Bluebond Group Opiniones 

121
TrustScore: 4.5 sobre 5

4,7

Aunque no verificamos reclamaciones concretas porque las opiniones son propiedad de sus autores, es posible que marquemos las opiniones como «verificadas» si podemos confirmar que ha tenido lugar una interacción con la empresa. Más información

Para proteger la integridad de la plataforma, nuestro software automatizado disponible las 24 horas examina todas las opiniones en nuestra plataforma, tanto si están verificadas como si no. Esta tecnología está diseñada para identificar y eliminar contenido que incumpla nuestras directrices, incluidas las opiniones que no están basadas en una experiencia real. Sabemos que es posible que no detectemos todo pero puedes denunciar lo que pienses que se nos haya escapado. Más información

Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

As a free resource these webinars are unbeatable. My only comment is that the webinar is too long; participant questions need to be filtered to remove those that can be answered easily by watching... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

We’ve been BlueBond clients for several years now. Charles and his team have provided everything we have needed to understand and navigate through the complex territories of IHT and Estate Planning. B... Ver más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

Excellent content - only minor negative is I feel could have been delivered more concisely in a shorter time if points hadn’t repeated so much. But overall excellent content from someone who has great... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Very useful and well explained free webinar around how to best navigate IHT and Estate planning. I feel much better informed around this topic and how to take the next steps. I recommend this webinar... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Planificador financiero

Escrito por la empresa

We are a firm of Inheritance tax and estate planning specialists with 20 years experience. We provide a one-stop full advice and implementation service to solve your IHT and other financial planning issues. We deliver legal, Tax, and financial planning accountancy services in one group of companies to ensure you have a cohesive and comprehensive plan to meet your needs


Información de contacto

4,7

Excelente

TrustScore: 4.5 sobre 5

121 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

No consta que haya invitado a opinar recientemente

Esta empresa no ha enviado invitaciones a sus clientes recientemente, por lo que es posible que las opiniones no sean representativas

Así usa esta empresa Trustpilot

Descubre cómo se obtienen, puntúan y moderan sus opiniones y valoraciones.

4,7

Todas las opiniones

(121)

40 opiniones en los últimos 12 meses

Escribir una opinión
Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 5 estrellas sobre 5

Excellent webinar

Excellent webinar. Charles is very knowledgeable and is happy to pass that knowledge on. I learned a lot and it’s so nice to listen to someone who is at the top of his game.

30 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hello Richard, thrilled to hear that you enjoyed the webinar and that it was informative. Thank you for the kind review.

Valorada con 5 estrellas sobre 5

Excellent

I'm an ex financial advisor but found the information given during the free webinar excellent, engaging and bang up to date. I didn't know how much I didn't know! I will certainly be contacting Bluebond for more specific advice.

30 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Glad you enjoyed the webinar Martyn, and thank you for taking the time to leave such a positive review from someone who was a trained and qualified financial adviser!

Valorada con 5 estrellas sobre 5

Excellent

Excellent, Very well presented.

16 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thank you for the positive review, glad to hear you enjoyed the webinar.

Valorada con 5 estrellas sobre 5

Excellent speaker with great depth of…

Excellent speaker with great depth of knowledge. Very engaging.
Look forward to seeing & hearing more of his talks and get advice from Charles and his team. 🙏

16 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thank you for taking the time to leave this positive review Anil. Looking forward to helping you reach your goals.

Valorada con 5 estrellas sobre 5

Highly recommended

Great sensible, straightforward presentation on a range of complex issues. Highly recommended

16 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thank you for the review and recommendation, it helps others find the webinar who may also find it useful.

Valorada con 5 estrellas sobre 5

Enjoyed & understood the process

The Webinar was Well Presented , easy to follow & with out any complicated jargons
WELL DONE JOB

2 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thank you for taking the time to leave a review Mukesh, very happy to hear that you enjoyed the webinar.

Valorada con 5 estrellas sobre 5

Excellent Webinar

Excellent webinar! Charles is full of knowledge on how to retain your wealth within your family and how to reduce inheritance tax.
The webinar made me realise why you need an expert firm to deal with your wealth and inheritance problems.

2 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hi Jayprakash, thank you for taking the time to leave such a positive review, it is appreciated and also helps others find the webinar in the future.

Valorada con 5 estrellas sobre 5

Helpful webinar

Helpful webinar outlining the complexity of estate planning and the need for individual advice.

