Estate Planning Solutions

Municipal and Judicial Services
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180 reviews
Overall Rating
Customer Reviews about

Estate Planning Solutions

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Alison in Cheshire

5.00/5.00

"Very professional service"

Very professional service and Paul explained everything clearly for us to help us make the correct decisions for our needs.

08/04/2024

Kim storey

5.00/5.00

"Great service "

Great professional advice, highly recommended

01/04/2024

Kirsty Louise Weyman

2.00/5.00

"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.

23/03/2024

Mike

5.00/5.00

"Heather and the office team guided us…"

Heather and the office team guided us through the whole process. Very professional services

16/03/2024

John Chadwick

5.00/5.00

"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.

11/03/2024

Mr Stephen George Yeates

5.00/5.00

"Professional and clear to the point"

Professional and clear to the point

03/03/2024

Francisco Gonzalez Lacoste

5.00/5.00

"Good communication"

Good communication, helpful advise

03/03/2024

Lacey

5.00/5.00

"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.

26/02/2024

Mrs Karen Critchley

5.00/5.00

"Seamless process from start to finish"

Seamless process from start to finish. All our needs net.

25/02/2024

Christine Ann Honour

5.00/5.00

"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.

18/02/2024
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