Vanmark Estate Planning
Meet The Team
Jonathan Treliving
Senior Financial Adviser
“Planning for the future isn’t just about finances—it’s about peace of mind.
Making decisions around wills, powers of attorney, and estate planning can feel daunting, but you don’t have to navigate it alone. I’m here to guide you through the process with clarity and compassion, so you can be confident that your wishes will be respected and your loved ones protected.
Through my experience in estate planning I’ve helped individuals and families plan for life’s key moments—not just the expected ones, but the unexpected too. Whether it’s drafting a will, setting up Lasting Powers of Attorney, or making sure your estate is passed on tax-efficiently, my approach is personal, practical, and built around what matters most to you.
This isn’t just about making sure the paperwork is in order, it’s about giving you and your family stability, certainty, and control when it matters most.”
Jennifer Casey
Group Operations Manager
With over 15 years of experience in office management, Jennifer thrives on creating efficient, organised environments to support both the team and our clients.
Jennifers passion lies in streamlining operations, ensuring smooth communication, and pulling everything together to make daily tasks run like clockwork. Jennifer is a reliable point of contact, fostering strong relationships with team members and clients alike.
Contact
Explore our website or call us on 01752 425377 in the Southwest and Oxfordshire on 01865 959099 . All our initial consultations are free as we are confident you will be impressed by our reasonable fees for a high-quality service.
