All of my family cannot praise and thank Heather at Estate Planning Solutions enough!! Myself and my parents have been given help and advice when writing our wills and preparing for our future with p... Se mere
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Se, hvad kunderne siger
The gentleman who visited us at home was friendly and professional. There was no hard sell. He did his best to explain the process in easy to understand terminology. We had to ring a couple of times... Se mere
Virksomheden har svaret
Excellent, professional service. Wills an LPAs are so important to our loved ones, but like most people I thought I would do them tomorrow, when tomorrow never comes or could be too late. Aft... Se mere
Virksomheden har svaret
Phil Ogden was exceptional. Cut through the legalese and explained everything in layman’s terms. Initial zoom call, followed by 2 home visits and phone calls gave us plenty of opportunity to weigh u... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Skrevet af virksomheden
Helping You Protect and Preserve Wealth For Your Loved Ones. Estate Planning Solutions are here to help our clients and their families to maximise the inheritance for the people they love, ensuring their estate goes to the right people, at the right time, and in the right way. We provide professional, qualified estate planning services, including Wills, Will Trusts, Lifetime Trusts and Lasting Power of Attorney. Our priority is to deliver a personal, reassuring and reliable experience, leaving you safe in the knowledge those you care for have everything they need once you’re gone. We help create ultimate peace of mind and aim to make life as easy as possible for you and your family.
Kontaktoplysninger
Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, Storbritannien
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
4,8
Fremragende
384 anmeldelser
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Having a named person who responds…
Having a named person who responds promptly and keeps you updated is refreshing in the age of chat bots. Professional and friendly service.
12. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us your feedback and for awarding us 5 stars. We are happy to hear you found our service both professional and friendly and we thank you for the opportunity to assist with your estate planning.
They look care of all my concerns at a…
They look care of all my concerns at a very difficult time for me, they made the process very easy and were only a phone call away for any of my concerns.
12. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for giving us 5 stars for your review. We are pleased to hear you found our service agreeable and the whole process was made easy for you. Thank you for choosing Estate Planning Solutions.
Overall very satisfied
Overall very satisfied. Recent cover letter has referred to a recently dated document rather than the actual document enclosed. Not got round to speaking to you about this so perhaps when reading this review you'll look into it.
22. december 2023
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback, we are pleased that you were satisfied with the service provided. A member of our processing team will look into your query for you and advise via email. Thank you for choosing Estate planning Solutions.
Nadine's advice
Nadine explained everything in detail so we knew exactly what we were doing,.
15. december 2023
Besvarelse fra Estate Planning Solutions
Thank you for your 5 star review, we appreciate you taking the time to leave us your feedback. We are glad you found the service provided by our consultant Nadine to your liking, it was our pleasure to assist you.
A good service
A good service. Martin was excellent in explaining in detail. I will definitely recommend your company.
15. december 2023
Besvarelse fra Estate Planning Solutions
Thank you for leaving us your feedback and a 5 star review. We are pleased you found the service our consultant Martin provided to your liking. Thank you for choosing Estate Planning Solutions.
Efficient service
8. december 2023
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for awarding us 5 stars. We are glad you found our service efficient and it was our pleasure to assist you with your estate planning.
Couldn't Ask For A Better Service
Paul made the entire process of will and estate planning an absolute breeze for us. His guidance and explanations were comprehensive, ensuring we grasped every aspect without feeling overwhelmed. He went above and beyond, even scheduling evening appointments to accommodate our work schedules. Thanks to Paul, we now have complete confidence that our children's inheritance is secure. I wouldn't hesitate to refer Paul to all my friends and family—he truly made a significant difference. Thank you immensely for your exceptional service.
12. december 2023
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for leaving us such fantastic feedback, Paul will be over the moon with your comments. We are glad you feel that you now have everything in place and that you found our service so agreeable, it was our pleasure to assist you with your estate planning. Please do not hesitate to contact us if you require any further assistance in the future.
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback, we appreciate your comments. It was our pleasure to assist you with your estate planning.
