About Us

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 Financial 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.

If you would like to find out how our estate planning advisers can help you, please get in touch. Call us on 01727 223251 or complete our short enquiry form below.

Our Services

Our experienced advisers offer a comprehensive range of estate planning services, tailored to your particular requirements. Click on the images below to find out more about the services we provide.

Mark brooker

Mark is an experienced Chartered Management Accountant (CIMA) and Estate Planner who ran his own accountancy practice for 17 years, providing clients with a high quality and personable service.

Mark has combined his knowledge and vast experience from both disciplines to provide detailed advice on Estate Planning to ensure all clients protect their assets in the most tax efficient way and to also ensure that the right people inherit their wealth according to the clients wishes, whilst minimising the Inheritance Tax liability.

The two key tools used in Estate Planning, are ensuring that Wills are kept up to date and also by setting up Trusts either within or outside a Will.. Mark has extensive experience in this area and can help set up the right solution for you and your family.

Other areas in which Mark can also provide advice on are Lasting Powers of Attorney and general personal tax advice.

Outside of work, Mark enjoys spending time with family and is kept busy with his two dogs. He is also a keen golfer and cyclist.