Erica McKay

My Approach

My primary role is to assist the partners and associates within the Wills Trust and Probate teams. I am personally driven to provide a high level of expertise to clients. I have a flexible and proactive approach to any role undertaken. Client centricity has always been important to me and providing the best service possible not only to clients but also Key Business partners.

Area of Expertise

I have a diverse skill set acquired through careers in both the Financial and Education sectors. These roles included Area Sales Manager for Barclays Premier Wealth Management; Financial Advisor and Branch Manager. Within the Education sector I worked as: a School Governor heading up Finance and reviewing policies; Chair of a local nursery responsible for overseeing Finance / HR / regulations and audit control. I also assisted young adults with Autism in their learning and life skills within a local School specializing in Adults with Severe and Complex Special Needs.

Having personally experienced the trauma of a loss of a loved one, and the resultant Estate work, I have found a passion for an area of Law I have always been interested in and am very excited to be working within the WTP team in Wimborne.

Professional Associations & Qualifications

• Advanced Financial Planning Certificate – Chartered Insurance Institute
• Sales Management and Supervision - Chartered Insurance Institute
• Personal Investment Planning and Advice – Institute of Financial Services
• Trusts and Taxation - Chartered Insurance Institute
• Certificate in Mortgage Advise and Practice - Chartered Institute of Bankers
• Certificate for Financial Advisor I / II / III – Chartered Institute of Bankers