Sherri is a extremely professional women but so warm and comforting. She explained everything so clearly that I felt confident during the whole process. Also, I have the reassurance that if I have any... Voir plus
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Lisez les avis des autres
Sherri was introduced to us by her brother, she is a very personable and well informed estate planner with a lovely manner and uses easy to follow explanations and layman's terms to help you underst... Voir plus
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Sherri was recommended to us to talk through drawing up Wills LPA's, and a Trust. We found her deep knowledge of these very important legal papers impressive which she described in easy terms and answ... Voir plus
L'entreprise a répondu
When we first met Sherri we were put at ease straight away she was very helpful and explained everything to us if we had any problems not understanding anything she would sit down and explain it page... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
Sherridales Estate Planning provides friendly, professional and straightforward estate planning services, specialising in Wills, Lasting Powers of Attorney and Family Asset Protection Trusts. We offer a personal and supportive service, taking the time to understand each client’s individual circumstances, explaining everything clearly in plain English and helping individuals and families protect their assets, their wishes and their legacy with confidence. At Sherridales Estate Planning, we understand that planning for the future is about far more than paperwork. It’s about protecting the people you love, safeguarding what you have worked hard for and ensuring your wishes are properly understood. Estate planning can sometimes feel complicated or overwhelming, which is why our approach is centred around making the process as clear and straightforward as possible. From the first conversation through to putting your arrangements in place, we provide professional, approachable and personal guidance every step of the way. Our aim is to give you clarity and confidence in the decisions you make today, helping to protect what matters most to you and your family for the future.
Coordonnées de contact
Royaume-Uni
- sherridalesestateplanning.com
4,6
Excellent
22 avis
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Sherri Dale's estates
Sherri was introduced to us by her brother, she is a very personable and well informed estate planner with a lovely manner and uses easy to follow explanations and layman's terms to help you understand the legalities of estates and the land registry. Highly professional and honest and always willing to help, I would highly recommend her to anyone needing this service
She is very passionate about what she does and genuinely wants to help people avoid the pitfalls of the government and land registry fees
8 juin 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much, Ross, for such a thoughtful and generous review. It was an absolute pleasure helping you and your family.
Making what can sometimes feel like a complicated area easy to understand is incredibly important to me, so I’m delighted that you felt everything was explained clearly and in straightforward terms.
Thank you again for your trust, your kind words and your recommendation. It really does mean a great deal to me.
Sherri
Sherridales Estate Planning
Sherri is a extremely professional…
Sherri is a extremely professional women but so warm and comforting. She explained everything so clearly that I felt confident during the whole process. Also, I have the reassurance that if I have any questions or need help she will always be there. Thank you Sherri for making this an easy process.
5 août 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words. It was an absolute pleasure to help you.
I’m so pleased you felt confident and supported throughout the process. My aim is always to explain everything clearly, make the process as straightforward as possible, and ensure my clients know I’m here whenever they need guidance.
Thank you again for placing your trust in me. It truly means a great deal, and I wish you all the very best for the future.
Kind regards,
Sherri Green 🌹
Sherridales Estate Planning
Recently
Recently, my wife and I wanted to update our wills. We contacted Sherri, and she came round to help us. She then introduced us to estate planning designed to make life easy for those left behind when we are gone.
with Sherri’s help, we found that estate planning did much more than we imagined, it solved a myriad of problems that could arise before and during our demise.. The technical language was at times complex but Sherri brought it down to clear simple sections that made the whole package easy to understand. No matter how many questions we asked her, she had the answers, and responded in a clear and cheerful manner. Nothing was too much trouble for her. Her knowledge of estate planning, and the ability to deliver it clearly were first class.
Sherri made a complex process simple, and her flexibility in getting to us when it suited us was super. It was not easy for our son and witnesses to make it on the same day with ease, but even at short notice Sherri fitted us and looked after us with a smile. This was a process I was not looking forward to, but I can highly recommend Sherri if you wish to have a smooth transition through this sometimes complicated process. Confident, professional, competent, knowledgeable and caring are skills that Sherri has in abundance
Bob and Be Insley
14 juillet 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you, Bob and Be, for taking the time to write such a thoughtful and incredibly kind review.
For transparency, this review has been reproduced using the exact wording Bob and Bev kindly emailed to me after they experienced difficulty submitting it through their own Trustpilot account.
It was an absolute pleasure meeting and assisting you both throughout your estate planning journey. My aim is always to make what can seem like a complex process feel clear, straightforward and reassuring, so it means a great deal to know that you felt supported every step of the way.
Thank you once again for placing your trust in Sherridales Estate Planning. It has been a genuine pleasure getting to know you both, and I wish you and your family every happiness for the future.
Kind regards,
Sherri Green
Friendly and reliable service
Sherri was so friendly and helpful, she came to us and explained everything clearly before we decided to go ahead and we were kept informed throughout the process. I would recommend her service as I found her to be very trustworthy and professional.
6 juillet 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words and for taking the time to leave such a lovely review Jeanette.
