Pivotal Legacy Planning Opiniões 

160
•
TrustScore: 5 em 5

4,9

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Classificada 5 em 5 estrelas

We've been meaning to update our wills for decades and our son recommended Paul Hunt to assist us in the task. Ours needs proved relatively simple as no Will Trusts were required but Paul still took... Ver mais

Classificada 5 em 5 estrelas

We had an excellent experience with Pivotal Legacy Planning. From our initial contact through to completing our wills, the whole process was professional and straightforward. Shane very explain... Ver mais

Classificada 5 em 5 estrelas

Paul Hunt , Legacy Planning Consultant,from Pivotal Legacy Planning ,Colchester was extremely professional and friendly and put us at ease. Explained everything in layman’s terms and was happy to a... Ver mais

Classificada 5 em 5 estrelas

Paul explained the process clearly, answered any questions we had swiftly, and made what felt daunting before we began actually quite simple. He has a friendly yet professional manner. He explaine... Ver mais

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Informações sobre a empresa

  1. Serviços jurídicos

Escrito pela empresa

At Pivotal Legacy Planning, we specialise in providing tailored, professional will writing service with a personal touch. We understand that discussing your future and the legacy you leave behind can be a sensitive topic, which is why we prioritise a friendly, approachable service that puts your peace of mind first. Our team of professionals is dedicated to helping individuals and families secure their assets and protect their loved ones with well-crafted, legally sound wills. Whether you're looking to draft a new will, update an existing one, we guide you through the process with clarity, compassion, and expert advice. With a focus on simplicity and understanding, we ensure that all of our clients receive a bespoke service that meets their unique needs, helping them plan for the future with confidence and ease. At Pivotal Legacy Planning, your legacy is our priority.


Informações de contacto

4,9

Excelente

TrustScore: 5 em 5

160 opiniões

5 estrelas
4 estrelas
3 estrelas
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1 estrela

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4,9

Todas as opiniões

(160)

74 opiniões nos últimos 12 meses

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Classificada 5 em 5 estrelas

Paul made our will writing experience…

Paul made our will writing experience very simple and easy, explaining everything we needed to know and assisting us in this process. Have recommended service to our friends. Glad for peace of mind that things are in order and equipped with a greater understanding on everything this entails

29 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Zoe, Great to hear that you were pleased with our service and happy to recommend PLP to your friends. Thank you. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Paul made the whole experience really straightforward and offered good advice!

Paul was exceptional in delivering a positive service and made the process of setting up our will as simple and easy as possible. He offered brilliant advice in other areas, that related to our existing insurance policies and, referred us to the relevant people to help us get the best out of our policy.
Paul was friendly and made myself and my husband feel very comfortable discussing our wishes. Thank you!

7 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Sarah, Thanks for taking the time to leave feedback. We've shared your feedback with Paul and the team. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Paul made a daunting task easy and friendly…

Paul was amazing at guiding us through making our Wills by putting us at ease and explaining everything in a way that didnt overwhelm us but left us in control still. We had been putting off doing our wills for a while as found the idea very daunting but Paul's personalised approach to our meetings made the whole experience so
easy. Lovely touches like remembering our Football team from previous conversations and picking up on social queues of moments that where difficult for us to do put us at ease. We never felt pressured in the first consultation to go ahead with our Wills and felt like our concerns and questions where really listened to and answered. Brilliant experience.

16 de novembro de 2024
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Resposta da Pivotal Legacy Planning

Hi Mrs T, Thanks for you taking the time to leave this glowing review of Paul and PLP. I have shared the feedback with our senior management team and the wider group. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Paul made completing our will very…

Paul made completing our will very simple and stress free. He made the whole process less daunting and very straightforward explaining every step and I am happy that everything is in place and my mind is at rest.

25 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Rebecca, I am pleased you have been happy with the service and feel assured that your will is now complete. Thanks for taking the time to leave feedback. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Pivotal - Wills made easy

Paul at Pivotal made the whole process of creating our wills very straightforward. He throughly explained the roles of those named in the will and listened to our wishes at all stages. It was completed through 2 very simple Zoom calls.

17 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Chris, Thank you for taking the time to leave feedback, it really is appreciated. I have passed on your feedback to Paul and the team. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Will service

Great service, great information

17 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Abi, thanks for taking the time to leave feedback. Ryan

Classificada 5 em 5 estrelas

Writing a Will was always something my…

Writing a Will was always something my husband and I kept putting off. That was until we spoke to Paul at Pivotal. He was very friendly, professional, knowledgable and made the whole process so straightforward and comfortable that we ended up wondering why we had left it so long!

2 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Sharon, thanks for taking the time to leave feedback. I've shared this with Paul and the team. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Wills

Me and my husband have been putting of making wills for years.
Ryan made the process simple with a great explanation how it all works.
Easy and simple. Highly recommended.

