Sophie Davies

Sophie Davies

Sophie Davies is a Senior Associate in the Private Client Department and has over 12 years’ experience dealing with all aspects of Wills, Estate and Tax Planning, Trust Creation and Administration, Powers of Attorney, and the Administration of Estates.

Sophie joined Everys in April 2022, having relocated from Dorset to Devon with her family. She is based at our Exeter office primarily, although she is frequently at our Honiton and Exmouth offices, as well as our other offices when needed.

Sophie enjoys the opportunity her role gives her to spend time with, and get to know, her clients and their families – helping them to plan for the future, and offering advice, guidance, and support, particularly in times of great distress. Sophie is friendly, approachable, and has a kind manner.

Sophie Davies

Claire Agnew

Claire Agnew is a Senior Associate in our Private Client team and has over 19 years’ experience in private client matters. Claire specialises in a variety of private client work including advising on and drafting Wills, Lasting Powers of Attorney, and acting for Executors and Administrators in relation to estate administration.

Although based at our Exeter Office, Claire is happy to travel to see clients at any of our offices or at their homes, if this is preferred.

Claire studied Law at the University of Hull and qualified as a solicitor in 2002. She is a member of the Society of Trust and Estate Practitioners (STEP).

Sophie Davies

Susan Fairless

Susan Fairless is a Senior Associate in the Private Client department. Although based at our Taunton office, Susan is happy to see clients at their homes, where necessary. She joined Everys in 2022 having previously practised as a private client Solicitor in North Somerset for over 10 years.

Susan qualified as a Solicitor in 2005 and is also a fully accredited member of both the Society of Trusts and Estate Practitioners (STEP), and Solicitors for the Elderly (SFE). Susan advises on a wide range of private client matters including wills, lasting powers of attorney, estate administration, trusts, and succession. Susan is known for her approachable manner and clear, understandable advice.

Susan originally trained as a registered nurse and spent several years working for the NHS, mainly in A&E. There is very little left that surprises her, and her nursing experience has informed and influenced her approach to clients and their families, who may be going through difficult times.

 

Julie Baldey

Julie Baldey

Julie Baldey is a Senior Associate working in the Private Client department. She joined Everys in January 2021 and is based at our Honiton Office. Julie is a registered Trust and Estate Practitioner (TEP) and a qualified Accounting Technician (AAT) with NVQs 2-4 in applied accounting, and deals primarily with the administration of estates.

With over 15 years’ experience in Probate, Julie has handled a large variety of assets owned by her clients – trains, planes, horses, boats, and vintage cars, amongst others – and finds this work very interesting and varied. She enjoys interacting with clients and unravelling complex issues.

Julie moved from East Sussex to Devon with her family in 2017 so that they could enjoy their horses.

 

 

 

 

Nigel Isaac

Nigel Isaac

Nigel is a Chartered Legal Executive working in the Private Client department based primarily at our Taunton Office, but will happily travel to our other offices to meet with clients.

Nigel’s main areas of work include wills, lasting powers of attorney, probate, elderly client matters, estate administration, and estate planning.

Prior to working in law, Nigel spent five years in the Royal Artillery and then 12 years as a retained firefighter based in Glastonbury.  It was due to a back injury sustained in a fire that Nigel had to leave the fire service and retrain for another career.

He gained his Law degree from the University of Glamorgan and has worked in Private Client since 2004.

Nigel joined Everys in January 2021, having worked in local firms since qualifying. The most enjoyable part of work for Nigel is building up excellent client relationships and providing a professional, but down to earth, link with clients.

Nigel is a Dementia Champion and has connections to the local Dementia Action Alliance.

In his spare time, Nigel enjoys spending time with his family and dog, Bella. He helps out with his two younger sons in their rugby and football and particularly enjoys watching those sports.

Charlotte Thomas-Collins

Charlotte Thomas-Collins

Charlotte Thomas-Collins is a Senior Associate and Head of the Private Client department based at Exmouth.

With over 12 years’ experience in private client matters, Charlotte’s expertise lies in elderly and vulnerable care; tax; trusts and succession; and trust creation and administration. Described as “charming in manner”, “courteous” and “warm” by the Legal 500, Charlotte’s approach to her work particularly suits her elderly and vulnerable clients whom she often visits at their home or our other offices. Charlotte also acts for clients in relation to their wills, probate, lasting powers of attorney, and estate planning.

Charlotte graduated in law from Brasenose College, Oxford and qualified as a solicitor in 2006. She is a member of the Society of Trust and Estate Practitioners (STEP).

Chris Lake

Chris Lake

Chris Lake is an Associate in our Private Client department and is based at Sidmouth. He first joined Everys in 2003 and stayed nine years before taking time out to fulfill a long-held dream to explore Australia and South East Asia. Upon his return to Everys in 2015, he continued with private client work and now advises on estate administration, probate, wills, and lasting powers of attorney.

Chris is working towards his Chartered Institute of Legal Executives qualification.