Danielle joined our Case Worker team in June 2024.  She previously worked in the insurance industry, where she gained invaluable experience including.

• Proactively seek and establish good working relationships with other people within and outside the business.
• Good knowledge of customer service providing care and empathy, along with dealing and resolving customer complaints

Our Case Workers are at the heart of our service to our professional Deputyship clients.  It is their role to provide advice and support to clients and their families on the end of a phone, by email or in person.  They make sure the that day to day management of the client's financial lives is looked after - from arranging mobile phones, to paying bills, insuring vehicles and properties or even helping with arranging holidays.  

Case Workers are often in very regular contact with clients and work as part of a team with a solicitor or executive on each professional deputyship matter, under the guidance of the Deputy.