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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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
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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
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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
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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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Fantastic personal and professional service
We had a personal recommendation from a friend who had used the services of Paul Dodsworth. From the very first contact Paul was professional, friendly and took time to explain all the options we had in plain English and with no pushy sales waffle. Paul came to us at our convenience and we found the whole experience from start to finish excellent and would highly recommend. Getting organised about such matters is often something you put off - too hard, too complicated etc. but having someone walk you through it meant we finally got it sorted!
16. april 2024
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for leaving us such a glowing review, Paul will be over the moon to hear your comments. We strive to provide the best possible service to all of our clients and it is nice to hear when we have successfully achieved a clients desired result. Thank you for choosing Estate Planning Solutions it was our pleasure to assist you.
Very professional service
Very professional service and Paul explained everything clearly for us to help us make the correct decisions for our needs.
8. april 2024
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us a 5 star review. We are pleased that our consultant Paul was able to assist you in making the right decisions for your circumstances. Thank you for choosing Estate Planning Solutions.
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you leaving us your comments and glad you found our service professional it was our pleasure to assist you with your estate planning.
Fell at the first hurdle
Fell at the first hurdle, thought someone would call me to explain a little about a power of attorney before setting up a call with my parents who require PoA for, but never received this call. When I asked why this was the case, I was advised the call was just to set up an appointment with my parents, that if I wanted information in the meantime, I should on the government website. This company seems to lack foresight in its customers needs. I say this because i advised them that my father may lack capacity, and may be confused about the appointment, but to mitigate against this i could talk to him first.My question is, why would you tell customers to look on the government website for information about PoA when that's why they have come to you. I feel like you have really missed the point here. What ashame, just relieved I didn't instruct you to deal with this matter.
22. marts 2024
Uopfordret anmeldelse
Heather and the office team guided us…
Heather and the office team guided us through the whole process. Very professional services
7. marts 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review and for choosing Estate Planning Solutions. We are so pleased you found our service to be professional and we were able to guide you through the whole process.
Estate Planning Trust Package
Friendly, knowledgeable personnel with excellent supporting documentation. The “Trust Package” purchased was delivered in the manner described well within the time period stated.
1. marts 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback, we are pleased to hear you found us friendly, knowledgeable and professional. It was our pleasure to assist you with your estate planning.
Professional and clear to the point
1. marts 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is much appreciated and we are glad you found our service professional and clear. Thank you for choosing Estate Planning Solutions.
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are happy to hear you felt our communication was good and our advice helpful. Thank you for choosing Estate Planning Solutions.
I have no regrets using Estate Planning…
I have no regrets using Estate Planning Solutions. I appreciated the assistance of my Senior Consultant, Mr Phil Ogden, who from our initial appointment to signing off, was professional, informative, and a delight to work with. I fully trusted my personal matters in his hands.
16. februar 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are so pleased that you found our service to your liking. We will pass your comments on to our consultant Phil who will be pleased with your glowing review. Thank you for choosing Estate Planning Solutions.
Seamless process from start to finish
Seamless process from start to finish. All our needs net.
16. februar 2024
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 pleased to hear your needs were met and you enjoyed a seamless journey with us. Thank you for choosing Estate Planning Solutions.
They made it very easy and explained…
They made it very easy and explained everything I would always recommend them. They are always there for you.
16. februar 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback it is much appreciated. We are pleased you found our service to your liking and found everything was explained clearly and made easy for you. Thank you for choosing Estate Planning Solutions.
Very helpful and met my needs
16. februar 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. We are happy to hear you found our service helpful and we were able to fulfill your requirements.
Be confident in a professionally and correctly written will.
Professional approach at all times. Plenty of time and information given to us throughout the process. We were kept informed of progress at all stages. We now feel confident our wills are truly set out to achieve all our wishes.
12. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. We are so pleased you found our service to be professional and the solution to your needs. Thank you for choosing Estate Planning Solutions.
Amazing service from Heather at Estate…
Amazing service from Heather at Estate Planning Solutions. We cannot thank Heather enough for all her help, support and guidance. Nothing is too much trouble for Heather. She is such a warm & caring person, she really does make you feel so relaxed and comfortable when my parents were organising there Wills & Power of attorney, the whole process was completely stress free due to help and support Heather provides.
Heather is so dedicated and provides such an incredible service. We are so grateful our friend recommended Heather to us. We will always be truly grateful for all her help and support.
9. februar 2024
Uopfordret anmeldelse
Besvarelse fra Estate Planning Solutions
Thank you for your fantastic 5 star review. We couldn't be more pleased to hear how good you found our consultant Heather and the service she provided. Thank you for choosing Estate Planning Solutions.
Very professional
9. februar 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback and a 5 star review. We are pleased you found our service to be professional and it was our pleasure to assist you.
Review of Will held by EPS
Review of will held by eps. Reminder that due to be reviewed. And plenty of support to make tweaks and explain options.
1. februar 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is much appreciated and helps us to continue to support our clients in the best way possible.
My experince with Estate Planning…
My experince with Estate Planning Solutions has been excellent. I have writen other wills and this time things were explained clearly and the language was easy to understand.
I would highly recommend,
Phyl
26. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review and for your glowing feedback. We are happy to hear you found your experience with our company to be excellent and everything was explained clearly to you. Thank you for choosing Estate Planning Solutions.
Excellent
Excellent advice and explanations given by Martin Cotton in a way that we could understand. Very efficient service from the team in the office
12. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are pleased to hear you found our consultant Martin gave clear advice and our office team was efficient in dealing with your case. Thank you for choosing Estate Planning Solutions.
Really helpful in explaining what was the best plan for me and my family at a very emotional time.
Really helpful in explaining what was best for setting out my wishes for my will, great contact with all of the advisors both office and personal advisor, couldn't have been better. Also kept me totally up to date on procedure. Would Highly Recommend ESP.
26. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for awarding us 5 stars. We are so pleased you found our service to your liking and all of our advisors helped to keep you up to date on the progress with your case. Thank you for choosing Estate Planning Solutions.
Good advice set out and explained…
Good advice set out and explained clearly and good communication throughout.
26. januar 2024
Besvarelse fra Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is important to us and we are pleased you were happy with the service provided.
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