Assurance Financial Solutions Avis 

617
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

The processes was very structured with the calls and emails happening as described. Jonathan was very helpful and responsive to any follow up questions post the sessions or filling in the forms. It ta... Voir plus

Noté 5 sur 5 étoiles

JONATHAN WAS BRILLIANT. EXPLAINED EVERYTHING TO ME IN DETAIL AND WAS VERY FREINDLY YET PROFESSIONAL. MADE MY WILL MAKING EXPERIENCE SO EASY AND STRESS FREE

Noté 5 sur 5 étoiles

Purchased Mirror wills via Groupon. From start to finish, the service has been straightforward and professional. Jonathan P was excellent. Telephone consultation was stress free with everything explai... Voir plus

Noté 5 sur 5 étoiles

We booked a telephone consultation with Emma Williams. She was very good at making things clear, putting us at ease and exploring options with her well informed advice. Follow up has been excellent as... Voir plus

À propos de l'entreprise

  1. Argent & assurance

Informations provenant de diverses sources externes

We are a leading provider of professional services, including Financial Services, Will Writing, and Estate Planning. Delivering integrated solutions to our clients’ issues.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

617 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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4,9

Tous les avis

(617)

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Noté 5 sur 5 étoiles

Excellent service

Found the service to be friendly, sincere and professional throughout. Everything was explained, reviewed and double checked before my wishes were finalised.
Costs can escalate, but found my advisor very helpful in keeping this in check.

12 novembre 2021
Noté 5 sur 5 étoiles

Thank you Lee Follett- Smith

From the first phone call with Lee I found the whole process very well explained, he suggested the best way to set up my will with plenty of information sent via email to help me understand the ins and outs.
I can now rest easy knowing both my children wont have to deal with any issues in the future.

26 octobre 2021
Avis spontané
Noté 5 sur 5 étoiles

Making a will

Roger was professional, very thorough in his explanations, I was able to make an informed choice
Thank you so much

15 octobre 2021
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Réponse de Assurance Financial Solutions

Thank you for your kind review Jane. We will make sure your kind comments are passed onto Roger

Noté 5 sur 5 étoiles

Will writing

I bought a Groupon voucher for Will writing service provided by Assurance Financial Solutions.
I have received a professional and informative advice from my consultant during the several telephone appointments, which had preceded the actual will writing. My questions has been answered thoroughly, clearly and politely.
Now I expect a draft of the will from the legal team.
Based on my experience until now, I recommend the service provided by Assurance Financial Solutions.

13 octobre 2021
Avis spontané
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Réponse de Assurance Financial Solutions

Thank you for taking the time to leave us a review. We are pleased you would recommend our services to others.

Noté 5 sur 5 étoiles

Excellent service

Great service. Very professional and clear, succinct explanation of all steps involved. Kept in touch throughout. Would recommend unreservedly.

2 octobre 2021
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Réponse de Assurance Financial Solutions

Dear Lillian thank you for your 5 star review

Noté 5 sur 5 étoiles

single will

May I take this opportunity to thank everyone at your company for your help especially as I struggled to understand the legal jargon/wording (I am pretty stupid) and am most grateful for your manner and understanding throughout.I have passed your company name onto friends and told them how helpful and aware you all are in what is an awkward scenario.

28 septembre 2021
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Réponse de Assurance Financial Solutions

The terminology we need to use in the Wills can be confusing, so we are pleased we could help you understand the legal jargon

Noté 5 sur 5 étoiles

They are all very professional and…

They are all very professional and knowledgeable on their work. They will give an advice on how to make wills and trusts all through out… I would definitely recommend them….

28 septembre 2021
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Réponse de Assurance Financial Solutions

Thank you for your review and recommendation

Noté 2 sur 5 étoiles

Use with caution

We used assurance financial solutions through a groupon offer. The voucher price covers you for a very basic will writing service which you’re not likely to use if you want to ensure your loved ones are proper taken care of in the future. There are additional costs for setting up Trusts which you are strongly advised to do, you will try to be sold life insurance even if you already have it and you will also have to pay a monthly direct debit to enable you to manage your will and amend in future. We are not familiar with legal jargon and the written wills are not at all easy to understand, it’s quite daunting being sent documents about your house and personal property to sign which become legally binding when you’re not entirely sure what you’re signing. You are pushed and chased throughout the process. Overall I’d say if you have a general knowledge of the process and what you want it’s probably a simple way to get it done but if this is all new to you then find a service who can walk you through it a bit more and are not trying to scare monger you in to buying additional products and services.

25 septembre 2021
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Réponse de Assurance Financial Solutions

Dear Amy

Thank you for taking the time to leave a review. We are disappointed that our service did not meet your expectations.

Our specialised advisers would always make recommendations based on a holistic review of each client's circumstances and objectives for writing a Will. In some circumstances, the standard Will, covered by the voucher, may not be the best approach to ensure your loved ones are best provided for. However, it would always be our client's decision to act on those recommendations.

Regarding the wording of the Wills, we do need to use the correct legal terminology for them to be compliant. However, we understand your point that they can therefore be challenging to understand. If you would like to return our reach out, we would be happy to talk you through the terms used.

Noté 5 sur 5 étoiles

We received the best advice and…

We received the best advice and service, would highly recommend the will writing service, thank you

22 septembre 2021
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Réponse de Assurance Financial Solutions

Thank you for taking the time to leave a comment. We are pleased our services met your expectations

Noté 5 sur 5 étoiles

Always very courteous and willing to…

Always very courteous and willing to help at any time. I have found Emma very very helpful and patient. Lovely to deal with thank you

21 septembre 2021
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Réponse de Assurance Financial Solutions

Thank you for your comments, we will pass them onto Emma

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