Pippa is a star: Excellent at conveying the relevant information with clarity and honesty. Sensitive to all sorts of issues that emerge during the consultation and went above and beyond with respect... Ver mais
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Phil was always reliable and on time to each appointment we made. He went through all information in great detail and always made sure we knew and understood.
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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... Ver mais
A empresa respondeu
This was something that my husband and I knew we had to do but kept putting off due to the complex nature of our situation. However, Phil Ogden broke things down into manageable chunks and guided us t... Ver mais
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Informações sobre a empresa
Escrito pela empresa
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.
Informações de contacto
Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, Reino Unido
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
Very professional and friendly service
Very professional and friendly service.
Heather was very kind and thoughtful.
Heather went above and beyond to help and advise.
2 de julho de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us your 5 star review. We are pleased you found our service to be both friendly and professional and your consultant Heather was able to help you so effectively. Thank you for choosing Estate Planning Solutions.
Paul was very informative
Paul was very informative, and have every confidence in him , Thanks for all your help
2 de julho de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us your 5 star review. We are pleased that our consultant Paul Dodsworth was able to answer all your questions. Thank you for choosing Estate Planning Solutions.
Excellent service from Heather Higgins…
Excellent service from Heather Higgins at estate planning solutions. Heather has dealt with my family estate for several years. Heather is an expert in her field and is always available to make sure our planning is fit for purpose and protected and relevant to our circumstances for example I had a will in place , and I have just got married and heather made me aware that my current will would be void, so we needed to update our planning. Heather is always kind, has a-lot patience, very professional, friendly and always on the end of the telephone when we need her. I would always highly recommended heather at estate planning solutions to family , friends , clients to protected there estate and assets. Thank you so much heather !
2 de julho de 2025
Opinião espontânea
Resposta da Estate Planning Solutions
Thank you for leaving us your feedback and awarding us 5 stars. We are extremely pleased to hear such fantastic comments and our consultant Heather Higgins will be delighted that she was able to help you so effectively. Thank you for choosing Estate Planning Solutions.
Helpful
They were very helpful sorting my will out , checked all the details , sent a copy out before the original , for me to check , very easy to talk to
Would recommend them
25 de junho de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is much appreciated and we are so pleased to hear you would recommend our services. Thank you for choosing Estate Planning Solutions.
Resposta da Estate Planning Solutions
Thank you for leaving us your feedback and awarding us 5 stars. Happy to hear you found our service great, thank you for choosing Estate Planning Solutions.
Thank you Heather
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 power of attorney and trusts. Heather explains everything making you feel at ease, she doesn’t pressure or rush you with any decisions.
Thank you Heather!!!
21 de junho de 2025
Opinião espontânea
Resposta da Estate Planning Solutions
Thank you for leaving us your fantastic feedback and for awarding us 5 stars. We are so pleased our consultant Heather Higgins was able to help you so effectively, she will be over the moon with your comments. Thank you for choosing Estate Planning Solutions.
Resposta da Estate Planning Solutions
Thank you for leaving us your feedback and awarding us 5 stars. We are so pleased you found our service beneficial and you found our advice to be spot on. Thank you for choosing Estate Planning Solutions.
Heather was very knowledgeable and…
Heather was very knowledgeable and helped us brilliantly with our will and power of attorney. She explained everything thoroughly
16 de junho de 2025
Opinião espontânea
Resposta da Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased that our consultant Heather Higgins was able to help you with your Will and Lasting Power of Attorney. Thank you for choosing Estate Planning Solutions.
I was assisted by Phil
I was assisted by Phil, and he was quite professional and very helpful. Thank you.
4 de junho de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us your feedback and awarding us 5 stars. We are pleased you found our consultant Phil Ogden professional and helpful. Thank you for choosing Estate Planning Solutions.
Advice was excellent to the last detail…
Advice was excellent to the last detail very approachable
22 de maio de 2025
Resposta da Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for awarding us 5 stars. We are pleased you found our advice excellent and we were able to assist you. Thank you for choosing Estate Planning Solutions.
Excellent professional service from Paul
Excellent professional service from start to finish.
22 de maio de 2025
Resposta da Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for awarding us 5 stars. We are pleased you found our service to your liking. Thank you for choosing Estate Planning Solutions.
Great to deal with
Glad I found this company made the process straightforward and easy to follow. Would highly recommended.
28 de março de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us a 5 star review. We are so pleased we were able to help you and you found our process straightforward. Thank you for choosing Estate Planning Solutions.
Great service
You provided an efficient but personalised service meeting our needs. Effectively communicating all the information we wanted in a way we understood
14 de maio de 2025
Resposta da Estate Planning Solutions
Thank you for awarding us 5 stars and for taking the time to leave us your feedback. We are happy to hear that you found our service both efficient and personal and all your needs were met. Thank you for choosing Estate Planning Solutions.
Great advice and help in making a…
Great advice and help in making a complex family problem easy to reach an entirely `understandable solution. Precise and effective at every stage. Well done and very satisfied.
7 de maio de 2025
Resposta da Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for awarding us 5 stars. We are pleased that we were able to help you reach a solution to your family problem, it was our pleasure to assist you. Thank you for choosing Estate Planning Solutions.
We found everything very helpful
We found everything very helpful. Our questions were answered promptly and Martin Cotton guided us through the process very well.
30 de abril de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is most welcome and we are pleased that you found us helpful and we could answer all your questions. Thank you for choosing Estate Planning Solutions.
Face to face appointment instead of…
Face to face appointment instead of virtual.
Friendly and knowledgeable agent.
23 de abril de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate your feedback and thank you for choosing Estate Planning Solutions.
Super efficient and friendly service
I was able to have an appointment via a teams call which was really convenient. They kept me up to date with the progress and turned my new will round really quickly. A super efficient and friendly service.
30 de abril de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us your feedback and a 5 star rating. We are pleased you found our service efficient and friendly, it was our pleasure to assist you. Thank you for choosing Estate Planning Solutions.
Estate Planning Solutions
Paul was excellent. Friendly ,professional and made the whole process easy to follow and understand.
Would high recommend.
16 de abril de 2025
Resposta da Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased you found the whole process easy to follow and understand, it was our pleasure to assist you with your estate planning.
The consultant was on time
The consultant was on time, very helpful and polite. He was aware of my deafness and made every effort to make sure I understood and was very knowledgeable .
16 de abril de 2025
Opinião espontânea
Resposta da Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are pleased you found our consultant Phil Ogden to be very helpful and polite and he was able to help you successfully. Thank you for choosing Estate Planning Solutions.
Excellent Service from first contact to receipt of doc
Had my Estate Planning Reviewed and very satisfied with the attention, advice and professionalism of the Consultant Nadine. Explained in a patient and easy to follow manner. The final documents were quickly turned around, making sure some important changes were effective in a timely manner. Kept up to date by admin staff, no negatives and would recommend with confidence to my own family and friends. Thank you
8 de abril de 2025
Opinião espontânea
Resposta da Estate Planning Solutions
Thank you for providing us with your feedback and giving us a rating of 5 stars. We are so pleased that our consultant Nadine Abrahams was able to help you so efficiently, she will be over the moon with your comments. Thank you for choosing Estate Planning Solutions.
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