Helen Downes TEP, Solicitor, Director
Helen qualified as a solicitor in 1997. She has spent her career working in Cardiff, latterly as a partner and Head of Private Client at one of the large city firms. Helen has gained a sterling reputation for dealing with complex tax and estate issues on behalf of high net worth individuals and, at the same time, never losing the human touch.
In 2000, Helen was the first solicitor in South Wales to be awarded her Society of Trust and Estates Practitioners (STEP) diploma. She continues to be an active STEP member and has fulfilled a number of committee roles in recent years. Helen also holds Association of Taxation Technicians (ATT) Certificates of Competency in Personal Taxation and Inheritance Tax, Trusts and Estates.
Helen lives in Cardiff with her young son and in her (limited!) spare time, she enjoys singing, music, scuba diving and meeting up with friends.
Judith Phillips, Practice Manager, Director
Judith, who is originally from Northern Ireland, is a director of the company and has been with CLA Trust & Legacy Planning since its inception. Her background is in financial services in which she has over 30 years' experience, with the majority of this with the sister company, Chris Leach & Associates Ltd, where she is practice manager and director.
Judith is responsible for running both companies and with her financial services experience, holds the role of COFA within CLA Trust & Planning.
Judith spends much of her spare time with her family and spends most weekends entertaining friends and family at their home.