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Kay Surley

Legal Cashier

Direct Line: 0191 255 0217


Kay Surley
Kay supports the Account Manager with the day to day procedures of the Accounts Department. Her role is to manage the daily banking of cheques, producing cheques, making & receiving electronic payments and assisting with the Sales & Purchasing Ledgers.

Kay was a Buyer for a perfumery house (Robertet) in Surry for five years before moving to the North East. She has a wealth of Banking Experience, having previously worked for Alliance & Leicester, and Northern Rock plc. Most recently, Kay worked part-time as a Legal Cashier for O’Neill Robson Palmer in Gosforth.

Kay joined Samuel Phillips Law Firm 6 months ago as a Full-time Legal Cashier. It appealed to me as the firm is well established and has an excellent reputation for their approach to clients and their members of staff. SPLF are a forward thinking Company and I wanted to be a part of it.

No two days are the same for Kay. Her main duties include: Keeping the Purchase Ledgers up-to-date and issuing cheques when payment are due, as well as ensuring that all banking elements are completed each day.

She makes sure that monies which arrive in to SPLF and paid out are imputed on the relevant client matters, whilst keeping members of staff informed of the situation. Finally, she checks and closes client ledgers at the request of the solicitors on a daily basis. In order to keep up to date with Office procedures, Kay has completed EDCL level 1 & 2 courses at night school in 2012.

Kay lives with her son (Daniel), in Newcastle. In her spare time (of which there is not very much), she enjoys Keeping Fit. She attends Body Combat and Gym classes, as well as going Bouldering and cycling. She also runs her own private taxi service, ferrying and watching Daniel play Football at the weekends as he plays for two teams (Whitley Bay & West Allotments).

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In the midst of all the talk about the increase in Probate application fees, the Office of the Public Guardian (‘the OPG’) has decided to go against the grain with the welcome result of reducing fees. As of 1 April 2017, the OPG is reducing the registration fee for a Lasting Power of Attorney (‘LPA’) […]

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