Finance North Estate Planning Services

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Bespoke Estate Planning Solutions To Protect Your Assets.

We put our clients at the heart of everything and build tailor made solutions to meet the individual needs of the client and their loved ones.We feel justly proud of our service and feel this is supported by the fact that over 80% of our business comes from recommendations. This underlines that our clients appreciate our objectives and ethics whilst providing a premium service at a very affordable price.

We have Jon O’Brien our Senior Trust & Estate Planning Consultant with over 16 years’ experience within a Private Solicitors Practice and over 8 years in the commercial legal market. Jon works alongside Mark Roberts the Business Principle who has worked in the Finance and Banking Industry for 30 years. We also have Sharon Liptrott our Customer Relations Manager and Deb Bate our Finance Manager who both are instrumental in helping both Jon & Mark assist our clients, no matter what their situation.

We have offices in Staffordshire & Cheshire and offer a service in the comfort of your own home throughout the North West & the West Midlands. Our service is also supported by Countrywide Tax and Trust Corporation Limited whose Directors and staff members are qualified S.T.E.P (The Society of Trust and Estate Practitioners). They are also recognised as a leading figure in the legal industry by being invited to appear in the first ever Law & Justice Edition of the prestigious Parliamentary Review.

Address & Contact

The Dudson Centre
Hope Street
Stoke on Trent

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