Our firm and our people:

Jennifer Margrave
Partner

In 1995 Jennifer set up as a sole practitioner and in 2010 formed the LLP with Joanne Mason and then Julie Orgill.

In 2003 Jennifer was delighted to receive a Lifetime Achievement Award for her work in developing her elderly client practice, training others and helping to develop a website for elderly client work. The Award was part of the Law Society's Gazette's hundred years' celebration and was one of several categories. Jennifer won the Private Client category. She was on the board of Solicitors for the Elderly, for some years, being one of the original members.  She was instrumental in developing marketing and the SFE ‘Book of Knowledge’ information for members. She has also helped edit various textbooks in the elderly client field and still writes chatty articles for local magazines.

She helps clients with wills, trusts, and the general care of the elderly including funding issues, and acting as a deputy appointed by the Court of Protection to look after the finances of vulnerable people, and also advises on powers of attorney.  She is a member of STEP.  

Jennifer provides talks on a regular basis to groups such as the WI, Townswomen's Guild, nursing homes and other solicitors on a variety of topics.   Her other great interest  is writing historical novels, her fourth one was published in November 2013. 

Jennifer works two days a week; Tuesday and Thursday.

Joanne Mason
Partner

Joanne first joined the firm whilst studying the Legal Practice Course at the College of Law in Guildford, upon completion of this Joanne trained with the firm and qualified as a solicitor in September 2003. She became Partner in April 2010.

She deals with all areas of work within the practice but specialises in:

• Wills
• Administration of Estates
• Inheritance Tax planning
• Lasting Powers of Attorney – both property and affairs and health and welfare
• Court of Protection applications and related issues
• Elderly Client issues

Joanne is a fully accredited member of Solicitors for the Elderly a national association of lawyers which focuses on legal services provided to older people and is on the committee of the local Surrey Solicitors for the Elderly.  She is also a member of the Private Client Section of the Law Society.

In her professional capacity Joanne acts as Attorney for number of clients, assisting them with the day to day management of their affairs and also acts as deputy for those who are under the jurisdiction of the Court of Protection.  She also regularly acts as Executor or Trustee for clients in their wills. 

Joanne is the COLP (Compliance Office for Legal Practice) for the firm. 

Joanne works full time.

Julie Orgill
Practice Manager

Julie joined Jennifer Margrave when she started her practice as a sole practitioner and has developed her expertise by finally qualifying as a Chartered Legal Executive in 2015.  Julie is the practice manager, dealing with the practice accounts and all other office administration matters.  She became a Partner in April 2016.

On the client side of the firm she is, amongst others, involved with clients who may call into the office or telephoning.  She is responsible for cost drafting of all Court of Protection matters.   She is involved in assisting other fee earners and having control of her own matters such as administration of estates, managing client’s financial affairs, tax return preparation and will drafting.  Julie is the firm's COFA (Compliance Officer for Finance and Administration). 

Julie works four days a week; Tuesday, Wednesday, Thursday and Friday.

Keira Lohn
Assistant Solicitor

Keira qualified in December 2007 after training with the firm and works three days a week.  She is  a member of Solicitors for the Elderly  and is experienced in Will drafting, advice and also deals with the administration of estates, Powers of Attorney and Court of Protection matters but her particular expertise is in the area of care funding.

Applications for NHS funding can be complicated and lengthy.  Keira understands the anxiety felt by relatives undertaking this process at a time when a loved one’s ill health is already causing distress.  With her extensive experience she is able to offer guidance; gathering relevant evidence and presenting an accurate account of the Patient’s health needs which is tailored to the NHS assessment criteria.  Keira’s presence at assessments is of particular assistance to families who might find it too distressing to present their case without support. 

Keira works three days a week; Monday, Tuesday and Thursday.

Caroline Woolhouse
Assistant Solicitor

Caroline joined the firm in 2012 and works one day a week.    She specialises in the preparation of Wills, applying for Grant of Probate, Lasting Powers of Attorney and Court of Protection work  and assists clients in the administration of the estate of their loved ones.  She also advises on estate planning.

She has particular expertise in elderly client matters including advising on the preparation of Lasting Powers of Attorney, long term care and funding. She has experience in applying to the Court of Protection to make a statutory will.

Caroline prides herself on handling what can be upsetting matters for clients with sensitivity and use of jargon free language.

Caroline is a member of STEP, a fully accredited member of Solicitors for the Elderly and a member of the Private Client Section of the Law Society.

When she is not working Caroline enjoys cycling, walking in the Peak District, the theatre and entertaining friends and family at home.

Caroline works one day a week;  Thursday.

Anne Hertzell
Associate Solicitor 

Anne has specialised in property work for over twenty-five years and joined the firm in April 2013. 

She deals with freehold and leasehold transactions, transfers of equity and lease variations although you will see from the ”Our Services” section of our website that she can only deal with purchases which do not involve an institutional lender. 

Being well aware of the stresses and strains of buying or selling a house, Anne is  always ready to discuss clients’ concerns and believes that good communication is the key to effective conveyancing.  She is a member of the Property Section of the Law Society.

Anne works four days a week; Tuesday, Wednesday, Thursday and Friday. 

Kelly Lucas
Front Office Manager 

Kelly joined the firm in 2007 as Front Office Manager and has a busy and varied role dealing with clients and fee earners alike. She has over 18 years’ experience of working in a legal environment. Kelly enjoys socialising in her free time.

Alison Moseley
Office Administrator 

Alison joined the firm in 2005 and works on a part time basis covering a wide variety of administrative duties including managing reception. Alison is involved with the Alzheimer's Association.

Jenny Thurston
Office Administrator

Jenny joined the firm in November 2009 and works on a part time basis doing various office administrative duties.  She is married with two children.

Jennifer Margrave Solicitors LLP is required to collect workforce diversity data by the SRA.  If you should require a copy then it is available free of charge on request.