100% Recommended
Paul was great with us from the start, guiding us through the process to make it easy to understand with no pressure. Everything was followed up through emails with time to go through in our own time. We would definitely recommend
21. november 2023
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review and your lovely feedback. It was our pleasure to assist you with your estate planning and we are happy you found the process so agreeable.
My children’s future is sorted
Today me and my two children had a meeting with Paul, he made the whole process easy to understand any question that was asked was answered so everyone could understand. I finally feel my children’s future is sorted when I finally go (which I hope is a long time off). At least now I have peace of mind. All documents are safely kept too.
25. november 2023
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review and taking the time to give us your feedback. We are pleased to hear you have found peace of mind through our service and the process was easy to understand. Thank you for choosing Estate Planning Solutions.
Great service, friendly and professional
We were very impressed with the friendly professional service given by Mr P Ogden who was very thorough and explained everything carefully and considerately. The written information we received was clear and concise and the whole process was seamless.
19. oktober 2023
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback and a 5 star review. We are pleased to hear you found our consultant Phil Ogden both friendly and professional and you found our service to your liking. Thank you for choosing Estate Planning Solutions.
Kindness competence & efficiency
26. oktober 2023
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you taking the time to leave us your feedback and it was our pleasure to assist you with your estate planning. Thank you for choosing Estate Planning Solutions.
For inheritance planning look no further than Estate Planning Solutions
I have used EPS for over 5 years to organize my inheritance planning. They provide a comprehensive service for future inheritance planning that includes experienced advisers, storage solutions for essential documents and administrative processes that makes it easy for clients to put things in place. I recently updated my Will. I received sound advice to make adjustments taking into account my current circumstances. Without the expert advise from Martin Cotton I would not have considered these changes myself and disadvantaged my family. Once the details had been agreed everything was completed digitally and communicated via email. I have referred many of my friends and family and would highly recommend this company.
13. oktober 2023
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are honored that you found our service so invaluable and we have been able to assist you on more than one occasion. It means a lot to us to receive such fantastic comments from a satisfied client. Thank you for choosing Estate Planning Solutions.
Good all round service.
13. oktober 2023
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are pleased to hear you found the service from Estate Planning Solutions to be good and we thank you for your business.
Phil Ogden was very helpful!
Phil Ogden was very helpful as I wanted to set up a Discretionary Trust and do POA’s.
13. oktober 2023
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased that we were able to help you with your estate planning and that you found our consultant Phil Ogden so helpful. We appreciate you taking the time to leave us your feedback.
Phil Ogden was very professional and…
Phil Ogden was very professional and friendly explaining everything in a manner which was easy to understand. He guided me through reviewing the things my husband and I had put in place with him a few ago and advised on changes that I could make as my husband has recently passed away. He made the whole process seamless.
3. oktober 2023
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for your feedback and for leaving us a 5 star review. Phil will be extremely pleased to hear your wonderful comments and we are happy to hear you found him so helpful. Thank you for choosing Estate Planning Solutions.
Fantastic from start to finish
Fantastic from start to finish. Everything explained really well. We had Wills and both Powers of Attorney done. We had a lovely lady called Pippa sort ours. She was fabulous. We have recommended her to everyone we know. Very affordable too. Brilliant service.
22. september 2023
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to give us your feedback. Pippa will be very happy that you found her service efficient, friendly and professional, it was our pleasure to assist you.
Praise for Estate Planning Solutions.
Estate Planning Solutions have done a great job updating my will. Professional and thorough, they kept me informed at all times. I have nothing but praise for how they managed the process efficiently and speedily.
7. september 2023
Besvarelse fra Estate Planning Solutions
Thank you for your wonderful feedback and for awarding us 5 stars. We are so pleased that you found our service efficient and professional. We thank you for choosing Estate Planning Solutions, it was our pleasure to assist you.
A very efficient professional experience
7. september 2023
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to give us your feedback. We are very happy that you found our service efficient, friendly and professional, it was our pleasure to assist you.
Agent came to our home she was…
Agent came to our home she was efficient friendly and engaging.
31. august 2023
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback we appreciate you awarding us 5 stars. We are pleased that you found our consultant to be both efficient and engaging. Thank you for choosing Estate Planning Solutions.
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