It was an absolute pleasure meeting you and helping you through the estate planning process. I’m so pleased you felt well informed and supported throughout, as that’s exactly the experience I strive to provide for every client.
Wishing you all the very best for the future.
Sherri Green 🌹
This service is brilliant nothing is to…
This service is brilliant nothing is to much for them I highly recommend Sherridale absolutely brilliant.
18 avril 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much Kevin for your kind words and wonderful review. It was an absolute pleasure assisting you, and I truly appreciate you taking the time to share your experience. I’m so pleased you felt supported throughout the process. Wishing you all the very best moving forward.
Kind regards
Sherri 🌹
We were very apprehensive over a long…
We were very apprehensive over a long period of time regarding trusts but were advised by friends to get Sherri in to explain everything. This she did to the extent we made up our minds and went ahead. She also explained to the rest of family which helped us all understand everything. Sherri also came in person for the signing of the documents. This took a lot of time but she stayed the whole time and all went through well.
I well recommend any one that is considering a trust get her in and explain everything, I’m sure this would help you decide one way or the other.
7 mai 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for such a thoughtful and detailed review. I completely understand that trusts can feel overwhelming at first, so I’m really pleased I was able to help explain everything clearly for you and your family. It was an absolute pleasure assisting you all throughout the process and ensuring everything was understood and completed properly. Your recommendation truly means a lot. Thank you again for your trust and support.
Kind regards
Sherri 🌹
will and trust
Really helpful throughout the will and trust process, explained everything really well and helped in person with the confusing document signing!
11 mai 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much Catherine for your lovely review. It was an absolute pleasure assisting you throughout the will and trust process. I completely understand how overwhelming some of the paperwork and signing requirements can feel, so I’m really pleased I was able to guide you through everything clearly and personally.
Thank you again for placing your trust in Sherridales Estate Planning. Wishing you complete peace of mind moving forward.
Kind regards
Sherri 🌹
Sherridales Estate Planning
Sherri was recommended to us to talk…
Sherri was recommended to us to talk through drawing up Wills LPA's, and a Trust. We found her deep knowledge of these very important legal papers impressive which she described in easy terms and answered fully any queries. We found her down to earth, honest and friendly personality very refreshing. She came to our home and nothing was too much trouble or effort. The papers are now signed and executed and we can now relax!! Thanks Sherri!!!
6 mai 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words Michael. It was an absolute pleasure assisting you both with your Wills, Lasting Powers of Attorney and Trust planning. I’m so pleased you found the process clear and reassuring, as that’s exactly how I believe estate planning should feel. Thank you again for placing your trust in me, and for making me feel so welcome in your home. Wishing you both all the very best for the future.
Kind regards,
Sherri 🌹
Having been dubious as i didnt know…
Having been dubious as i didnt know anything about Trusts, having sherri explain the whole procedure i was very happy and assured to go ahead with protecting my estate and having my wishes honoured. I would recommend Sherri if you are thinking of putting a Trust in place as she guided me through the proces step by step dont hesitate to contact sherri
1 mai 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words Josephine. I completely understand that trusts can feel unfamiliar and sometimes overwhelming at first, so I’m really pleased I was able to explain everything clearly and help you feel comfortable and reassured throughout the process. It was a pleasure assisting you in putting the right protection in place and ensuring your wishes are honoured. Thank you again for placing your trust in me.
Kind regards
Sherri 🌹
Professional and trustworthy
Sherrie was absolutely brilliant. She explained everything in easy to understand language and was very helpful. I have had to contact her with a couple of problems, she was patient and understanding. Sherrie was very professional in her business,but also a kind lady. Would highly recommend her to anyone. Thank you Sherrie for all your help and kindness.
1 avril 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much, Larine, for such a lovely review. It really means a lot to me.
I’m so pleased you felt comfortable reaching out when you needed to, and that everything was explained in a way that made things easier for you. It was a pleasure to help you, and I’m always here if you ever need anything.
Thank you again for your trust and kind words.
Kind regards
Sherri 🌹
When we first met Sherri we were put at…
When we first met Sherri we were put at ease straight away she was very helpful and explained everything to us if we had any problems not understanding anything she would sit down and explain it page by page. She is such a lovely lady and very professional in what she does
21 avril 2026
Avis spontané
Réponse de Sherridalesestateplanning
Hi Maureen,
Thank you so much for your kind words, they really do mean a great deal.
It was an absolute pleasure to assist you, and I’m so pleased you felt at ease and supported throughout. Taking the time to ensure everything is clear and understood is always my priority.
If you ever need anything in the future, I am always here.
Kind regards,
Sherri Green 🌹
Sherridales Estate Planning
A bespoke service tailored to your requirements
Sherri is so helpful and understanding…
Sherri is so helpful and understanding no problem is too much. Talks you through everything that you need to know.
And makes it easier for you to get the things done.
17 avril 2026
Avis spontané
Réponse de Sherridalesestateplanning
Hi Linda,
Thank you so much for your kind words, it really means a lot. I’m so pleased I was able to guide you through everything and make the process feel easier for you. That’s always my aim.
