{"id":5062,"date":"2024-08-08T09:55:42","date_gmt":"2024-08-08T08:55:42","guid":{"rendered":"https:\/\/ctt-group.co.uk\/private-client\/?p=5062"},"modified":"2024-08-08T09:55:43","modified_gmt":"2024-08-08T08:55:43","slug":"long-serving-ctt-staff-member-will-chiles-joins-private-client-team","status":"publish","type":"post","link":"https:\/\/ctt-group.co.uk\/private-client\/long-serving-ctt-staff-member-will-chiles-joins-private-client-team\/","title":{"rendered":"Long-serving CTT staff member, Will Chiles, joins Private Client team"},"content":{"rendered":"
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When Will Chiles joined CTT in 2007, the role he stepped into wasn\u2019t the one he\u2019d applied for. With a background in Financial Services that included working with a long-term care insurance company, a life company, and experience auditing financial advice, he was expecting a similar position with CTT. But fate had other plans for Will.<\/p>\n

\u201cThings were very different back in 2006,\u201d he laughs. \u201cA whole gang of us joined at a similar time \u2013 a number of us are still here!\u00a0 We were quite a small team then \u2013 only 20 of us \u2013 and everybody mucked in. Since then, CTT has evolved into the group it is now and the Estate Planning team has grown and grown. I started off helping on the wills and trusts side of things and the rest is history. I\u2019ve been delivering Estate Planning support to our advisers ever since!\u201d<\/p>\n

Having amassed a wealth of Estate Planning expertise over the last 17 years, eventually becoming CTT\u2019s Senior Technical Adviser, Will\u2019s well-known to CTT members for offering them flexible options and good counsel for their clients.<\/p>\n

\u201cWill\u2019s personal approach to looking after our advisers means they always get the help and advice they need when they need it,\u201d says CTT Private Client Director, Lucy Miles. \u00a0\u201cHe\u2019s always on hand to lend an ear and share his experience, so our members and their clients can benefit from his depth of expertise.\u201d<\/p>\n

Now, Will\u2019s stepping into a new role at Gables House, one that offers some welcome challenges for the next phase of his CTT journey. \u201cI\u2019m ready for a new challenge,\u201d he says. \u201cThis is a natural evolution of my role over the last 17 years, which has been sitting on the shoulder of our advisers and helping them with their clients.\u201d<\/p>\n

Will\u2019s move from the Estate Planning Team to CTT Private Client will see him advising and managing his own private clients directly. The new role calls for a range of Estate and Financial Planning expertise, as well as client-facing soft skills, which come naturally to Will, who is both compassionate and professional.<\/p>\n

\u201cThere\u2019s a subtlety to working with your own clients. Naturally, advisers need to know a lot of the technicalities within Estate Planning, but when you\u2019re working with clients, you need to keep things simple,\u201d he explains.<\/p>\n

\u201cI\u2019m very passionate about people having the right advice. Back in the day, I saw what happens when people are given advice that isn\u2019t the best. Even though I\u2019m running my own little business, I believe strongly in helping clients by taking an advisory approach and offering them guidance \u2013 not a salesman\u2019s pitch.\u201d<\/p>\n

“Will\u2019s experience and time spent at CTT make him an invaluable member of the team, as well as all the knowledge he’s gained through training with us and supporting our advisers,\u201d says Lucy. \u201cWe\u2019re delighted Will has chosen to develop his career in Estate Planning further with CTT and that we\u2019re able to support him in the next stage of his professional journey. It\u2019s also a win for our private clients, who will get to benefit from Will\u2019s expert knowledge and advice.\u201d<\/p>\n

Will is looking forward to the challenges and opportunities of his new client-facing role within the Private Client Team, headed by Bob Massey \u2013 who interviewed Will when he joined CTT over 17 years ago!<\/p>\n

\u201cThere\u2019s already been a lot of learning for me in the last 10 days looking more at the intricacies of planning, how to project that to clients when I\u2019m talking to them and organising my own administrative processes. I\u2019m looking forward to getting into that zone of managing my own business.\u201d he shares.<\/p>\n

\u201cBut there\u2019s a lot of familiar faces in the Private Client team which has made the move easier. Having that sense of familiarity and being able to bounce ideas off people really helps. I feel refreshed by the new challenge!\u201d<\/p>\n

CTT Director Bob Massey says, \u201cIt\u2019s been a pleasure and a privilege to watch and share in Will\u2019s professional journey since he joined CTT all those years ago. I\u2019m delighted to welcome him to the Private Client team and look forward to many more years working with him alongside our valued clients.\u201d<\/p>\n\n\t<\/div>\n\t

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