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BLOODLINE
PLANNING

Bloodline Planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands!

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Wills

Well, surely everyone wants to decide for themselves who benefits from all they’ve worked for, and who will take care of their children should they be aged 18 or under when they die?

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LONG TERM CARE

Most of us work very hard over the years to buy our own homes and build up our savings for our retirement and would like to leave a “little something” for our children and grandchildren after we are gone.

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Wills
Wills
Bloodline<br>Planning
Bloodline
Planning
LPA's
LPA's
Long Term Care
Long Term Care
Business<br>Succession
Business
Succession
Start Your Will
Start Your Will

We Make it Personal

We feel justly proud of our Estate Planning 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. The rest of the Team who all have a variety of experience in these areas enable us to help and assist our clients, no matter what their situation.

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News Feed

Why a basic Will exposes you to risks!

The majority of people have only basic Wills in place, with assets being passed absolutely...

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Dealing with online accounts after death

The average person has 100 passwords, which is tough enough to remember whilst we're alive,...

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Fact - Parents of young children need a Will

A Will can offer you the peace of mind in knowing that your children will...

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What our clients say

This was our first time setting up Wills and LPAs together and to say we had a few questions would be an understatement! Jon was incredibly patient, personable and professional throughout and went above and beyond to make sure that we were appropriately covered and 100% happy before sending our final documents through for signing. We originally went into the first call thinking we knew exactly what we wanted but he gently questioned our rationale then left us alone to think about a few things. Only once we were ready did he set up a follow up call to progress. In the end we were so glad that he challenged us and are now very happy with our final documents. We really can't recommend Jon highly enough and have already passed his details onto several people... Thank you Jon!
Amanda Wright Client
5 Star Rating We received a thoroughly professional and personal service from Jon. We would not hesitate in recommending him.
Joanne Schiazza Client
 Many thanks go to Jon and his team at Finance North for all his guidance in recently preparing our Wills and Lasting Power of Attorney. We had been looking to update or Wills and had been considering completing our Lasting Powers of Attorney for quite some time. Jon came recommended to us which is always the best way we find. Jon discussed with us what we were looking for in relation to our circumstances in clear & concise terms so that we felt that we were really making an informed decision as to what we needed. We felt under no pressure or obligation to "do business" with Finance North, but we are so glad we did. Our Wills were finalised quickly, and our completed LPAs were returned to us sooner than we were expecting. Having seen relatives go through turmoil due to not having adequately sorted their affairs, knowing that we have these documents in place has given us such peace of mind.
A. Bush Client
Fast and efficient service with clear, concise explanations and answered all questions honestly. Very good service.
J. Thain Client
5 Star Service
I have found Jon to be very approachable, knowledgeable and extremely good at understanding my requirements. We have had a number of exploratory conversations, all of which were before any commitment to use your services, which I found very reassuring. I am delighted at the cost of the service and the outcome which addressed all my concerns from the outset. I would and already have recommended Jon to a number of my contacts whom I am sure will contact him in due course.
Regards A. Beard FCMA CGMA
A. Beard FCMA CGMA Client

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