Jill is Director of the Estate Planning side of Warners, which includes giving specialist advise on equity release and protection.
During my long career in the financial services industry, I have balanced qualifications with experience. Technical knowledge is essential with the vast array of providers and products available to you. I am a member of the Chartered Insurance Institute and Society of Mortgage Professionals, through which I received many of my qualifications.
Since joining the business in 2019, I have expanded my repertoire into equity release and supporting clients with wills and power of attorney. These services led to the formation of Warners Estate Planning, offering the same trusted and respectful support that Warners are already known for.
I believe in building a long-term relationship with my clients. My work in mortgages, protection and estate planning is very personal. Having lived on a tight budget myself with children, marriage; and the unfortunate topics of redundancy, family illness and death to consider. Estate planning can support you and your family with all of this, protecting your combined future.
On a personal note, I’m a lifetime member of the National Trust, enjoy voluntary work with Girl Guiding UK, Wymondham Heritage Museum and the NCC love food hate waste campaign, and most importantly family time.
Message Jill Pullin
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