Pivotal Legacy Planning Avis 

153
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I couldn’t be happier with the service I received. The whole process was professional from start to finish, and arranging everything was straightforward and stress-free. They were incredibly helpful,... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

Communication has always been really clear and prompt without being pushy. Paul was really down-to-earth, and was particularly patient with me when I had to reschedule. Being able to meet online sui... Voir plus

Noté 5 sur 5 étoiles

Shane was extremely helpful and guided me through what can be seen as quite as sensitive topic. I’m very happy to have gone through Pivotal for my will writing. I would highly recommend to anyone as t... Voir plus

À propos de l'entreprise

  1. Services juridiques

Écrit par l'entreprise

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.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

153 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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4,9

Tous les avis

(153)

75 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Excellent service

Paul was so helpful and made everything really easy and comfortable. Would definitely recommend

28 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

Excellent service

Paul was excellent throughout the process making all of our options super clear and the writing process itself really simple.
Fully recommend him and pivotal legacy planning!

24 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

Pivotal Legacy Planning were amazing…

Pivotal Legacy Planning were amazing from start to finish in arranging our will. Ryan O'Kane was especially helpful, giving us clear instructions on what to do and guiding us through the entire process. We would definitely recommend their services and are very satisfied customers!!

5 mai 2025
Avis spontané
Noté 5 sur 5 étoiles

Amazing experience with Paul

A very simple process for our first experience having a will written. Paul made everything clear from the 1st appointment and reassured us through every decision. Would definitely recommend to anyone looking to get a will.

10 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

Clear and concise process to get such…

Clear and concise process to get such an important thing such as a Will sorted. Took the time to explain and ask questions to ensure we were thoroughly informed and making the right decisions for us which even included reviewing our Life insurance to ensure it best serves us. Overall would recommend to anyone looking at getting their Will written.

8 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

Reliable and Professional Service

My experience with Pivotal Legacy Planning was very positive. The process was clear and well-structured, and any questions I had were answered promptly and professionally. I appreciated the straightforward communication and the support provided throughout. Overall, a reliable and efficient service that I would feel confident recommending to others.

13 juin 2025
Avis spontané
Noté 5 sur 5 étoiles

Writing our Will was brilliant and Ryan…

Writing our Will was brilliant and Ryan was there every step of the way throughout and guided us through. Ryan assisted through everything and answered any questions we had.

I will highly recommend Ryan and his team to anyone that is in need of a Will,
Thank you!

4 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

Would recommend Pivotal!

Pivotal made my will planning & life insurance set up so straight forward while also taking the time to explain everything to me.
Everyone I dealt with was super helpful. Would definitely recommend. They made what can be a sensitive topic okay to deal with.

3 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend

The overall process was very simple, for something so important I would encourage anyone to use this service. Paul was great, he made the process so easy and was very personal and helpful throughout.

3 juillet 2025
Avis spontané
Noté 5 sur 5 étoiles

A very professional, easy experience.

Very easy experience to go through. Everything has been explained very clearly and time was taken to ensure it was all understood. Wills take a little while to organise on these appointments but this is going to be the same everywhere. I believe it would have also taken longer elsewhere. Would highly recommend this service to others. Paul was very professional.

24 juin 2025
Avis spontané
Noté 5 sur 5 étoiles

Amazing

Paul was super supportive whilst helping us to complete our Will! He was very informative about the whole process and a really lovely person to talk to!

Thanks for your help x

24 juin 2025
Avis spontané
Noté 5 sur 5 étoiles

M.Doori

We’ve been extremely pleased with the service provided by Pivotal Legacy Planning. Paul has been professional, approachable, and incredibly efficient throughout the entire process. Writing a will can feel quite daunting, but Paul made it a smooth and straightforward experience. He worked around our schedule, and the appointment was quick and to the point—without being rushed. We truly appreciate the support and would definitely recommend Pivotal Legacy Planning to others. Thank you again!

14 mai 2025
Avis spontané
Noté 5 sur 5 étoiles

Great service producing our Will.

Overall a very quick and easy process made very straight forward by Sam at Pivotal Legacy Planning.

10 juin 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Tony, thanks for taking the time to leave feedback. Regards Ryan - Director

Noté 5 sur 5 étoiles

Excellent Service

I recently had the pleasure of working with Paul to help organise my will, and I couldn't be more impressed with the service he provided. He was incredibly knowledgeable, explained everything clearly, and made the entire process feel straightforward and stress-free. Paul was not only professional, but also genuinely friendly and approachable, which made a real difference during what can be quite a sensitive and serious task. I felt completely at ease knowing I was in good hands. Highly recommended!

5 juin 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Marika, what a lovely review for Paul. Thanks for taking the time to leave feedback, it's greatly appreciated. Regards Ryan - Director

Noté 5 sur 5 étoiles

Paul made the process very clear and…

Paul made the process very clear and easy. We had been putting this off for ages as we thought it would be complex and costly. Thanks for your help and guidence

4 juin 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Paul, thanks for taking the time to leave feedback. Regards Ryan - Director

Noté 5 sur 5 étoiles

Fantastic experience

We had a fantastic experience with Paul. He is calm, polite and informative and made the whole process very clear and easy.

4 juin 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi J Gallagher, thanks for taking the time to leave feedback. Regards Ryan - Director

Noté 5 sur 5 étoiles

Paul has been excellent from start to…

Paul has been excellent from start to finish. Worked around us and the appointment time was quick and efficient - not long and drawn out. Thank you very much. Would definitely recommend you!

2 juin 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Catherine, it's great to hear you are happy with service provided. Your comments have been passed on to Paul and the team. Regards Ryan - Director

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