Kelly Bale
Finance lead (Court of Protection)
Kelly Bale
Finance lead (Court of Protection)
As finance lead for the Court of Protection team, Kelly supervises and manages the daily running of all deputyship and trust bank accounts, ensuring accurate payment of invoices, reimbursements and payroll. She completes the SRA banking reconciliation and management of cash flow across all accounts, making decisions with the deputy on withdrawals and supervises the CRM and financial client system.
Kelly also administers work for auto enrolment pension schemes, personal tax returns, banking applications and annual periodical payments, along with team mentoring and training. Her particular strength is in consideration of cash flow, reviewing clients’ annual budgets and analysis of deposit and investment accounts along with annual reporting of the financial figures to the Office of the Public Guardian. She also assists the deputy with the banking arrangements and changes.
I enjoy liaising with clients and contacts and encourage team members to enhance their own personal knowledge through my banking experience, knowledge of investments, payroll/pensions, tax returns and cash flow analysis to support with their day-to-day client contact.
She joined the firm in 2010, having gained extensive knowledge of the Court of Protection field from her previous role as a customer service manager for a major building society in Central London. Since then she has built up excellent relationships with clients, banking institutions and independent financial advisers to enhance the products and services offered by the Court of Protection team.
Recent work highlights
Banking and system providers
Increasing knowledge
Changeover project
What people are saying
The team I work with is excellent, organised and nothing is too much trouble. They are responsive and communicate effectively.
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