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... Ver más
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Phil made making a will straight forward. He was able to answer any questions or concerns I had and I was able to make informed choice. Highly recommended. Thanks Phil
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We were kept in the loop continuously, explained in clear English about each element, answered questions clearly and understandably. It was an expensive process, with lots of different elements each... Ver más
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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... Ver más
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Información sobre la empresa
Escrito por la empresa
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.
Información de contacto
Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, Reino Unido
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
4,8
Excelente
355 opiniones
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Appointments kept on time
Appointments kept on time. Clear advice given. Prompt correspondence.
3 de enero de 2025
Respuesta de 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.
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. It was our pleasure to assist you with your estate planning.
Respuesta de 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 de diciembre de 2024
Respuesta de 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 de diciembre de 2024
Respuesta de 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 de noviembre de 2024
Respuesta de 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.
Would Highly Recommend Estate Planning Solutions
Speaking with extremely helpful and Knowledgeable experts that explained everything clearly. I feel I have taken the best step for my Family.
22 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review, your wonderful comments are highly appreciated. We are so pleased you found us helpful and knowledgeable, thank you for choosing Estate Planning Solutions.
Good professional service
22 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback and for awarding us 5 stars. We are happy to hear you found our service to be professional. Thank you for choosing Estate Planning Solutions.
We knew we mattered
My wife and I needed to re-make our Wills as we recently married. I contacted EPS and made an appointment with Paul Dodsworth. From the very commencement of our engagement to the final stages of producing our Wills, Paul and team were nothing less than highly professional. Instructions were given and soon after we received draft documents to approve. The noticeable difference between EPS and our previous solicitor is the personal client care and attention to detail. We felt we mattered and not just another reluctant case to be churned through a legal system. J&A Heavens
26 de noviembre de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are so pleased you found our service highly professional and you were able to see the care and attention we provide to all our clients. Thank you for choosing Estate Planning Solutions.
Concise information that I could…
Concise information that I could understand delivered with no pressure .
22 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased you found our service understandable and glad that you didn't feel pressured at any point. Thank you for choosing Estate Planning Solutions.
Respuesta de Estate Planning Solutions
Thank you for leaving us your feedback. It was a pleasure to assist you with your estate planning.
Very good planning consultant.especially Martin Cotton,he is an ace, professional, caring and helpful and genuine and supportive in everyway
Very good planning consultant, t.
22 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us your 5 star review, our consultant Martin Cotton will be over the moon with your comments. We are pleased he was able to help you so effectively and you felt supported in every way. Thank you for choosing Estate Planning Solutions.
Good service
Did what was asked in rewriting wills. Unfortunately I felt that because the service was included in the yearly charge we were rushed and when I rang for advice I felt I was being a bother and I only rang once. Messages not passed from adviser to admin. Service not as personal as was in original will writing in 2017.
8 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us a review. We are sorry to hear that you felt rushed during your consultation and that you feel our service was not as personable as last time. Your feedback will be passed on to your consultant and our office team to help improve our service for the future. We do appreciate your business and thank you for choosing Estate Planning Solutions.
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review, we are so pleased that you found our service to be friendly and excellent. It was our pleasure to assist you with your estate planning.
Great Service
We have used EPS for many years & review our situation every 2-3 years as recommended. We found the zoom process very easy & it was nice to put a face to the person who we were talking to. We felt listened to regarding our needs & questions were answered accordingly. The whole process was very quick & we were aware of what was happening at each step of the way.
8 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are so pleased to hear that you have used our services for many years and continue to do so. It is also nice to hear that you felt listened too and the process was made easy for you. Thank you for choosing Estate Planning Solutions.
Used Estate planning to update my will
Used Estate planning to update my will. Everything was straightforward and I felt very supported by my consultant at every stage. I am planning to arrange a Lasting Power of Attorney in the future and would certainly use Estate Planning Solutions for this.
25 de octubre de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased to hear that you found our service straightforward and that our consultant was able to support you through each stage. Thank you for choosing Estate Planning Solutions.
Update my Will and Estate Planning
The Advisor arrived on time, was friendly, and outlined the process we would go through to update my Will and update my Estate Planning.
8 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us a review. We are pleased that your consultant arrived promptly for your appointment and was able to help you update your Will. Thank you for choosing Estate Planning Solutions.
Everything was explained step by step…
Everything was explained step by step and easily to understand I feel safe that my family will be looked in the future
5 de noviembre de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are happy to hear you found everything was explained clearly to you and that you now feel that your family will be looked after for the future. Thank you for choosing Estate Planning Solutions.
It was a straightforward efficient process
It was a straightforward, efficient process delivered with a professional and friendly approach
25 de octubre de 2024
Respuesta de Estate Planning Solutions
Thank you for your 5 star review. Your comments are much appreciated and we are happy you found our service to be both professional and friendly. Thank you for choosing Estate Planning Solutions.
I found everything very easy
I found everything very easy. Very helpful and encouraging. I also found everything quite sensitive and sincere. My experience was first rate. Thankyou.
1 de noviembre de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are so pleased that we could make your estate planning journey easy for you and that you found us both sensitive and sincere. Thank you for choosing Estate Planning Solutions.
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