Finance North Estate Planning Services

Very welcoming, friendly staff. Efficient service, with all queries answered promptly. Full explanation and relevant advice provided, which made the whole process very easy.
Sep 18th, 2022

Excellent service received making the whole process very straightforward for my husband and I to create our wills. A job wed been putting off for a little while was actually very easy and simple! Great upfront and transparent service
Aug 21st, 2022

Positive: Professionalism
Mar 8th, 2022

Excellent professional and friendly service received from Jon and his team. Jon explained the process in an easy to understand way and kept us informed each step of the way.
Dec 3rd, 2021

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!
Jul 14th, 2022