early on that the reason for this success was the focus on the client and providing concise structured advice adapted to individual needs. Sharing the same principles and with an enthusiasm to further promote James McKenzie’s values I swiftly moved to become a full time consultant and established myself as an integral part of the future of the business currently now holding the position of Director and leading my own team of consultants delivering a personal and comprehensive service across London and the UK.

Do I enjoy being part of James McKenzie? Most certainly yes. I am provided with a flexible working environment which suits a self-motivated individual such as myself and I am continuously recognised and rewarded for my individual efforts. I am encouraged and fully supported in developing my knowledge through further qualifications and James McKenzie also offers me the chance to be part of an exciting growing business and not only grow alongside it but to play my part in actively shaping the future of the company.

Operations

Lucie Buchan

Most of my experience has been in management with over 10 years of senior management roles including being a regional manager in multi luxury retail stores across the UK.I believe that I am extremely hard-working, great at multitasking and always curious with an open-mind. I also obtained my Master’s degree in Economics prior to joining JM IN 2017.

Some of my responsibilities involve interviewing potential new employees and I am often in touch with recruitment agencies when screening for new staff. What inspires me the most are the Directors, here at JM. Watching their hard work, perseverance and sacrifice is truly inspiring. I love that I am constantly learning and developing my skills.

Jasmine Prior

Administrator & Will Drafter

After completing my exams, I wanted to go straight into work and develop my skill set in the professional world. As an Administrator, some of my responsibilities involve assisting clients, answering phone calls and ensuring that things are up to date and are running smoothly. Working at a recruitment agency prior to JM really helped to strengthen my skills. JM being a successful working environment, full of people who support and encourage each other to take on new opportunities, inspires me to be the best that I can be.

At JM, there is so much support and new opportunities where I can develop my role. I am looking forward to seeing how I progress in the next few months, even years here at JM.

Ravi Cryer

I joined James McKenzie in October 2020 and even though Will writing is very new to me, I have a background in retail so working with people has been a passion of mine for some time now. I take great pleasure in assisting with all kinds of client enquiries over the phone on our switchboard number and over email, whether it is advice on which service to choose or providing more information about the finalising and signing of Wills.

 

What I admire so much about JM is how supportive and hard working my colleagues are. It is the feeling of knowing I can reach out to them at any time of need and they would always go above and beyond to help in any way they can.

Olivia Hoskins

Bio coming soon.

Business Development

Charlie Ward

I joined the company in 2018 after living and working in the Middle East. Initially working on our branding, website and comms plans, my scope then increased to cover new business and partnerships. Working with our top multinational corporates and our VIP SMEs brings so much variety and every day presents new challenges. I have a passion for customer service and service delivery and ensuring we exceed our clients’ expectations is what motivates me. Growth and welcoming new JM employees are reflections of the hard work from a dedicated and motivated team. Every day brings inspiration: welcoming new customers, speaking to benefit providers, seeking to improve our offer through industry best practice and understanding every client’s needs. We are a team supported by the past and excited for the future.

Sandrine Modesti

Project Manager/Business Analyst

I joined JM in April 2021 - I saw a great opportunity to work with a company that is equally as passionate about looking after its employees and delivering the best service to its clients. I have over 20 years experience in customer service, including Project Management and Business Analysis. I am responsible for ensuring we are consistently reviewing and improving our processes to ensure we continue to deliver the exceptional level of service that makes us stand out from the competition.

Sarah Thompson

Business Development Manager

I joined the JM team back in 2012 as an administrative assistant, as the company grew from strength to strength and increased its team at Head Office, I moved into an Office Managers role. 

Having watched the company grow organically, when I was approached about the BDM position I was excited by the challenge and wanted to add to my skillset.

Reaching out to all business sectors to assist them in offering such an essential and personal benefit, gives me a great sense of achievement.

The future of JM is bright as the company leads the way in the financial wellbeing sector.

Shelly Lowe

I joined James McKenzie in May 2021. With an employee benefits background I have a wealth of knowledge about the benefits industry. I have 3 years’ experience within the benefit sector and excellent customer service and organisational skills. I will be your day-to-day contact for all your will writing needs. JM is a great friendly place to work and I look forward to being a part of the on-going successes of James McKenzie.

