I cannot speak highly enough of the whole team. From the very first contact, they have gone above and beyond to make what can be a complicated and sometimes daunting process feel straightf... Voir plus
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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... Voir plus
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The gentleman who visited us at home was friendly and professional. There was no hard sell. He did his best to explain the process in easy to understand terminology. We had to ring a couple of times... Voir plus
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Did what was asked in rewriting wills. Unfortunately I felt that because the service was included in the yearly charge we were rushed and when I rang for advice I felt I was being a bother and I only... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
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.
Coordonnées de contact
Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, Royaume-Uni
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
4,8
Excellent
376 avis
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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 avril 2025
Réponse de 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 avril 2025
Réponse de 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 avril 2025
Réponse de 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 avril 2025
Réponse de 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 avril 2025
Avis spontané
Réponse de 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 avril 2025
Avis spontané
Réponse de 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.
A pleasure to work with to update my will.
Nadine couldn't have been more helpful in guiding me through the process of updating my will and answering my questions. There was no upselling and the whole process was smooth and very good value for money. I wouldn't hesitate to recommend.
4 avril 2025
Avis spontané
Réponse de Estate Planning Solutions
Thank you for leaving us your fantastic feedback and a 5 star rating. We are so pleased our consultant Nadine Abrahams was able to guide you successfully in updating your Will and answer all of your queries. Thank you for choosing Estate Planning Solutions.
Professional and efficient Will writing service.
Heather Higgins was very knowledgable and professional and made the process of will writing very easy. The cost for this service was extremely reasonable in comparison to other companies I had researched. There is the option to pay in 3 separate instalments, should you wish to do so. I also chose to pay the optional £40 annual storage fee which means that any future changes to my will are without further cost, should my circumstances change. I was very happy with the service provided and would definitely recommend Estate Planning solutions.
7 avril 2025
Avis spontané
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. Our consultant Heather Higgins will be thankful for your feedback, we are pleased she was able to help you with writing your Will. Thank you for choosing Estate Planning Solutions.
Everything was explained clearly and…
Everything was explained clearly and hassle free . The agent was very respectful and helpful, always answered the telephone if we had any queries.
24 juillet 2024
Réponse de Estate Planning Solutions
Thank you for leaving us your 5 star review. We are so pleased you found everything was explained clearly to you and our agent was able to answer all your queries. Thank you for choosing Estate Planning Solutions.
Good guidance with the update to our Will.
Good guidance with the update to our Will. Great communication at all times.
26 mars 2025
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased you found our guidance with updating your Will was good and we were able to keep you informed at all times. Thank you for choosing Estate Planning Solutions.
Interaction was clear and easily…
Interaction was clear and easily understood with very pleasant and helpful staff. Could not fault them in any way.
19 mars 2025
Réponse de Estate Planning Solutions
Thank you for leaving us your feedback. We are so pleased you found everything was explained clearly to you and you found our staff pleasant and helpful. Thank you for choosing Estate Planning Solutions
First class service with excellent…
First class service with excellent communications from all staff.
12 mars 2025
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate your feedback and are pleased you found our service first class, it was our pleasure to assist you with your estate planning.
Highly reccommended
I recently worked with Martin Cotton who was simply brilliant and far superseded anyone I previously liaised with in being able to simplify the complexities of inheritance tax planning to provide me clear concrete tailored options.
9 décembre 2024
Avis spontané
Réponse de Estate Planning Solutions
Thank you for leaving us your fantastic feedback, Martin will be so pleased to hear your glowing comments. Thank you for choosing Estate Planning Solutions.
Phil Ogden was exceptional
Phil Ogden was exceptional. Cut through the legalese and explained everything in layman’s terms.
Initial zoom call, followed by 2 home visits and phone calls gave us plenty of opportunity to weigh up all the issues and ask the questions we wanted answers to.
5 mars 2025
Réponse de Estate Planning Solutions
Thank you for leaving us your feedback and awarding us 5 stars. We are pleased our consultant Phil Ogden was able to explain everything clearly to you and answer any questions you may have had, he will be thrilled with your comments. Thank you for choosing Estate Planning Solutions.
Completely hassle free service
Completely hassle free service. Very professional company in which I have every confidence.
12 mars 2025
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review and your very complimentary feedback. It was our pleasure to assist you with your estate planning and we are glad you found our service professional and hassle free. Thank you for choosing Estate Planning Solutions.
Efficiently got the job done
26 février 2025
Réponse de Estate Planning Solutions
Thank you for leaving us your feedback and awarding us 5 stars. We are pleased you found our service efficient and we were able to help you with your estate planning needs. Thank you for choosing Estate Planning Solutions.
Excellent service
Estate planning Solutions arranged my family trust, acting power of attorneys, and prepared my will, several years ago. I recently reviewed my will via their service. Phil contacted me via telephone, and was very helpful and knowledgeable. He addressed all my questions, and gave advice when it was needed. Following the review, a draft copy of the will was emailed to me to check, after which I was sent the final copy, for signatures. Would definitely recommend their service.
5 mars 2025
Réponse de Estate Planning Solutions
Thank you for leaving us your feedback. We are pleased your were able to review your will and associated estate planning documents with ourselves and that our consultant Phil Ogden was able to help you as required. Thank you for continuing to choose Estate Planning Solutions.
Réponse de Estate Planning Solutions
Thank you for leaving us your feedback, we are glad you found our service personal and everything was explained to you in simple terms. Thank you for choosing Estate Planning Solutions.
Réponse de Estate Planning Solutions
Many thanks for leaving us your feedback and a 5 star rating. We are pleased that you felt our service warranted this score. Thank you for choosing Estate Planning Solutions.
Clear information and advice
Clear information and advice. Instructions carried out as requested. Friendly staff.
3 janvier 2025
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are glad you found our advice and information was clear and we were able to carry out your instructions as per your wishes. Thank you for choosing Estate Planning Solutions.
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