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
L'entreprise a répondu
Excellent, professional service. Wills an LPAs are so important to our loved ones, but like most people I thought I would do them tomorrow, when tomorrow never comes or could be too late. Aft... Voir plus
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Because you gave me good advice and it made me so much happier about my decision.
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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
378 avis
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100% Recommended
Paul was great with us from the start, guiding us through the process to make it easy to understand with no pressure. Everything was followed up through emails with time to go through in our own time. We would definitely recommend
21 novembre 2023
Avis spontané
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review and your lovely feedback. It was our pleasure to assist you with your estate planning and we are happy you found the process so agreeable.
My children’s future is sorted
Today me and my two children had a meeting with Paul, he made the whole process easy to understand any question that was asked was answered so everyone could understand. I finally feel my children’s future is sorted when I finally go (which I hope is a long time off). At least now I have peace of mind. All documents are safely kept too.
25 novembre 2023
Avis spontané
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review and taking the time to give us your feedback. We are pleased to hear you have found peace of mind through our service and the process was easy to understand. Thank you for choosing Estate Planning Solutions.
Great service, friendly and professional
We were very impressed with the friendly professional service given by Mr P Ogden who was very thorough and explained everything carefully and considerately. The written information we received was clear and concise and the whole process was seamless.
19 octobre 2023
Avis spontané
Réponse de Estate Planning Solutions
Thank you for taking the time to leave us your feedback and a 5 star review. We are pleased to hear you found our consultant Phil Ogden both friendly and professional and you found our service to your liking. Thank you for choosing Estate Planning Solutions.
Kindness competence & efficiency
26 octobre 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you taking the time to leave us your feedback and it was our pleasure to assist you with your estate planning. Thank you for choosing Estate Planning Solutions.
For inheritance planning look no further than Estate Planning Solutions
I have used EPS for over 5 years to organize my inheritance planning. They provide a comprehensive service for future inheritance planning that includes experienced advisers, storage solutions for essential documents and administrative processes that makes it easy for clients to put things in place. I recently updated my Will. I received sound advice to make adjustments taking into account my current circumstances. Without the expert advise from Martin Cotton I would not have considered these changes myself and disadvantaged my family. Once the details had been agreed everything was completed digitally and communicated via email. I have referred many of my friends and family and would highly recommend this company.
13 octobre 2023
Réponse de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are honored that you found our service so invaluable and we have been able to assist you on more than one occasion. It means a lot to us to receive such fantastic comments from a satisfied client. Thank you for choosing Estate Planning Solutions.
Good all round service.
13 octobre 2023
Réponse de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are pleased to hear you found the service from Estate Planning Solutions to be good and we thank you for your business.
Phil Ogden was very helpful!
Phil Ogden was very helpful as I wanted to set up a Discretionary Trust and do POA’s.
13 octobre 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased that we were able to help you with your estate planning and that you found our consultant Phil Ogden so helpful. We appreciate you taking the time to leave us your feedback.
Phil Ogden was very professional and…
Phil Ogden was very professional and friendly explaining everything in a manner which was easy to understand. He guided me through reviewing the things my husband and I had put in place with him a few ago and advised on changes that I could make as my husband has recently passed away. He made the whole process seamless.
3 octobre 2023
Avis spontané
Réponse de Estate Planning Solutions
Thank you for your feedback and for leaving us a 5 star review. Phil will be extremely pleased to hear your wonderful comments and we are happy to hear you found him so helpful. Thank you for choosing Estate Planning Solutions.
Fantastic from start to finish
Fantastic from start to finish. Everything explained really well. We had Wills and both Powers of Attorney done. We had a lovely lady called Pippa sort ours. She was fabulous. We have recommended her to everyone we know. Very affordable too. Brilliant service.
22 septembre 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to give us your feedback. Pippa will be very happy that you found her service efficient, friendly and professional, it was our pleasure to assist you.
Praise for Estate Planning Solutions.
Estate Planning Solutions have done a great job updating my will. Professional and thorough, they kept me informed at all times. I have nothing but praise for how they managed the process efficiently and speedily.
7 septembre 2023
Réponse de Estate Planning Solutions
Thank you for your wonderful feedback and for awarding us 5 stars. We are so pleased that you found our service efficient and professional. We thank you for choosing Estate Planning Solutions, it was our pleasure to assist you.
A very efficient professional experience
7 septembre 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to give us your feedback. We are very happy that you found our service efficient, friendly and professional, it was our pleasure to assist you.
Agent came to our home she was…
Agent came to our home she was efficient friendly and engaging.
31 août 2023
Réponse de Estate Planning Solutions
Thank you for taking the time to leave us your feedback we appreciate you awarding us 5 stars. We are pleased that you found our consultant to be both efficient and engaging. Thank you for choosing Estate Planning Solutions.
Réponse de Estate Planning Solutions
Thank you for taking the time to leave us your feedback it is much appreciated. We are pleased you found our service to be efficient and all your needs were met.
Talking to the representative who…
Talking to the representative who explained everything slowly and carefully .
31 août 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review it was our pleasure to assist you with your estate planning. We are happy you found our representative explained things carefully to you.
The advisor was very understanding and…
The advisor was very understanding and made the legal jargon very understandable. He was also available to answer questions either by email or on the phone
22 août 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you taking the time to leave us your comments and are pleased to hear our consultant was able to help and advise you in a clear and understandable way. Thank you for choosing Estate Planning Solutions.
Phil Ogden went above and beyond when…
Phil Ogden went above and beyond when we needed clarification on points relating to our family trust.
He replied to our queries quickly and also provided essential information which will have a direct impact on my parents future wellbeing.
Thank you Phil
22 août 2023
Avis spontané
Réponse de Estate Planning Solutions
Thank you for taking the time to leave us your feedback, Phil will be pleased to hear you found his assistance and advice so helpful. Thank you for giving us 5 stars and for choosing Estate Planning Solutions.
Absolutely a five star rating… From…
Absolutely a five star rating… From start to finish super helpful, great attention to detail, with timely communication & useful easy to understand information. Competitively priced and therefore really good value for money. I would highly recommend their services.
17 août 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review and your fantastic feedback. It is always so good to hear such positive comments from a client and we are glad you found the service good value for money. Thank you for choosing Estate Planning Solutions, please do not hesitate to contact us in the future should you require our help again.
Nadine was very helpful
10 août 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 4 star review, Nadine will be pleased to hear you found her to be helpful. Thank you for choosing Estate Planning Solutions.
From start to finish I was informed of…
From start to finish I was informed of everything that was required.
10 août 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to leave us your comments. We are pleased to hear that you felt informed on every step of the process and it was our pleasure to assist you.
Very helpful all good
10 août 2023
Réponse de Estate Planning Solutions
Thank you for leaving us a 5 star review and for choosing us to help you with your estate planning. We are happy to hear you found our service very helpful and were satisfied with the result.
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