Private Client Executive at Parker Bullen LLP
Jo Leonard
Private Client Executive
Jo joined our Wills, Probate & Estate Planning department in February 2018 and is an Associate Member of the Chartered Institute of Legal Executives (ACILEx). Having started as a Paralegal, Jo completed her CILEx studies to qualify as a Wills and Probate Executive in 2021 and in 2023 she was promoted to Private Client Executive. She has continued with her studies and is now completing the required portfolio to obtain her CILEx Probate Practice Rights. Having worked in Wills, Probate & Estate Planning for many years, Jo has gained valuable knowledge and experience in drafting Wills, Lasting Powers of Attorney, Court of Protection matters, obtaining Grants of Probate and Estate Administration. During her time with the firm, Jo has been the lead lawyer on Charity Wills schemes for Naomi House and Cancer Research UK, has become a Mental Health First Aider and was part of the team when the department won the Wills & Probate Award 2020 for Best Use of Social Media. When working with her clients, Jo feels it is important to be professional as well as friendly, to ensure they are made to feel at ease from the outset and they are in the “right hands”. Meeting with clients at what can be an extremely difficult and challenging time in their life, Jo is keen to build a good relationship with all clients and provide them with an extremely professional service while obtaining the help and assistance they need. She adopts her friendly and approachable nature with both her clients and her colleagues, making herself available for anyone who requires assistance or even if it is just to talk. As a Mental Health First Aider, Jo takes her responsibilities seriously and is always happy to talk through any issues a colleague may be having and to lend a listening ear.
8 Newbury Street, Andover, Hampshire, SP10 1DW
She is an experienced Private Client Executive who is able to assist you
Practice Areas
Wills, Trusts & Probate
- Wills, Trusts & Probate 100%
13 Client Reviews
Overall experience
- Value For Money
- Communication
- Initial Impressions
- Approachability
- Documentation Accuracy
- Legal knowledge
About Jo Leonard
Jo joined our Wills, Probate & Estate Planning department in February 2018 and is an Associate Member of the Chartered Institute of Legal Executives (ACILEx). Having started as a Paralegal, Jo completed her CILEx studies to qualify as a Wills and Probate Executive in 2021 and in 2023 she was promoted to Private Client Executive. She has continued with her studies and is now completing the required portfolio to obtain her CILEx Probate Practice Rights. Having worked in Wills, Probate & Estate Planning for many years, Jo has gained valuable knowledge and experience in drafting Wills, Lasting Powers of Attorney, Court of Protection matters, obtaining Grants of Probate and Estate Administration. During her time with the firm, Jo has been the lead lawyer on Charity Wills schemes for Naomi House and Cancer Research UK, has become a Mental Health First Aider and was part of the team when the department won the Wills & Probate Award 2020 for Best Use of Social Media. When working with her clients, Jo feels it is important to be professional as well as friendly, to ensure they are made to feel at ease from the outset and they are in the “right hands”. Meeting with clients at what can be an extremely difficult and challenging time in their life, Jo is keen to build a good relationship with all clients and provide them with an extremely professional service while obtaining the help and assistance they need. She adopts her friendly and approachable nature with both her clients and her colleagues, making herself available for anyone who requires assistance or even if it is just to talk. As a Mental Health First Aider, Jo takes her responsibilities seriously and is always happy to talk through any issues a colleague may be having and to lend a listening ear.
Languages Spoken: English
Contact Jo Leonard
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WORK EXPERIENCE
Title
Name
Duration
Private Client Executive
Parker Bullen LLP
?-present
Will Service
When reviewing my Will and realising it required review, Parker Bullen were recommended to me.
I was looked after by Jo at the Salisbury office and she was professional, helpful, friendly and informative. She explained everything at the outset and was supportive throughout the whole process.
Having used the conveyancing services of Parker Bullen in the past, I would definitely go to them again for help with anything requiring a solicitor.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 28 October, 2024
Dear Adrian, Thank you very much for taking the time to share your experience with Jo Leonard, we are pleased she was able to provide the professional, supportive, and clear guidance you needed for reviewing your Will. It’s wonderful to know that her approach made the process straightforward and reassuring. If you need any further assistance in the future, please don't hesitate to reach out. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Excellent service as ever
We needed our Wills updating and PofA set up for ourselves.
We were given very good advice with regard to the queries we had, and the draft documents were produced very quickly.
It was always easy to arrange and get an appointment to see Jo and Lisa.
