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.


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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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Noté 5 sur 5 étoiles

Highly recommend

This is something I had put off for far too long as I thought it would be complicated. I was wrong! From beginning to end the process was simple and easy.

All my questions were answered with an explanation that both myself and my husband understood. If you need a will, I highly recommend these guys!

All done at our convenience, no sales pitches, straightforward and a simple process. My mind is now at ease.

10 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

Need a will - don't hesitate

Simple, easy and informative process.

Any question we had, was answered with an explanation me and my partner understood. If you need a will doing, get these to do it! Slick process, fitted around our free time and didn't try and push extra sales of anything.

3 mars 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi James, Thanks for taking the time to leave feedback. It really is appreciated. Ryan - Manager

Noté 5 sur 5 étoiles

Spoke to Ryan and Paul

Spoke to Ryan and Paul, who both assisted me in writing my will easy and quick process

3 mars 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Jason, Thanks for leaving feedback. It was a pleasure helping you. Ryan - Manager

Noté 5 sur 5 étoiles

Get a will done and ask this firm to do it.

My wife and I dealt with Ryan who was exceptional throughout. The process was straightforward but every detail was covered.

I never knew not having a will was a concern until it was done, at that point I felt like weight was off my shoulders.

I would happily recommend the firm and Ryan.

26 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Liam, it was pleasure looking after you and Carly. Thanks for taking the time to leave feedback. Ryan - Manager

Noté 5 sur 5 étoiles

Amazing service

Paul was incredibly helpful throughout the whole process. Everything was explained and the whole thing seemed really easy
Would recommend to anyone

24 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Josh, Thanks for taking the time to leave feedback. I've passed on your feedback to Paul. Ryan - Manager

Noté 5 sur 5 étoiles

Great service

Great service, thank you Paul!

20 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Suzanne, thanks for taking the time to leave feedback. Ryan - Manager

Noté 5 sur 5 étoiles

Professional and considerate of your wishes

I wanted to express my appreciation for Ryan at Pivotal Legacy Planning for his exceptional guidance during the will-writing process for my wife and me. He was very professional and considerate of our wishes throughout the entire process, ensuring that we were fully informed of all available options while providing valuable advice and guidance.

After receiving such excellent service, I have referred my family members to Ryan, and they are now in the process of drafting their wills as well.

If you need assistance with creating a will, I highly recommend speaking with Ryan and the team at Pivotal Legacy Planning.

13 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Brad, Thanks for your kind words and taking the time to leave feedback. It was a pleasure looking after you and thank you for your referrals. Ryan - Manager

Noté 5 sur 5 étoiles

Paul made the process very easy to…

Paul made the process very easy to understand and was very reasonably priced. Would highly recommend.

10 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Mark, I've passed your comment on to Paul. Thanks for leaving feedback. Grealy appreciated. Ryan - Manager

Noté 5 sur 5 étoiles

Exceptional service!

Exceptional service!
Ryan put me at ease straight away and explained the whole process of making my will in great depth and making it a lot less daunting.
Communication was great throughout with additional advice relating to an existing life insurance policy.
I would highly recommend.

5 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Kris, Glad we got your will sorted for you and you were happy with the service. Thanks for taking the time to leave feedback. Ryan - Manager

Noté 5 sur 5 étoiles

Paul was incredibly helpful and…

Paul was incredibly helpful and considerate through the whole process. Writing a will can be quite a challenge but Paul explained all of the steps very clearly and made us feel at ease. Wouldn’t hesitate to recommend these guys to family, close friends and colleagues.

6 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Steve, Thanks for taking the time to leave feedback and kind words. I've passed your comments on to Paul. Ryan - Manager

Noté 5 sur 5 étoiles

Paul was flexible when planning dates…

Paul was flexible when planning dates for our meetings and provided a top service. Made the process very easy, thanks Paul.

31 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Lisa, thanks for taking the time to leave feedback. It really is appreciated. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Ryan made the process very easy to…

Ryan made the process very easy to understand, he listened to my requests and answered any questions. He was very helpful, great communication throughout the process. A pleasure doing business with him.

3 février 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Kerryn, It was a pleasure looking after you and Ross and I am pleased you were happy with our service. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Paul made our will writing experience…

Paul made our will writing experience very simple and easy, explaining everything we needed to know and assisting us in this process. Have recommended service to our friends. Glad for peace of mind that things are in order and equipped with a greater understanding on everything this entails

29 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Zoe, Great to hear that you were pleased with our service and happy to recommend PLP to your friends. Thank you. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Paul made the whole experience really straightforward and offered good advice!

Paul was exceptional in delivering a positive service and made the process of setting up our will as simple and easy as possible. He offered brilliant advice in other areas, that related to our existing insurance policies and, referred us to the relevant people to help us get the best out of our policy.
Paul was friendly and made myself and my husband feel very comfortable discussing our wishes. Thank you!

7 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Sarah, Thanks for taking the time to leave feedback. We've shared your feedback with Paul and the team. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Paul made a daunting task easy and friendly…

Paul was amazing at guiding us through making our Wills by putting us at ease and explaining everything in a way that didnt overwhelm us but left us in control still. We had been putting off doing our wills for a while as found the idea very daunting but Paul's personalised approach to our meetings made the whole experience so
easy. Lovely touches like remembering our Football team from previous conversations and picking up on social queues of moments that where difficult for us to do put us at ease. We never felt pressured in the first consultation to go ahead with our Wills and felt like our concerns and questions where really listened to and answered. Brilliant experience.

16 novembre 2024
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Mrs T, Thanks for you taking the time to leave this glowing review of Paul and PLP. I have shared the feedback with our senior management team and the wider group. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Paul made completing our will very…

Paul made completing our will very simple and stress free. He made the whole process less daunting and very straightforward explaining every step and I am happy that everything is in place and my mind is at rest.

25 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Rebecca, I am pleased you have been happy with the service and feel assured that your will is now complete. Thanks for taking the time to leave feedback. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Pivotal - Wills made easy

Paul at Pivotal made the whole process of creating our wills very straightforward. He throughly explained the roles of those named in the will and listened to our wishes at all stages. It was completed through 2 very simple Zoom calls.

17 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Chris, Thank you for taking the time to leave feedback, it really is appreciated. I have passed on your feedback to Paul and the team. Regards Ryan - Manager

Noté 5 sur 5 étoiles

Will service

Great service, great information

17 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Abi, thanks for taking the time to leave feedback. Ryan

Noté 5 sur 5 étoiles

Writing a Will was always something my…

Writing a Will was always something my husband and I kept putting off. That was until we spoke to Paul at Pivotal. He was very friendly, professional, knowledgable and made the whole process so straightforward and comfortable that we ended up wondering why we had left it so long!

2 janvier 2025
Avis spontané
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Réponse de Pivotal Legacy Planning

Hi Sharon, thanks for taking the time to leave feedback. I've shared this with Paul and the team. Regards Ryan - Manager

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