About Us
Meet Our Chief Monkeys
James Beadell CeMAP
Founder & Will Writer
James has been providing financial advice since 1998 and brings a wealth of experience to Will Monkeys. James’ goal is to make the process of writing a will as simple as possible, even in complex situations.
James started his own business in 2005, initially trading as Berkeley James before becoming Beadell’s in 2013. Since then, Beadell’s has developed an excellent reputation and strong client base within the local community. This success has allowed the business to expand to a wider geographical area and in 2021 the business was reborn again as Mortgage Monkeys to better reflect the growing team of advisers and broadening the reach of the business. Will Monkeys was the next logical arm to the brand that is becoming a household name "helping to guide you through the financial jungle".
“Whether you’re writing a will for the first time or updating an existing will, the process can appear daunting. I pride myself on simplifying the process and providing guidance every step of the way to ensure my clients receive the best possible outcome with the least possible stress”
Rachel Pole
Professional Will Writer
Rachel brings her legal knowledge to the team and is based in Somerset. She is a member of the Institute of Professional Will Writers helping and advising clients in respect of their Wills and Lasting Powers of Attorney
Having spent the last 28 years in the solicitors industry, Rachel’s approachable and caring nature is reflected in her loyal following of clients who return time after time to receive her professional, friendly service at a reasonable cost
“I am very excited at the prospect of growing Will Monkeys whilst clients benefit from my honest, down to earth, personal service at a price they can afford to benefit their own futures”
I live in Bridgwater and enjoy spending time with my cocker spaniel, Waffle, going for walks, meeting my friends, eating out and travelling
Lucy Caulfield
Associate
Lucy brings a range of skills to the team, she is an "organiser" of all things, thankfully her computer knowledge allows Will Monkeys to keep on top of changes in technology and is helping us reinvent the post covid way of operating the business.
Her previous roles have been in a more glamorous environment working for the world of the rich and famous on yachts and private homes. Lucy is looking forward to bringing the will writing business into a new technology-based world where advice will still be the key but backed up by simple to use technology.
"Helping James re-invent and re-brand has been great fun, we are looking forward to the journey ahead. I am really looking forward to liaising with clients and helping them with our new systems."
