Cathy Walker-Croft – Administrator (Estate Planning Dept)

Cathy Walker-Croft serves as Department Administrator for the Estate Planning team at ProTrust Consulting, where she plays a key role in supporting the efficient delivery of client services and the smooth day-to-day operation of the department.

She is responsible for organising and preparing estate planning documentation, coordinating client meetings with Advisors, and conducting regular reviews of client files to ensure accuracy, consistency, and compliance. Her structured and proactive approach helps maintain a seamless workflow and supports the team in delivering a high standard of service.

With many years of experience in administration, Cathy brings a strong understanding of client-focused processes and operational efficiency. She is committed to building positive working relationships through clear communication, effective organisation, and attention to detail, benefiting both clients and colleagues alike.

Cathy holds a range of administrative and customer service qualifications, which underpin her broad skill set and enable her to contribute effectively across her varied role.