We would certainly use them again for other issues, and recommend them to friends etc without reserve.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 02 October, 2024
Dear Janice, Thank you for taking the time to share your positive experience with us. We're delighted to hear that you found the advice provided on your Wills and Power of Attorney helpful, and that the process was handled efficiently by Jo and Lisa. If you require any further assistance in the future, please do not hesitate to reach out. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Preparation of a Will with relevant legal advice
Jo & Lisa prepared my latest iteration of my Will, and the service was excellent, with great legal advice and quality of the actual document presented. I waited a period of time with another practice to get an appointment, who could not deliver this service in timely manner to my liking, so I am very pleased, I went to Parker Mullen. I would highly recommend this practice for all your legal requirements. Great service.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 10 July, 2024
Dear Stephen, We are glad that our team could offer timely and high-quality legal advice, especially after your previous experience with another practice. We are thrilled to hear that Jo Leonard and Lisa McKellar from our Wills, Probate and Estate Planning team in Andover provided you with excellent service and valuable legal advice while preparing your Will. If you require any further assistance or have any questions in the future, please do not hesitate to reach out. We look forward to the opportunity of working with you again. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Making of Wills
We received highly professional and friendly attention from Jo Leonard and Lisa McKeller in Andover during the process of making our Wills. All our queries were answered clearly and put our minds at rest. We have no doubt that we will receive first class service should we need further advice in the future.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 09 May, 2024
Dear Carole, Thank you for taking the time to leave your review for Jo and Lisa in our Wills, Probate and Estate Planning team based in Andover. We are delighted that you were pleased with their service and would not hesitate to use us again. We shall ensure your kind words are shared with them. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Superb service
My sister and I recently engaged Parker Bullen to support in the probate application for our father’s estate. I have to say that I have so impressed from start to finish with the service we received from Gareth and Jo. They were professional, attentive and explain everything in a clear and understandable way. We have been thoroughly impressed by them, and would recommend them to others.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 25 March, 2024
Dear Claire, Thank you for taking your time to leave a review for Gareth Horner and Jo Leonard from our Wills, Trusts and Probate team in Andover. We are so pleased that they were able to support you and make the process clear in the probate application of your father's estate. Do not hesitate to contact us in the future should you need us. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
I was helped to feel relaxed, and shown into a pleasant room..
I had never been to a Solicitor before, so didn't know quite what to expect, and both my Mother and Sister had recently died, so l was still feeling vulnerable, even though my Daughter was with me. However, all was so calm and peaceful that l immediately felt at ease. I had come to get my Will written and l was particularly feeling the importance of it.
Jo Leonard, my Solicitor, was refreshingly down to earth, and l so appreciated that, as it pushed aside any barriers and we got on well. All questions were answered and things explained, she was kind and patient but very professional, and all the staff that l met there were too.
I was very grateful to them all, as it was a difficult time in my life, but it was something that l knew l must do and not leave.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 19 July, 2023
Dear Janet, Thank you so very much for taking the time to leave your review for our team in Andover, and for Jo Leonard in particular. We recognise the particularly difficult circumstances you were under when you visited us, and we are so pleased we were able to offer a safe and calm space for you and your daughter. Should you need us again in the future please do not hesitate to contact us. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Jo Leonard & Parker Bullen
Jo and the people at Parker Bullen are very client friendly, professional and considerate. They deal with matters promptly and practically. Their costs are reasonable.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 31 May, 2023
Dear Ian, Many thanks for your kind words regarding Jo and our Wills, Trusts and Probate team here at Parker Bullen; we appreciate you taking the time to leave your review. Do not hesitate to contact us again in the future, should you need us. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
probate and estate
I used parker bullen for the closure of my brothers estate and the sale of my business recently
Both experiences were very good and I express my would like to appreciation to Jo Leonard and Katen Patel for their prompt professionalism regarding these matters
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 28 April, 2023
Hi Martin, Many thanks for taking the time to leave your kind review for our team, particularly for Jo and Katen. We are delighted we were in a position to assist you. Do not hesitate to contact us again in the future, should you need us. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Excellent service
We used Gareth and Jo from Parker Bullen for our Wills after receiving a recommendation from a friend. Great service, very clear instructions, understanding our needs, explaining things so we can easily understand and gave some great advice along the way.
I was expecting this to be a painful service but it was easy. Highly recommended.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 27 January, 2023
Hi Joe, Many thanks for taking the time to leave your review for Gareth and Jo; we are delighted that we were able to help you with your Wills and make it an easy experience for you. Don't hesitate to contact us again in the future, should you need us. With best wishes, Parker Bullen LLP
Was this review helpful? Yes
Basic will
Fantastic service from Jo Leonard who made the whole process simple and easy. Great to deal with and very reassuring approach. Would definitely use Jo again and recommend her to others.
Lawyer named in this review: Jo Leonard
A representative from Parker Bullen LLP responded to this review on 03 January, 2023
Hi Mark, Many thanks for taking the time to leave your review for Jo and the work she completed for you. We are delighted that we were able to reassure you throughout, and hope that we can work with you again in the future, should you need us. With best wishes, Parker Bullen LLP
Was this review helpful? Yes