About us
About Omni Lifetime Planning
Based in St. Albans, Hertfordshire, but covering the whole of the UK, we are a team of estate planning experts who can guide you through the maze of planning for you and your family..
Our aim is to take away your uncertainties and put you in control of your estate by offering you the solution that best meets your needs. It starts with understanding everything we need to know about you. During our first meeting we’ll discuss you, your needs and your situation. We’ll chat through any questions you may have and what it is you want to achieve. From there we’ll be able to give you a clear outline of the advice we can offer, the associated costs and ways of paying, so that you can make a decision about your next steps.
Why choose Omni Lifetime Planning?
We believe the way we work sets us apart. Every client is unique, so we think it’s important that every client receives professional advice with a personal approach.
We are here to support you now and in the future, things change and we want to provide the right solution and support you when you need to make changes
We have years of experience in this field and are members of The Society of Will Writers and are compliant to their code.
Our team
Meet the team
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Guy SwinnertonDirectorguy.swinnerton@omni-financial.co.uk01727 220053Save Guy’s contactScan with your phone camera to add Guy to your contacts.Director
Guy Swinnerton DipPFS
Guy is Practice Principal and Director of our sister company Omni Financial, and works closely with the Lifetime Planning team so that your estate plan and your financial plan fit together.
To contact Guy, email guy.swinnerton@omni-financial.co.uk or call 01727 220053.
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Mark BrookerFinance Directormark.brooker@omni-lifetimeplanning.co.uk01727 220053Save Mark’s contactScan with your phone camera to add Mark to your contacts.Finance Director
Mark Brooker ACMA – CGMA – STEP
Mark is Finance Director, overseeing the finances and running of the Omni businesses.
To contact Mark, email mark.brooker@omni-lifetimeplanning.co.uk or call 01727 220053.
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Carly SwinnertonAdministratorcarly.swinnerton@omni-financial.co.uk01727 220053Save Carly’s contactScan with your phone camera to add Carly to your contacts.Administrator
Carly Swinnerton
After studying Business Entrepreneurship at Northampton University, Carly became a valued member of the Omni team in 2016.
Carly plays a key support role across the business, liaising with clients to help deliver a smooth and efficient experience for every customer.
Outside of work, Carly enjoys spending her time baking and gardening.
To find out more, please contact Carly at carly.swinnerton@omni-financial.co.uk
Our sister company
Omni Financial
Omni Lifetime Planning grew out of Omni Financial, independent financial advisers in St Albans since 2005. Together we can look after your estate planning and your financial planning in one place.
Trust
Accreditations and memberships
Your first meeting is free
Talk to our estate planning team in St Albans. Call 01727 220053 or send us a message.