Phil was always reliable and on time to each appointment we made. He went through all information in great detail and always made sure we knew and understood.
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Se hva andre synes
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... Vis mer
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This was something that my husband and I knew we had to do but kept putting off due to the complex nature of our situation. However, Phil Ogden broke things down into manageable chunks and guided us t... Vis mer
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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 u... Vis mer
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Informasjon om virksomheten
Skrevet av virksomheten
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.
Kontaktopplysninger
Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, Storbritannia
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
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. april 2025
Anmeldelse skrevet uten oppfordring
Svar fra 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. juli 2024
Svar fra 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
Svar fra 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
Svar fra 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
Svar fra 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. desember 2024
Anmeldelse skrevet uten oppfordring
Svar fra 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
Svar fra 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
Svar fra 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. februar 2025
Svar fra 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
Svar fra 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.
Svar fra 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.
Svar fra 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. januar 2025
Svar fra 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.
Helpful and transparent company.
Straight forward to deal with and good explanations of legal issues.
9. desember 2024
Svar fra Estate Planning Solutions
Thank you for leaving us your feedback. We are pleased you found our service straight forward and everything was explained clearly to you. Thank you for choosing Estate Planning Solutions.
Appointments kept on time
Appointments kept on time. Clear advice given. Prompt correspondence.
3. januar 2025
Svar fra Estate Planning Solutions
Thank you for leaving us a 5 star review, your comments are much appreciated. We are pleased to have been able to assist you with your estate planning.
Svar fra Estate Planning Solutions
Thank you for leaving us a 5 star review. It was our pleasure to assist you with your estate planning.
Svar fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are pleased you found our advisor was good to deal with. Thank you for choosing Estate Planning Solutions.
Very patient and understanding and…
Very patient and understanding and helpful service
20. desember 2024
Svar fra Estate Planning Solutions
Thank you for leaving us a 5-star review, your feedback is much appreciated. We are pleased you found us to be patient and understanding. Thank you for choosing Estate Planning Solutions.
Good experience with updating will…
Good experience with updating will earlier this year Unfortunately a small mistake was made so some repeat was needed
12. desember 2024
Svar fra Estate Planning Solutions
Thank you for taking the time to leave us your feedback it is much appreciated. We are sorry for any delay in your service due to an error and we hope this was taken care of accordingly for you. Thank you for choosing Estate Planning Solutions/
Great service from the beginning
Great service from the beginning. Everything was explained well over a video call and subsequent home visit to sign papers.
Any queries have been answered promptly.
28. november 2024
Svar fra Estate Planning Solutions
Thank you for leaving us a 5 star review. We are so pleased you found our service great and that we answered all your queries promptly. Thank you for choosing Estate Planning Solutions.
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