Our Team
We provide clear, practical estate planning advice delivered by an experienced and approachable team. Our team combines technical expertise with straightforward communication so our clients understand their options and feel supported at every step.
How Our Team Supports You
At Clarke and Wright, our work is delivered by a team of experienced professionals who support clients at every stage of the estate planning process. From initial conversations through to detailed planning and implementation, each person plays a role in providing clear, practical advice and a smooth experience.
On this page, you can explore the roles that support your planning and meet some of the team members who may assist you. If you’re ready to speak to somebody, you can book a review below.
The Structure Behind Your Estate Planning
Directors
Provide leadership and oversee the firm’s approach to estate planning and client care.
Consultants
Work directly with families to understand their circumstances and guide them through planning.
Paralegals
Support the preparation of legal structures and documents with accuracy and attention to detail.
Case Handlers
Manage cases through drafting and completion, ensuring everything progresses smoothly.
Tax Advisory
Our associated firm, Mercian Accountants, gives specialist tax insight and planning support.
Client Services and Events
Support clients before and after events, manage appointments, and deliver clear information.
Meet Some Of Our Planning Professionals
Graham Loosley
Director (FCCA)
With over 40 years of experience in tax and estate planning, Graham combines deep technical knowledge with a calm, practical approach. A former Ernst & Young accountant, he has advised thousands of families and is an experienced speaker, known for explaining complex legal and financial matters in a clear, accessible way.
Outside of work, Graham values time with his family and enjoys running, occasionally taking on the odd marathon challenge.
Simon Loosley
Director
Simon combines direct client consultancy with responsibility for maintaining high standards across the organisation. With extensive experience advising individuals and families, he is known for his approachable manner and clear, practical guidance, helping clients feel confident and at ease when making important decisions.
In his spare time, Simon enjoys walking in the Shropshire countryside with his two dogs, Bertie and George.
Jade Jaro
Personal Assistant
Jade provides dedicated support to Graham and Simon, managing diaries, coordinating meetings and assisting with day-to-day responsibilities to ensure operations run smoothly and efficiently. Her organised and proactive approach helps maintain structure and momentum across the leadership team.
Beyond the office, she enjoys baking cakes and pastries and cooking for friends and family, bringing the same creativity and attention to detail to her time in the kitchen.
Anthony O'Mara
Estate Planning Consultant
Anthony has over six years of experience in estate planning, helping individuals and families protect what matters most with clear, straightforward advice, free of jargon. He believes exceptional customer service is at the heart of everything he does, and he takes pride in making every client feel comfortable, supported, and at ease throughout the process.
Outside of work, Anthony enjoys football, keeping fit at the gym, and spending quality time with family and friends.
Dale Lindsay
Estate Planning Consultant
With more than ten years’ experience in estate planning, Dale works with families to help them put effective arrangements in place. He takes time to understand each client’s circumstances, providing clear and practical guidance so they can make confident decisions about protecting their family and their legacy.
Known for his approachable manner, Dale aims to make the planning process straightforward and reassuring for every client he meets.
Gordon Redgrave-Scott
Estate Planning Consultant
Gordon works closely with families across the UK to help them put effective estate planning arrangements in place. Based in the North West, he travels widely to meet clients and provide clear, practical guidance tailored to their individual circumstances. Known for his approachable manner, he takes time to explain options carefully so clients can make confident decisions about protecting their family and their legacy.
For leisure, Gordon enjoys keeping active and spending time with friends and family.
Graeme Stewart
Estate Planning Consultant
With over 10 years of experience in estate planning, Graeme brings clear, practical advice and a client-focused approach to Clarke and Wright. He has advised thousands of families and works closely with both the seminar and legal teams to ensure every plan is carefully structured and professionally delivered, taking particular pride in meeting clients in their homes.
Away from work, Graeme enjoys time with his daughters and son, as well as their dog, Keith. He keeps active with callisthenics and HIIT training and enjoys spending time in the Lake District.
Kashif Abbas
Estate Planning Consultant
Based in Reading, Berkshire, Kashif has 11 years of experience helping individuals and families put effective estate plans in place with clear, practical guidance. He takes time to understand each client’s circumstances, working closely with the wider team to ensure every plan is carefully structured and delivered with care. His approachable manner helps clients feel at ease throughout the process.
Beyond his professional life, Kashif is married with three daughters and enjoys the gym and nature walks.
Nick Sudbury
Estate Planning Consultant
With nine years of estate planning experience, Nick draws on his military background to offer clients honest, straightforward advice across all areas of planning. Based in Sleaford, Lincolnshire, he takes pride in making each consultation clear and easy to understand, and works closely with the legal team to oversee every case personally, ensuring a professional and reliable experience from start to finish.
