1. Tell us about yourself and your business

My name is Jo Francis and I am a self employed consultant for Heritage Legal Estate Planning, which is a professional will writing company. My role is to visit the clients in their own home at a time to suit them to take their instructions to ensure that their wishes can be formalised into a legally binding will.

  1. What brought you to West Berks?

I moved to Thatcham from Ruislip 16 years ago due to my husband’s new job in Newbury. By moving to Thatcham my husband spends more time at home and less time on the M4!

  1. How did you get into the business?

I was very fortunate that at the same time I made the decision to reduce my working hours my good friend Rachel Harding was looking to expand her business and take on consultants.

  1. What are your main challenges?

Understandably, people don’t like having to think about what happens after they have died so making sure they have a properly executed will in place is not one of their top priorities even though it is one of the most important things you can do to help your loved ones at a difficult time.

  1. How do you manage your time – ie between working and being a mother

I have found this difficult but have now set my days/hours that I am working & I am trying to stick by it, easier said than done though!

  1. What do you do when you’re not at work?

I enjoy playing tennis, swimming and socialising with family & friends.

  1. Tell us something surprising about yourself

I was a professional dancer until the age of 22 and have danced in shows in Japan & Turkey.

  1. What are you most proud of?

This has to be my three children firstly but I’m also proud that Heritage Legal Estate Planning was a finalist in the West Berkshire new business awards in October.

  1. How would you describe a typical customer and how do you help them?

A typical customer would be either a single person, married or living with their partner with or without children that have not yet made a will and/or Lasting Powers of Attorneys. I visit clients in their own home at a time to suit them so they are in a relaxed environment. I discuss their wishes & take down their instructions to enable our legal team to draw up a legally binding will.

10. What are your plans for the next few years?

I want to successfully grow my business and build relationships with other local businesses so that we can all work together to provide a great service for our clients.

11. Which song sums you up or is your favourite song?

The Rose by Better Midler has to be my favourite song. It has a very poignant meaning to me & my family and my daughter sings it beautifully.




Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s