If you ever need anything in the future, I’m always here to help.
Sherri 🌹
Sherridale Estate Planning
Sherri is a lovely person and very helpful. We needed to get a LPA sorted as quick as we could and she managed to do that for us. She always had time to explain everything if we didn't understand it. Her pricing is very fair we got quotes from other companies and hers was excellent. We have recommended this company to others and they are very happy too. But shop around I think you will pobably find your way back to Sherri. Well done.
7 avril 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words Janet,
it really means a lot. I’m so pleased we were able to get everything sorted for you quickly and that you felt supported throughout. If you ever need anything in the future, I’m always here to help.
We needed a Will ,LPA,Trust fund so…
We needed a Will ,LPA,Trust fund so that our minds were put at rest for our future,Sherri and her team were outstanding and we now have all three put in place and can now relax ,Sherri was so lovely and explained everything to make it easier for us to understand all done in our own home she is brilliant.
28 mars 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you, Gary and Maxine, I truly appreciate your kind words.
I am so pleased everything is now in place for you both and that you have that peace of mind moving forward. That clarity and protection is exactly what this process is designed to give.
Thank you as well for welcoming me into your home. It was a pleasure to assist you both, and I am always here should you need anything further.
Sherri Green
Sherridales Estate Planning
A bespoke service tailored to your requirements. 🌹
Amazing helping people
Amazing, friendly, explaining everything.
A lot of effort, a good atmosphere, human attitude .
We will recommend her all our friends around, absolutely trusted person.
15 mars 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words, Zdenka.
It was a pleasure meeting you and helping you through everything. I’m so pleased you felt comfortable and supported during the process, as that’s always very important to me.
I truly appreciate you taking the time to leave such a lovely review, and thank you as well for recommending me to others — that means a great deal.
Wishing you and your family all the very best for the future. 🌹
Sherri Green
Sherridales Estate Planning
WILL
Fast service, very friendly and professional, lovely lady thank you for your help
5 mars 2026
Avis spontané
Réponse de Sherridalesestateplanning
Dear Nicole,
Thank you so much for your kind review. It was a pleasure assisting you and I’m really pleased you were happy with the service.
Wishing you all the very best for the future.
Kind regards
Sherri Green 🌹
Sherridales Estate Planning
Sherri was very helpful
Sherri was very helpful and explained everything in plain english not the legal jargon you cant understand was very helpfull every step of the way .I would highly recommend Sherri and thanks again for wonderfull service
2 mars 2026
Avis spontané
Réponse de Sherridalesestateplanning
Thank you, Patrick, for your kind review.
I always aim to explain everything in clear, straightforward language so you can feel confident and fully understand each step of the process. Estate planning shouldn’t feel confusing or overwhelming, so I’m really pleased you found it helpful throughout.
It was truly my pleasure to assist you, and I appreciate your recommendation very much.
Warm regards,
Sherri
Sherri is intentionally focused
Sherri was referred to me by a church friend, and relating with Sherri was warm, friendly and professional. She took interest in learning how to call our names properly. She excitingly showed off with proper pronouncing more native names. Our names matter and it made me feel more relaxed.
30 décembre 2025
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your lovely review, it really means a great deal.
I truly believe a person’s name is part of their identity and heritage, so taking the time to pronounce it properly is a simple but important sign of respect. I’m so pleased that helped you feel more comfortable, creating a warm, relaxed and professional experience is always my goal.
It was an absolute pleasure working with you, and I appreciate you taking the time to share your experience.
Warm regards,
Sherri
I first met Sherri back in 2023 when…
I first met Sherri back in 2023 when she came to us to explain how best to do our wills and a trust , she is very knowledgeable regarding her profession, she is a very jolly person and makes you feel very comfortable, I have recently been back in contact with her to go over a few bits I needed clarification with, again put me a ease , so happy to have met Sherri, I would highly recommend her for all your estates needs
20 novembre 2025
Avis spontané
Réponse de Sherridalesestateplanning
Thank you so much for your kind words and for taking the time to share your experience.
It’s always lovely to reconnect and provide further guidance when needed, estate planning is not a one-time conversation, and I’m so pleased I could help clarify things for you and put your mind at ease again.
Your recommendation truly means a lot, and it was a pleasure working with you.
Warm regards,
Sherri
Jean & Charlie yeoman
Sherri was helpful and informative we were really unsure with the process of the Will.Family trust and power of attorney. But it was easy for us to understand,thank you Sherri it has been accomplished easily.Sherri came back for a visit to make sure we were okay with the paperwork. Highly recommended.
9 octobre 2025
Avis spontané
Réponse de Sherridalesestateplanning
Thank you, Jean and Charlie, for your kind review.
I completely understand how overwhelming wills, trusts and Powers of Attorney can feel at first, so I’m really pleased I could make the process clear and easy to follow. It’s always important to me that clients feel comfortable and confident with their paperwork, which is why I’m happy to revisit and go through everything again if needed.
Your recommendation truly means a great deal.
Warm regards,
Sherri
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