In his downtime, Nick makes the most of family life with his four children. A keen fitness enthusiast, he enjoys cycling, hiking and kayaking whenever he can.
Read Nick’s profile and client reviews
Zafar Emanuel
Estate Planning Consultant
Zafar has around 13 years of experience in estate planning and is known for explaining complex solutions in a clear, straightforward way. Based in West Yorkshire, Zafar has helped many families plan for the future with confidence, bringing a flexible and practical approach to his work.
Outside of work, Zafar is married with two daughters and is currently thinking about adding a dog to the family. He enjoys family time, walks with his wife, travelling, and meeting people from all walks of life.
Zoë Le Fort
Solicitor (TEP)
As a qualified Solicitor and Trust and Estate Practitioner, Zoë has over 13 years’ experience in private client matters, specialising in complex Will drafting and estate planning. At Clarke & Wright, she prides herself on breaking down complicated legal concepts into clear, practical advice, giving her clients complete peace of mind.
Outside the office, Zoë can be found assisting her husband in finalising renovations of their 17th-century cottage, and exploring the Cornish countryside with their golden retriever, Poppy.
Zoë Vooght
Chartered Paralegal (CILEX)
A qualified paralegal regulated by CILEX, Zoë brings over nine years of experience in Wills and Estate Administration. She supports clients through each stage of the process, working closely with solicitors and colleagues to ensure every matter is handled accurately and with care, and is known for her approachable and detail-focused manner.
In her free time, Zoë enjoys walking the Devon coastline, spending time with her pug, Roy, and relaxing with a good book.
Alissa Schutten
Paralegal
Alissa brings over four years of estate planning experience to her role as a Paralegal at Clarke and Wright. She supports the case handlers and legal team in preparing Wills, Lasting Powers of Attorney and Declarations of Trust, helping clients feel confident that their affairs are in order for the future.
At home, Alissa loves tending to the garden with her partner and curling up in a cosy corner with a new book. She hopes to welcome a cat into the household soon to share it with her.
Mila Rnjak
Paralegal
Mila holds an LL.M. (Master of Laws) and brings six years of experience practising the law of England and Wales to her role as a Paralegal at Clarke and Wright. She specialises in Wills of varying complexity, Lasting Powers of Attorney, and Deeds of Trust, and assists with matters involving HM Land Registry and the Office of the Public Guardian. Her work frequently includes cross-border matters, and her professional and approachable manner ensures every client feels well supported.
For leisure, Mila enjoys hiking and CrossFit, and can also speak Croatian, Bosnian and Italian.
Ruby Perris
Paralegal
Coming soon
Peter Loosley
Chartered Tax Adviser (CTA)
Peter is a Chartered Tax Adviser, a member of the Chartered Institute of Taxation (CIOT), at our associated firm, Mercian Accountants. He provides specialist advice on Inheritance Tax, Capital Gains Tax, business reliefs and succession planning. With nearly a decade of experience, he works closely with clients and advisers to ensure structures are robust and tax-efficient, offering clear, considered guidance tailored to individual circumstances.
Away from the working day, Peter enjoys running, trips to the cinema and a competitive game of chess.
Sophia Peters
Team Leader (Case Handlers)
As Team Leader for our Case Handlers, Sophia brings strong leadership and organisational skills to ensure every client receives a professional and seamless experience. She works closely with clients, case handlers and the legal team to maintain clear communication and efficient case progression, playing a key role in upholding our high service standards.
In her downtime, Sophia enjoys tending to her vegetable garden, baking for family and friends, and caring for her two ducks.
Fred Williams
Team Leader (Client Engagement)
Fred leads our Client Engagement team, overseeing initial enquiries and ensuring everybody receives a prompt, professional and helpful first conversation. Working closely with our consultants, he helps ensure appointments are well prepared and that each enquiry is handled with care, clarity, and support. He also monitors activity and performance to maintain a consistent and responsive service.
Outside of work, Fred is a keen wrestling fan and a proud cat enthusiast. He also has a healthy appreciation for a good meme.
Jake Holdroyd
Accounts Partner (ACA)
At our associated firm, Mercian Accountants, Jake is an ACA Chartered Accountant through ICAEW, holding a degree in Mathematics. He oversees compliance work across the firm, helping ensure clients meet their statutory and tax obligations accurately and efficiently. With a structured, detail-focused approach, he helps clients keep their financial affairs organised, compliant and up to date.
