Page 3 - Finance North - E State Planning Service

Established When clients are making some of the most

reputation important decisions in their life, it’s vital they

turn to people they can trust. With us you can

be sure of the highest quality and most flexible

legal support we can offer your clients. We go

out of our way to enhance the trust you have

gained from your clients.

Our management team are Mark Roberts and

Jon O’Brien.

Mark Roberts
Mark has been in the financial services sector

for over 26 years and also Founder and CEO of

Challenge Cancer UK a national charity.

Jon has been in the private legal sector for over

25 years and specialises in Wills, Trusts, Asset

Protection and Probate..
Jon O’Brien
Heading up our client/partner liaison is Sharon

who brings a wealth of knowledge within our

sector and provides first point of contact for all

our partners with timely and accurate update

reports & commissions due.

We work in association with Countrywide Tax &
Sharon Liptrott
Trust Corporation Ltd, an established leading

force within the legal sector, who adhere to the

S.T.E.P. Will Writing Code and have recently

been recognised in the Law & Justice Edition of

the prestigious Parliamentary Review.

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