The Bristol-based private wealth team at Osborne Clarke LLP acts for a significant number of high-net-worth, international families, most notably those with a US connection. Entrepreneurs, business owners and charities also make up the firm’s diverse client base. Patrick Wooddisse is well-regarded for representing high-net-worth clients and high value trusteeships. Shelley Faulkner’s diverse caseload encompasses private and charitable trust creation, inheritance tax planning and estate administration. Jenny Deacon is also a key member of the team.
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Testimonials
Collated independently by Legal 500 research team.
- ‘Agile thinkers. ’
‘First-class legal and tax minds.’
It has been easy working with the team and I find the members intelligent and quick to respond. The team has also had a "can do" approach and always try to work in a honest and straightforward manner. ’
‘Patrick Wooddisse is one who I would say stands out from the other firms I have worked with. His eye for detail and personable nature makes me want to work with him. Where he may not have an immediate answer, he has gone back to the team and discussed internally and sought suitable advice to come back with intelligent solutions. I appreciate his timely responses and work ethic.'
‘Professional and clear advice and I always feel confident that I am in safe hands with the OC team.’
‘Shelley Faulkner has been superb.’
‘Shelley Faulkner is the epitome of excellent client care. She is determined to ensure an answer is given and a matter dealt with as soon as possible to give peace of mind, and her guidance and advice is similarly excellent. To have Shelley acting for you is hugely reassuring.'
- 'Sophie Walmsley is a first-rate up and comer.’
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Other key lawyers
Patrick Wooddisse; Shelley Faulkner; Jenny Deacon; Sophie Walmsley