Away from work, Jake enjoys medieval reenactment at historic sites and hiking in the Lake District, working his way through the Wainwright fells.
Sarwar Ahmed
Client Manager (ACCA)
Sarwar is an ACCA-qualified Chartered Accountant at our associated firm, Mercian Accountants, with over 10 years of experience in UK practice. He oversees a diverse portfolio of clients, delivering corporate and personal tax compliance while providing clear, practical advice to support effective financial planning. His approach focuses on ensuring structures are robust, compliant and aligned with longer-term objectives.
When not at work, he enjoys travelling and taking every opportunity to explore new destinations and enjoy a sunny getaway.
Amber Doherty
Case Handler
As a Case Handler at Clarke and Wright, Amber supports the preparation of Wills and Lasting Powers of Attorney, working closely with clients, consultants and the legal team to keep each case progressing smoothly. Her background in customer service and administration, including time at a GP practice, has given her strong communication and organisational skills, as well as the ability to manage a high volume of work accurately and efficiently.
Away from the office, she is a busy mum of three who enjoys life on her smallholding, caring for chickens and pigs, alongside renovating her family home.
Anmol Sharma
Case Handler
Anmol helps clients at Clarke & Wright put their Wills and Lasting Powers of Attorney in place. As a Case Handler, she keeps things simple and clear, takes the time to understand each client’s circumstances, and brings a calm, approachable manner to every case. Working closely with clients, their families, and the wider team, she makes sure everything runs smoothly from start to finish.
For leisure, Anmol loves travelling and exploring news places, spending time in nature, and enjoying good food.
Grace Morris
Case Handler
With over two years of experience working alongside Graham at both Mercian Accountants and Clarke and Wright, Grace brings a calm and supportive approach to her role as a Case Handler. She works closely with clients and their families, guiding each case with care and ensuring their wishes are clearly reflected and professionally managed.
In her spare time, Grace enjoys spending time with her daughter and fiancé, often heading out for long walks followed by a well-earned hot chocolate and slice of cake.
Ishita Jaiswal
Case Handler
Ishita is a Case Handler who helps prepare Wills and Lasting Powers of Attorney, ensuring each client’s wishes are reflected with care and attention to detail. As part of a friendly, supportive team, she liaises closely with clients, consultants, paralegals and solicitors, bringing a thorough, organised approach that keeps every case running smoothly.
Outside of work, Ishita loves getting lost in a good book, experimenting in the kitchen and spending time with her cats and dog.
Sarah Williams
Case Handler
As a Case Handler at Clarke and Wright, Sarah works as part of a dedicated team to deliver a professional and personalised service. She brings over 25 years of customer service experience and a strong commitment to client care.
Beyond the office, she enjoys a busy family life with her two children, often spending weekends at football matches. She keeps active through netball and regular gym sessions, and loves travelling and making new memories on holiday.
Sharon Sheridan
Case Handler
Since joining Clarke and Wright, Sharon has become a valued member of the team as a Case Handler, ensuring documents are prepared accurately and delivered efficiently. Drawing on a varied background in schools, hospitals and marketing, she brings strong communication skills, empathy and a calm, supportive approach, helping clients feel informed and reassured throughout the process.
In her spare time, Sharon loves running and keeping fit, and her Welsh Collie, Luna, makes sure she enjoys plenty of long walks. She and her husband also enjoy exploring the Shropshire Hills together.
Yrene Moriles
Case Handler
Yrene is a Case Handler at Clarke and Wright, supporting consultants with client onboarding, meeting coordination and follow-ups to keep every case organised and on track. Drawing on several years of experience in legal and administrative roles, she brings strong skills in client communication, confidential documentation and careful deadline management.
Outside of work, Yrene enjoys Pilates and running. She is also passionate about animal welfare and supports local stray animal projects.
Allyn Bermeo
Client Engagement Executive
Allyn is a valued member of the Client Services team at Clarke and Wright, supporting prospective and existing clients from their first enquiry through to their review. She handles initial questions, arranges appointments and helps ensure each client journey is organised, responsive and clearly communicated. Her professional and approachable manner helps create a positive first impression and a smooth experience throughout.
During her free time, she enjoys cooking for her family and trying out new dishes that she’s found online.
Carla Panlilio
Client Engagement Executive
Carla supports prospective clients by arranging appointments and helping them take the first step in planning their wills, trusts and broader estate planning needs. She brings 14 years of experience in the financial services industry, with a background in customer service, fraud prevention and financial planning operations.
In her spare time, Carla enjoys spending time at the beach, practising yoga and Pilates, playing with her dogs, trying new places to eat, and celebrating both the little and big wins in life.
