Wills and Estate Specialist
Trudi is a Wills and Estate Specialist and works closely with our Independent Financial Advisers at David Allen Financial Services. She joined the David Allen team after working for a national high street bank for 27 years.
Trudi is a member of the Institute of Professional Will Writers (IPW) and is highly skilled in completing the administration of estates. As a Wills and Estate Specialist she meets and interviews clients in order to gain a full understanding of their needs which enables her to go on to draft, and complete, Wills, Lasting Power of Attorneys and probate for them.
Trudi lives at Orton Rigg on the outskirts of Carlisle. She spends virtually all her spare time looking after, and riding, her four horses (as well as the further two she stables for her friends). Along with her equine interests Trudi keeps hens and ducks, three pygmy goats and also has two Jack Russell and two Cocker Spaniel dogs.
This firm complies with the IPW Code of Practice