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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If they had a 6 star score I would have gave them that.
Our Consultant was Phil Ogden and he made a complex and stressful process very simple and stress free. He was always patient and extremely knowledgeable at his job.
I would highly recommend Phil and EPS and have done to many of my friends.
If they had a 6 star review i would have gave them that.
18 de mayo de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for your fantastic feedback we are pleased to hear that you found our consultant Phil Ogden so helpful, he will be over the moon with your comments. Thank you for choosing Estate Planning Solutions.
I needed to update the Family Trust
I needed to update the Family Trust. Nadine came to see me and was both very professional and knowledgeable, she talked me thought all aspects of the changes, and couldn't have been more helpful.
Terry Fox
8 de mayo de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased you found your consultant Nadine to be professional and she helped you to update your family trust. Thank you for choosing Estate Planning Solutions.
Estate Planning Solutions - Nadine Abrahams
Our process took place over Zoom with Nadine Abrahams, as there is no senior consultant in our location.
Using Zoom did not adversely affect the process and we found Nadine to be very friendly, professional, knowledgeable and helpful.
We would recommend their services to others.
13 de mayo de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is much appreciated and we are extremely happy you found our service professional and helpful even though it was on Zoom. Thank you for choosing Estate Planning Solutions.
Thank you Heather Higgings for giving me peace of mind with my will.
Heather made it very simple to understand. Was very patient and professional. A great non stressful experience. Thank you .
10 de mayo de 2024
Respuesta de Estate Planning Solutions
Thank you for your positive 5 star feedback. We are delighted to hear you found the process stress free. Thank you for choosing Estate Planning Solutions it was our pleasure to assist you.
Respuesta de Estate Planning Solutions
Thank you for leaving us your feedback. We are pleased you found our service good and your consultant was able to provide you with all the necessary information. Thank you for choosing Estate Planning Solutions.
We chose Estate Planning Solutions…
We chose Estate Planning Solutions after attending the meeting at the Cottons Hotel. We are using the services of Paul Dodsworth. Paul has been very helpful when he has visited us. Everything is being done in a very professional manner. We would certainly recommend Estate Planning Solutions.
26 de abril de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thanks you for taking the time to leave us your feedback it is much appreciated. We are pleased to hear you have found our service professional and our consultant Paul helped you every step of the way. Thank you for choosing Estate Planning Solutions.
Estate Planning Solutions was excellent
Estate Planning Solutions was recommended to me by a friend and I contacted the lady I delt with from then on. She had very good social skills and was very good at presenting the will writing package to me. I have only praise for the way she manoeuvre through the sequence of events to the final signing.
I am considering using the same company to set up a trust for my house and also for my daughter to have them on record to handle probate and similar.
24 de abril de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us a 5 star review and your fantastic feedback. We are so pleased you found our consultant Heather very helpful and she was able to assist you most effectively with your estate planning. Thank you for choosing Estate Planning Solutions.
Nadine Abrahams
Nadine Abrahams,
She was clear and concise and very easy to deal with. Nadine gave us confidence in what we were doing.
John Graham
19 de abril de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review and your fabulous feedback. Nadine will be pleased to hear you found her advice clear and concise and that she gave you every confidence in your choices. Thank you for choosing Estate Planning Solutions.
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review, we are pleased to hear you felt everything was explained to your satisfaction. Thank you for choosing Estate Planning Solutions.
Fantastic personal and professional service
We had a personal recommendation from a friend who had used the services of Paul Dodsworth. From the very first contact Paul was professional, friendly and took time to explain all the options we had in plain English and with no pushy sales waffle. Paul came to us at our convenience and we found the whole experience from start to finish excellent and would highly recommend. Getting organised about such matters is often something you put off - too hard, too complicated etc. but having someone walk you through it meant we finally got it sorted!
16 de abril de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for leaving us such a glowing review, Paul will be over the moon to hear your comments. We strive to provide the best possible service to all of our clients and it is nice to hear when we have successfully achieved a clients desired result. Thank you for choosing Estate Planning Solutions it was our pleasure to assist you.
Very professional service
Very professional service and Paul explained everything clearly for us to help us make the correct decisions for our needs.
8 de abril de 2024
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us a 5 star review. We are pleased that our consultant Paul was able to assist you in making the right decisions for your circumstances. Thank you for choosing Estate Planning Solutions.
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you leaving us your comments and glad you found our service professional it was our pleasure to assist you with your estate planning.
Fell at the first hurdle
Fell at the first hurdle, thought someone would call me to explain a little about a power of attorney before setting up a call with my parents who require PoA for, but never received this call. When I asked why this was the case, I was advised the call was just to set up an appointment with my parents, that if I wanted information in the meantime, I should on the government website. This company seems to lack foresight in its customers needs. I say this because i advised them that my father may lack capacity, and may be confused about the appointment, but to mitigate against this i could talk to him first.My question is, why would you tell customers to look on the government website for information about PoA when that's why they have come to you. I feel like you have really missed the point here. What ashame, just relieved I didn't instruct you to deal with this matter.
22 de marzo de 2024
Opinión espontánea
Heather and the office team guided us…
Heather and the office team guided us through the whole process. Very professional services
7 de marzo de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review and for choosing Estate Planning Solutions. We are so pleased you found our service to be professional and we were able to guide you through the whole process.
Estate Planning Trust Package
Friendly, knowledgeable personnel with excellent supporting documentation. The “Trust Package” purchased was delivered in the manner described well within the time period stated.
1 de marzo de 2024
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback, we are pleased to hear you found us friendly, knowledgeable and professional. It was our pleasure to assist you with your estate planning.
Professional and clear to the point
1 de marzo de 2024
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. Your feedback is much appreciated and we are glad you found our service professional and clear. Thank you for choosing Estate Planning Solutions.
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are happy to hear you felt our communication was good and our advice helpful. Thank you for choosing Estate Planning Solutions.
I have no regrets using Estate Planning…
I have no regrets using Estate Planning Solutions. I appreciated the assistance of my Senior Consultant, Mr Phil Ogden, who from our initial appointment to signing off, was professional, informative, and a delight to work with. I fully trusted my personal matters in his hands.
16 de febrero de 2024
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are so pleased that you found our service to your liking. We will pass your comments on to our consultant Phil who will be pleased with your glowing review. Thank you for choosing Estate Planning Solutions.
Seamless process from start to finish
Seamless process from start to finish. All our needs net.
16 de febrero de 2024
Respuesta de Estate Planning Solutions
Thank you for your 5 star review, we appreciate you taking the time to leave us your feedback. We are pleased to hear your needs were met and you enjoyed a seamless journey with us. Thank you for choosing Estate Planning Solutions.
They made it very easy and explained…
They made it very easy and explained everything I would always recommend them. They are always there for you.
16 de febrero de 2024
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback it is much appreciated. We are pleased you found our service to your liking and found everything was explained clearly and made easy for you. Thank you for choosing Estate Planning Solutions.
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