16 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Petra, thanks for taking the time to leave feedback. It was a pleasure helping you arrange your wills. Regards Ryan - Manager

Classificada 5 em 5 estrelas

first class service

Paul was great, he was extremely professional and patient in answering all our questions during the process, we had 2 zoom calls with a short gap in between so that we could read the information at our leisure and did not make us feel obliged to accept the service. It was a thoroughly worthwhile time spent putting in place our joint will, this gives us peace of mind which is important.

7 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Pedro, thanks for taking the time to leave feedback. I've shared your feedback with Paul and the team. Regards Ryan - Manager

Classificada 5 em 5 estrelas

We have been meaning to do our Wills…

We have been meaning to do our Wills for many years, Ryan made the process of our Mirror Wills so easy and explained each step with us. He also takes the time to speak to our Executors to explain their role and ask if they have any questions

Will 100% recommend Pivotal Legacy Planning to friends and family

6 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Jenny, It was a pleasure helping you with your wills. Thank you for taking the time to leave feedback. Ryan - Manager

Classificada 5 em 5 estrelas

Paul was great to deal with

Paul was great to deal with, explained everything and made the process very easy.

6 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Matthew, thank you for taking the time to leave feedback. We really do appreciate it. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Brilliant!

I have been meaning to get my will done for so long but kept putting it off, however Ryan made the process so easy, took his time to work with me and around my schedule to get this done correctly. I’m so pleased and would recommend them to everyone!

3 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Sara, thank you for taking the time to leave feedback. It's been a pleasure looking after you and I am glad we could help. Regards Ryan - Manager

Classificada 5 em 5 estrelas

Excellent helpful service

We had an excellent experience writing our mirror will with Paul. We didn't really know where to start but he talked us through the whole process. We would highly recommend and use again. Thank you!

2 de janeiro de 2025
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Resposta da Pivotal Legacy Planning

Hi Steph & Matt, Thank you for taking your time to leave feedback and your kind words. We are glad we could help. Regards Ryan - Manager

Classificada 5 em 5 estrelas

5 Star Service

I have been meaning to write a Will for years and felt overwhelmed by the complexities, of what I thought the process would be. Ryan explained everything very clearly and I now have the confidence and understanding to be able to move forward. Thank you for the excellent and smooth service which has enabled me to finally organise my Will. I would highly recommend Pivotal Legal Planning to anyone that finds themselves in a similar position. 5 star service!!

12 de novembro de 2024
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Resposta da Pivotal Legacy Planning

Hi Nina, It was a pleasure looking after you and i'm pleased we have been able to help you. Regards Ryan

Classificada 5 em 5 estrelas

Great Experience

Great Experience,

Ryan is outstanding. Made the process easy and straight forward to understand too. Thank you so much for making a potential daunting process very stress free.

13 de novembro de 2024
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Resposta da Pivotal Legacy Planning

Hi Sarah, thanks for taking the time to leave us a review. It is greatly appreciated. Regards Ryan

Classificada 5 em 5 estrelas

Great experience from start to finish

I had the pleasure of speaking with Ryan who gave me all the information I needed and asked for, he explained in detail answers to the questions I had and genuinely seemed passionate about what he does. At the end of the process I received a very professional looking will that I’ve chosen to put into storage to keep safe! Thank you Ryan!

18 de novembro de 2024
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Resposta da Pivotal Legacy Planning

Hi Thomas, it was a pleasure helping you. Thank you for taking the time to leave feedback

Classificada 5 em 5 estrelas

Outstanding Service

I had the pleasure of completing my Will with Ryan & Paul, explained everything clearly and gently guided me towards the best option for me and my family. I highly recommend their services.

4 de novembro de 2024
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Resposta da Pivotal Legacy Planning

Hi Matt, thanks for the taking the time to leave us your feedback and I am pleased you were happy with the service.

Classificada 5 em 5 estrelas

Ryan’s knowledge is unmatched

Ryan’s knowledge is unmatched, and he really helped me out with organising my Will. Also spoke with Sam who helped me with tailored protection policies to meet my needs. Have recommended to all my family & friends. Thanks guys!

14 de novembro de 2024
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Resposta da Pivotal Legacy Planning

Hi Lauren, It was great helping you arrange your will. Thank you for taking the time to leave feedback. It is really appreciated. Ryan O'Kane - Manager

Classificada 5 em 5 estrelas

Completed my Will with Ryan and Paul…

Completed my Will with Ryan and Paul and they made the whole process incredibly easy and stress free. Explained everything in full and the process was friendly and professional.

25 de outubro de 2024
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Resposta da Pivotal Legacy Planning

Hi Richard, It was great helping you arrange your will. Thank you for taking the time to leave feedback. It is really appreciated. Ryan O'Kane - Manager

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