James Tinker
Client Engagement Executive
With seven years of experience in the estate planning industry, James supports both clients and consultants to ensure a smooth and well organised service. He has coordinated consultant schedules and contributed to training programmes, helping maintain consistent standards across the team.
Committed to ensuring families have the strongest protection in place, James is passionate about helping clients safeguard the legacies they have worked hard to build and plan confidently for the future.
Marjorie Alesna
Client Engagement Executive
Marjorie has over 10 years of experience in customer care, technical support and client engagement, and is dedicated to delivering exceptional service and building strong, lasting relationships with clients. She takes pride in providing personalised support, resolving concerns efficiently and ensuring every client is treated with professionalism, respect and genuine care.
Outside of work, Marjorie enjoys caring for her dogs and cats, and loves trying new recipes in the kitchen to unwind after a busy day.
Marseille Sendico
Client Engagement Executive
Marseille brings over ten years of customer service experience to her role as a Client Engagement Executive at Clarke and Wright. With a background spanning a range of industries, she helps ensure every client enquiry is handled with care, professionalism and a thorough understanding of what’s needed. Her dependable and proactive approach means clients feel supported from their very first contact through to booking a review.
Away from the office, Marseille enjoys cooking, watching films and spending quality time with her family.
Yam Diaz
Client Engagement Executive
Yam is a valued member of the Client Services team at Clarke and Wright, supporting the smooth delivery of events and client communications. She manages seminar registrations, handles enquiries and oversees ticketing, helping ensure every interaction is organised and professional. She also supports prospective clients by arranging reviews with our advisers and guiding them through the next steps.
Outside of work, Yam enjoys reading and travelling to new places and countries.
Mubashra Riaz
Practice Accountant (ACCA)
Mubashra is a Chartered Accountant at our associated firm, Mercian Accountants, preparing company accounts, self-assessment tax returns and Capital Gains Tax computations with a strong focus on accuracy and clarity. Her work provides reliable financial information to support effective estate and tax planning, helping ensure that structures are aligned with each client’s overall financial position and long-term objectives.
In her spare time, she enjoys playing badminton, reading both fiction and non-fiction, and making time to rest and recharge.
Saud Khan
Practice Accountant (ACCA)
At our associated firm, Mercian Accountants, Saud is a Chartered Accountant who supports clients with company accounts, self-assessment tax returns, and Capital Gains Tax reporting. By maintaining accurate financial records and up-to-date compliance, he helps ensure the information used in estate and succession planning is robust and dependable.
Away from work, Saud enjoys playing cricket and following a range of sports, including football.
Angel Concepcion
Trust and Compliance Executive
Angel brings nearly a decade of experience in client services, document preparation, and administrative support to the team, with a strong focus on precision and attention to detail. She oversees Trust Registration Service submissions, ensuring matters are handled accurately, efficiently, and to a consistently high standard.
When she’s not at work, Angel is a devoted dog mum to Millie and Bailey. She loves taking road trips, heading to the beach, and baking treats for friends and family.
Wynsum Abellana
Trust and Compliance Executive
Drawing on a background in quality assurance, Wynsum supports the team as Trust and Compliance Executive, managing documentation and coordinating administrative processes to keep day-to-day operations running smoothly. Her experience in business development also brings strong attention to detail and problem-solving skills that help ensure clients receive an efficient and reliable service.
For leisure, Wynsum enjoys travelling with her family, exploring new places and spending quality time with loved ones.
Poppie Lewis
Client Administrator
As a Client Administrator at Clarke and Wright, Poppie keeps client matters organised and on track, drawing on a First-Class Honours degree in Law and experience working in a busy hospital environment. Used to managing high workloads, Poppie brings strong communication and problem-solving skills to the role, along with a reliable, approachable manner that clients can depend on.
When not at work, Poppie enjoys dog walks, trips to the gym and settling down with a good book.
Cherry Hortilano
Onboarding Specialist
Cherry supports the onboarding process, helping to ensure new clients are set up smoothly and accounts are managed efficiently. Working closely with our consultants, she keeps the client journey organised and on track, contributing to a clear and well-managed client experience from the outset.
Outside of work, Cherry enjoys gardening, balloon decoration and DIY projects, as well as watching the sunset. She is a proud mum of two and a devoted dog owner, and values time spent with her family and pets.
Meremie Donato
Onboarding Executive
Meremie is an Onboarding Executive at Clarke & Wright, supporting the onboarding process to ensure new clients are set up smoothly and accounts are managed efficiently. She works closely with consultants to provide the best possible experience for clients, keeping the client journey structured, on track and clearly supported from the very beginning.
