Meet the team - Corporate & Trust Planning Unit

The members of our Corporate & Trust Planning Unit are a busy bunch. But we managed to track them down for ten minutes to answer some questions for us.

Jason Reader - Associate Director

Q: When did you start working for Jordans? And have you held any previous roles within the company?

A: I started working for Jordans Limited in September 1992 where I operated the Company Formations and then Company Search teams before moving to the international operation (today known as Jordans Trust Company) in 1996.

Q: What's your role at Jordans and what does it involve?

A: I head up the Corporate & Trust Planning Unit and have worked closely with Martin Palmer for the past 20 years. I am responsible for ensuring the Corporate & Trust Planning Unit functions and develops in accordance with the services provided and to consider and implement changes relevant to legislation amendments. I have spoken at many Jordans seminars in Jersey, Guernsey, Isle of Man and Cyprus. I also have the responsibility of visiting clients to maintain key relationships and build new opportunities.

Q: What made you want to work for Jordans?

A: The services we provide are very niche and interesting. My move to the international unit in 1996 gave me the opportunity to build on the products and services we provided. With Martin Palmer's help, I assisted with the development of what has become the Jordans Trust Company Limited business of today.

Q: Is there any advice you would want to give to new clients?

A: In an ever-changing environment, I would advise working with an organisation that is able to support your service requirements and able to provide guidance and comfort regarding other relevant matters. Our Corporate & Trust Planning Unit can give clients the guidance and support they need to ensure they select the most appropriate jurisdiction and services to support the their situation.

Q: Where is your favourite place to go on holiday and why?

A: Currently, my favourite trip was to Euro Disney. Seeing my children's faces light up with excitement and amazement is something I will never forget. This has made me want to visit Disneyland in Florida to take the experience to another level for them.

Lee Moore - Manager

Q: When did you start working for Jordans? And have you held any previous roles within the company?

A: I commenced my employment with Jordans Limited in July 2002 working in the legal stationery unit. A year later, I progressed into a role in the UK Corporate Formations Unit. I then moved to the international side of the business in June 2005 as a Corporate Consultant, before progressing into my managerial role.

Q: What does your role at Jordans involve?

A: As a manager within the team, it's my job to assist the team with their day-to-day duties. This includes creating and transferring a variety of companies and portfolios across many jurisdictions and dealing with a high volume of work whilst maintaining accuracy.

Q: What does a typical day look like for you?

A: My role is extremely varied, however a typical day involves: handling new enquiries; following up on ongoing enquiries; incorporating new companies in multiple jurisdictions; organising the transfer in of existing companies / structures; preparing statutory documents and agreements; opening new banking facilities and providing director duties... phew!

Q: What's the most interesting fact about you?

A: I was once scouted and signed as a youth player for Bristol Rovers FC.

Q: Tell us something surprising about you...

A: I'm a quarter Burmese.

Jenny Powell - Corporate Consultant

Q: When did you start working for Jordans? And have you held any previous roles within the company?

A: I started working at Jordans Trust Company in July 2014. Initially, I occupied the role of a Corporate Governance Consultant within the UK Corporate Governance (company secretarial) team. I then migrated over to the Corporate & Trust Planning unit in May 2015.

Q: What were you doing before you started working at Jordans?

A: Immediately prior to joining Jordans Trust Company, I was travelling in South East Asia. Prior to that, I was studying for my postgraduate diploma at the University of the West of England.

Q: What made you want to work for Jordans?

A: It's a well-known and reputable firm in Bristol specialising in all aspects of corporate law. I also wanted to work here because of the friendly and approachable people.

Q: Is there any advice you would give to new clients?

A: 1.) Ask questions! 2.) It is important from the outset to ensure that you are creating an entity / structure which is fit for purpose. This may involve seeking professional advice in order to consider the kind of structure you may need to implement in accordance with the reasons / purpose for creating a new entity.

Q: Tell us something surprising about yourself...

A: I am currently planning a wedding in Poland (and am frantically trying to learn as much Polish as possible!).

Beth Senior - Corporate Consultant

Q: When did you start working for Jordans? And have you held any previous roles within the company?

A: I started in March 2008 working in the Company Secretarial Department.  I moved over to Corporate & Trust Planning Unit in 2011 working as a Corporate Consultant. In January 2013 I was seconded to our Seychelles office for three months where I was an Assistant Manager and then returned to the Corporate & Trust Planning Unit.

Q: Do you have any qualifications / past experience relevant to your role?

A: I have a degree in Law & English and a diploma in Trust & Estate Planning, both of which are relevant to the job I do.

Q: What's your favourite thing about working in the Corporate & Trust Planning Unit?

A: We are a close team and all help each other out. I also learn lots of new things all the time.

Q: What has surprised you most about working at Jordans?

A: I was surprised when I started working here about some of our beautiful overseas office locations. I have been lucky enough to see some of these.

Q: What do you find most challenging about working at Jordans?

A: An important part of my role is ensuring that I'm up to date with any changes in legislation regarding company and tax law, both in the UK and in the other jurisdictions we operate in, which can be challenging.

Paul Bentley - ASP Consultant

Q: When did you start working for Jordans? And have you held any previous roles within the company?

A: I started working for Jordans Trust Company in July 2013.

Q: What's your role at Jordans and what does it involve?

A: I deal with our ASP - UK Process Agent service. The Process Agent provides an address in England which can be used by English courts to serve notice of legal proceedings to foreign companies.

Q: What's your favourite thing about working in ASP?

A: The international client base makes it interesting as I get to communicate with various people from around the world.

Q: If you could try another profession for a day, what would it be?

A: A client entering into a legal agreement which will require a UK Process Agent. It would be interesting to see the ASP process from the other side. But other than that, a racing driver!

Q: What's the most interesting fact about you?

A: I used to mix and produce music.

Put a face to the names...
 

Jason Reader

Lee Moore

Jenny Powell

Beth Senior

Paul Bentley


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