Estate Planning Solutions
Alison in Cheshire
"Very professional service"
Very professional service and Paul explained everything clearly for us to help us make the correct decisions for our needs.
Kim storey
"Great service "
Great professional advice, highly recommended
Kirsty Louise Weyman
"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.
Mike
"Heather and the office team guided us…"
Heather and the office team guided us through the whole process. Very professional services
John Chadwick
"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.
Mr Stephen George Yeates
"Professional and clear to the point"
Professional and clear to the point
Francisco Gonzalez Lacoste
"Good communication"
Good communication, helpful advise
Lacey
"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.
Mrs Karen Critchley
"Seamless process from start to finish"
Seamless process from start to finish. All our needs net.
Christine Ann Honour
"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.
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