2 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Glad to hear that you found the webinar useful Sue. Thank you for taking the time to leave a review.

Valorada con 5 estrellas sobre 5

Informative and interesting

Informative and interesting. Good explanations of complex issues

2 de agosto de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hello Paul, glad you enjoyed the webinar and thank you for leaving a review.

Valorada con 5 estrellas sobre 5

The webinar was very informative

The webinar was very informative, clarifying complex issues associated with estate planning. Charles seems to have encyclopedic knowledge on estate planning answering varied questions from the audience. Along with the large video resource, I've not found another company that covers the area so clearly and thoroughly.

19 de julio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hi Rob, thank you for taking the time to leave a review. I am glad that you found the webinar and resources useful.

Valorada con 5 estrellas sobre 5

Save your hard earned money

Due to changes in law specially govt's intention to tax your hard earned savings and esate it is very important to know how to save these for your old age and children.
Thaese seminars addresses these question.

19 de julio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thank you for leaving your review Veena, it is appreciated by us and hopefully helps others who are considering attending the webinars.

Valorada con 5 estrellas sobre 5

The free 2 hour webinar

The 2 hour webinar was excellent. Gave a lot of insight, interesting facts.
Would recommend.

19 de julio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thank you for taking the time to leave us a review, glad you found the webinar useful.

Valorada con 5 estrellas sobre 5

Excellent Guidance

Excellent range of videos covering a wide breadth of topics in depth, backed up by very informative webinars and an excellent personal response service providing guidance to specific personal questions. All for no charge and with no pressure to commit to paid-for advice. Charles explains complex issues very clearly and openly and engenders confidence and trust.

5 de julio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hi David - Thanks for the glowing review - it is appreciated and I hope it helps other people see the benefits of our services

Valorada con 5 estrellas sobre 5

IHT WEBINAR REVIEW

Excellent delivery and explained very clearly . Content is easy to understand.Feel more knowledgable now and very worried about IHT

28 de junio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hi Mrs Shah - Please don't worry. 19 out of 20 clients end up paying Zero in IHT and so the problem is solvable by taking action

Valorada con 4 estrellas sobre 5

This review is primarily of my advisor Joe Tardi

This review is primarily of my advisor Joe Tardi, after onboarding as a client, excellent 5 star, and of the webinars of which I have attended several, 3 star, so average 4. 3 star does not mean bad, it means good with scope for improvement, so should be accepted in the spirit in which offered. Albeit only guidance, I think the webinars and firm's initial advice letters and approach to client service generally could be better, if they followed more of the attributes that Joe displays, that I will pick up separately if the firm's management wishes.

5 = excellent - outstanding. I find Joe to be very knowledgeable on IHT and related planning issues, personable and pleasant to deal with, willing to research issues, not giving of quick but poorly thought through answers, willing to debate and be challenged, and patient with the older generation on the firm's extensive use of technology, so well deserving of five stars.

23 de junio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Hi Ak - Thanks for your honest review. Please bear in mind that the initial advice letters are NOT advice but guidance, and so deliberately do not enter into detail. They are to point out the fees and the areas of advice for consideration. Advice is only delivered after we understand you personally on a much more in-depth level.

Valorada con 5 estrellas sobre 5

My second webinar, and well worth the time

My second webinar, and there was some very useful input to add to what I'd learned previously. I agree with another reviewer that some filtering of questions could make it shorter and more concise (not Charles's fault, but some attendees hadn't appreciated the protocols for question types). As a free introductory webinar this is an excellent resource.

21 de junio de 2025
Opinión espontánea
Logotipo de Bluebond Group

Respuesta de Bluebond Group

Thanks Andrew. Despite clear guidance as to how to ask questions people skim over stuff. It good that you point this out to other people

La experiencia Trustpilot

Cualquiera puede escribir una reseña en Trustpilot. El autor de la opinión tiene derecho a editarla o eliminarla en cualquier momento y solo se mostrará mientras su cuenta esté activa.

Trabajamos con especialistas y tecnología avanzada para salvaguardar nuestra plataforma. Descubre cómo combatimos las reseñas falsas.

Más información sobre el proceso de revisión de Trustpilot.

8 consejos para escribir buenas reseñas.

La verificación puede ayudar a garantizar que sean personas reales las que escriben opiniones que aparecen en Trustpilot.

Ofrecer incentivos a cambio de opiniones o pedirlas de forma selectiva puede sesgar el TrustScore, lo que contraviene nuestras directrices.

Leer más