In her spare time, Meremie enjoys reading romance and suspense novels and loves going on road trips with her family. She also has a keen eye for a well-organised home.
Joe Tejerasas
Recruitment & HR Co-ordinator
Finding and bringing the right people onto the team, Joe guides candidates through every step of the hiring process to ensure a smooth, welcoming experience. He takes pride in matching skilled professionals with the right roles, keeping pipelines organised, and helping build strong, collaborative teams.
For leisure, Joe enjoys discovering new music, exploring tech and design, and unwinding with a great cup of coffee.
Dani Mamaril
Venue Co-ordinator
As Venue Co-ordinator, Dani is responsible for researching, negotiating and securing high-spec venues for our events across the UK. Her organisation and attention to detail help ensure each seminar is hosted in the right setting and runs smoothly from a logistical perspective. She also supports the Client Services team, contributing to an efficient and well-coordinated operation.
At the weekend, she enjoys graphic design and gardening, and values time spent keeping active and recharging.
Kate Loosley
Communications Manager
As Communications Manager at Clarke and Wright, Kate oversees seminars, the firm’s website, digital communications, social media, and printed materials. From coordinating event schedules and producing brochures to creating newsletters and online content, she ensures estate planning information is presented clearly and professionally, helping clients feel informed and confident.
For leisure, Kate enjoys running and planning her race calendar, spending time with her rescue lurcher Sadie, and relaxing with arts and crafts.
Chad Brittle
AV Engineer
Chad manages all audio-visual aspects of our seminars and events, setting up and managing the tech behind the scenes so everything runs smoothly on the day. From microphones and speakers to screens and presentation equipment, he ensures every presentation is clear, seamless and hassle-free for everyone attending. He also helps welcome guests on arrival, contributing to a warm and well-organised experience from start to finish.
In his spare time, Chad enjoys cooking and spending time with his family.
Alyson Davenport-White
Events Co-ordinator
Supporting the smooth delivery of our seminars, Alyson plays a key role in preparing venues, coordinating guest arrivals and ensuring attendees are welcomed and looked after throughout each event. Her organised and approachable manner helps create a professional yet relaxed atmosphere, allowing everything to run efficiently from start to finish.
Outside of work, Alyson enjoys travelling, spending time with her family and making the most of her holidays.
Becky Jewell
Events Co-ordinator
Becky plays an important role in delivering our seminars, supporting event setup, welcoming guests, and overseeing registration to ensure each event runs smoothly and professionally. As a familiar and friendly face on the day, she helps create a warm and well-organised experience for every attendee.
Beyond events, Becky is a proud mum of two and enjoys time with friends, walking her dog, making family memories, and often planning her next holiday getaway.
Claire Pritchard
Events Co-ordinator
Claire brings a wealth of administrative experience, including time in the education sector, to her position as Events Co-ordinator at Clarke and Wright. Highly organised and professional, she takes pride in making every event run smoothly, from preparing venues and welcoming guests to managing the finer details behind the scenes, so that everyone attending enjoys a warm and seamless experience.
Outside of work, Claire enjoys family time and walking her dog. She keeps active through circuit training and cycling, and is always ready to take on a new DIY project.
Constance Redgrave
Events Co-ordinator
As an Events Co-ordinator at Clarke and Wright, Constance helps ensure each seminar runs smoothly and that guests feel welcome from the moment they arrive. From managing check-ins to assisting with audience questions, she helps create a relaxed, organised and professional experience for everyone attending.
Away from events, Constance is passionate about fitness and loves cooking and trying good food. She also enjoys travelling, spending time outdoors and catching up with friends.
Denise Cole
Events Co-ordinator
Drawing on a long career in education, Denise brings strong organisational skills and a calm, people-focused approach to her role as an Events Co-ordinator. She supports the smooth delivery of our seminars, helping to prepare venues, welcome guests and ensure each event runs professionally from start to finish.
Her background working with people of all ages helps her create a warm and well-organised experience for every attendee, and away from work she enjoys walking her dogs, gardening and tackling DIY projects.
Could this be you?
We’re Always Looking for Great People
We’re a friendly, growing team and we’re always keen to hear from talented people who share our values and are passionate about delivering a great client experience.
Get in touch, we’d be happy to have a conversation.
Take the Next Step in Your Planning
If you are ready to discuss your circumstances, our team is here to help. From wills and trusts to probate and inheritance tax planning, we provide clear, practical advice tailored to your needs. Book a review today and take the next step with Clarke and Wright.