Advisory Team

Nathan Hidson

I started my JM journey in 2019. It has been challenging, rewarding and also great fun. I have always had a great interest and passion for law. After completing a degree in Philosophy & Politics, I went on to complete two postgraduate legal diplomas whilst working for a national law firm. I have also completed the SWWEPP (Wills and Estate Practitioners) Diploma to further and deepen my understanding of private client law.

Working with a great team at JM really inspires me to deliver exceptional service in all aspects of my work. It is always a pleasure to be out and about meeting clients and knowing how much they will benefit from our services really motivates me day to day.

I love to travel and working for a company with an international reach really makes JM a special place to work.

Megan Williams

I joined James McKenzie in November 2017 as a Junior Admin Assistant after completing my A Level qualifications. Since working here, I have been given the opportunity to develop my skills and knowledge and as a result, I have progressed to my current role as a Senior Will Drafter.

 I am also studying towards my CILEx qualifications whilst working full time, which has proved to be hard work yet extremely rewarding.

 I thoroughly enjoy working here at James McKenzie, each day is varied and brings a new challenge. It is also great to be able to work alongside a professional yet friendly team.

Brian Briscoe

Rebekka Hayles

I began working for James McKenzie in 2015 and it’s been a wonderful journey so far.  I am a Senior Consultant and have 12 years’ experience working in the legal industry, with 10 years specialising in Wills and Succession planning.  I am a graduate member of Chartered Legal Executives Lawyers and currently preparing for my Solicitor exams. 

 James McKenzie is a professional company and we pride ourselves on giving only the best advice.  For what can be a difficult area to approach, our aim is to deal with the process in the most straightforward and efficient way, specifically tailoring to suit each client’s personal needs and circumstances.  

 The encouragement, support and opportunities are what make working for James McKenzie so rewarding.  

 We have amazing team and are always looking to drive the business further.  

Shanga Mahmoud

I joined JM as a consultant in 2017, with a Bachelor of Law and a Master’s degree in International Commercial Law. I have considerable experience in the industry and have worked as an Inheritance Tax assistant advisor as well as a Contracts Manager and Auditor prior to working for JM.
My client base is varied and although this can be challenging at times, I find that it can be highly rewarding. Being part of a team full of diverse characters inspires and motivates me. I am also safe in the knowledge that JM really takes pride in their employees. The company always encourages and supports the personal development of staff.

Charlotte Barbaroussis

Prior to joining James McKenzie in March 2019 I worked as a private client paralegal for 3 years. I obtained a Law degree and LPC from the University of Westminster and I am currently working towards a STEP accreditation.

 Working for James McKenzie has allowed me to develop my existing skillset and knowledge in private client law. I have the ability to tailor my legal advice in accordance with the family and financial circumstances of my clients and I approach client wishes in an accurate and sensitive manner.

 I thoroughly enjoy the client facing aspect of my role as Senior Consultant as it allows me to meet and engage with up to 20 clients per week. I am passionate about building and maintaining client relationships and I enjoy attending company events.

Rafaella Papadopoulou

I joined the business in September 2019 as a legal consultant. I found this a great opportunity to work in the Trust Law area where I could help clients get a well structured Will in place to protect their estate and loved ones. During my undergraduate and postgraduate diplomas I found Trust Law to be exceptionally interesting and I am delighted to use my knowledge to the service of our clients.

 Because James McKenzie has reached international grounds, I had the opportunity to visit various towns and cities that I could explore whilst also working. James McKenzie is determined to offer the best client services and I am happy to be part of this strong and passionate team.

Zahrah Ahmed

I joined James McKenzie in January 2020, with a Bachelors of Law. After joining the team I was warmly welcomed and began my journey constantly challenging myself and developing my experience in Private Client Law. I have now gone on to achieve my postgraduate diploma (LPC & LLM) whilst working with JM which is a challenging yet rewarding experience and I am grateful to have been able to embark on both simultaneously.

 As a consultant I am constantly reaching new potential through the help of my team in gaining new skills in Will writing, Lasting Powers of Attorney and Trusts and continuing to broaden my reach within Private Client Law. I remain passionate about building client relationships through meeting vast amounts of clients weekly and enjoy being able to provide tailored advice to each client to adapt to their circumstances on a personal basis and I look forward to continue this past the pandemic.

 It is a pleasure to be a part of a team which actively promotes the well-being of their peers as well as the growth - both as an individual and a professional at all times brought through new opportunities which has not been hindered even through the pandemic

Kirsty Burke

I have been working in the Private Client area of law for over 20 years now and enjoy the process of delivering a personalised service tailored to the needs of each individual client. Working at James McKenzie has allowed me to use the knowledge I have gained since completing my law degree by continuing with my professional development training, incorporating the experience that I have built up over the working within city and local law firms in the past. This has proven invaluable now that I am working closely with the employees of top multinational corporate companies.

I thoroughly enjoy the rounded  role of meeting clients, advising them and then being able to personally draft the documents for them. Dealing with the whole process makes for a more personalised service, something that I think James McKenzie excels at.

Jack Clarke

I joined JM in March 2020 with experience of working as a Litigation Paralegal across various fields. Upon being offered the opportunity, I was extremely excited at the prospect and challenge of developing my knowledge in a new area of law. I began my journey within the Drafting Team, drafting Wills with an excellent support network around me, which enabled me to progress my knowledge/understanding, before moving into a Consultant Role, taking day-to-day meetings with Clients. My key skills lie in building rapports and creating a positive approach for Clients on what can be a difficult conversation to have. My motivation at JM is the day-to-day interaction with Clients, engaging with them and tailoring the meeting towards their individual needs and requirements. JM offers a fantastic working environment, and I am excited and looking forward to being a part of the continued success and growth of the business. 

Kerry Rigby

I first joined the amazing James McKenzie family in November 2020 after graduating with a First Class Masters in Law from Northumbria University in 2019, and having completed my Legal Practice Course. Before I moved to JM, I worked as a paralegal for a national law firm based in Leeds.

 I absolutely love working for JM for a whole variety of reasons, and I am inspired by my work colleagues as the whole team are extremely supportive. James McKenzie has a very friendly culture/ environment, and I have settled in quickly despite the fact I began my JM journey remotely due to Covid! Secondly, as a Consultant and Will Drafter my role relies heavily on ascertaining clients intentions in an approachable and stress-free manner. I enjoy meeting with new clients on a daily basis and tailoring my advice to their specific needs. Finally, the opportunities I am exposed to at JM are unparalleled, and I am keen to progress my skills and knowledge within such a fast growing business.

Meeting Teams

Carole Goodman

I have worked for James McKenzie since June 2014 and really enjoy working in the Meetings Team. I started as the only person booking meetings and as the company has grown so quickly and successfully in such a short space of time, I have now been given the opportunity to head a small team managing the consultants’ diaries, organising travel arrangements and liaising with HR contacts in multi-national companies.

James McKenzie is a great place to work, everyone is friendly. We are actively encouraged to progress within the company and frequently rewarded with sweets, biscuits and hot scones!

Louise Fredericks

Meetings Co-Ordinator & Data Protection Officer

I joined the JM team in 2014 on a temporary basis and quickly moved to a permanent position in 2015. The company have continued to grow and so has my position here, as a Data Protection officer and being part of the Meetings team.

Some of my key responsibilities as a Data Protection Officer include; maintaining records of all data processing activities conducted by JM and to ensure that they comply with the GDPR requirements.

JM is a great company to work for, offering flexibility, great rewards and a strong friendly team.

Lauren Taylor-Blake

Accounts Administrator/Meetings Co-Ordinator

I started working for James McKenzie in 2018 after completing a Business Diploma. Since joining JM I have developed my knowledge and skills within the Meetings Team and over the last year I have taken over the Accounts role which I am thoroughly enjoying. I have also started to work with the Drafting Team which has been great and I am keen to progress my skills and knowledge within this role.

 

James McKenzie is a great company to work for, the team are always there to support you, encourage you, and lend a hand when needed. I cannot wait to see what the future brings for me here at JM.