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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Kindness competence & efficiency
26 de octubre de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you taking the time to leave us your feedback and it was our pleasure to assist you with your estate planning. Thank you for choosing Estate Planning Solutions.
For inheritance planning look no further than Estate Planning Solutions
I have used EPS for over 5 years to organize my inheritance planning. They provide a comprehensive service for future inheritance planning that includes experienced advisers, storage solutions for essential documents and administrative processes that makes it easy for clients to put things in place. I recently updated my Will. I received sound advice to make adjustments taking into account my current circumstances. Without the expert advise from Martin Cotton I would not have considered these changes myself and disadvantaged my family. Once the details had been agreed everything was completed digitally and communicated via email. I have referred many of my friends and family and would highly recommend this company.
13 de octubre de 2023
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are honored that you found our service so invaluable and we have been able to assist you on more than one occasion. It means a lot to us to receive such fantastic comments from a satisfied client. Thank you for choosing Estate Planning Solutions.
Good all round service.
13 de octubre de 2023
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. We are pleased to hear you found the service from Estate Planning Solutions to be good and we thank you for your business.
Phil Ogden was very helpful!
Phil Ogden was very helpful as I wanted to set up a Discretionary Trust and do POA’s.
13 de octubre de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We are pleased that we were able to help you with your estate planning and that you found our consultant Phil Ogden so helpful. We appreciate you taking the time to leave us your feedback.
Phil Ogden was very professional and…
Phil Ogden was very professional and friendly explaining everything in a manner which was easy to understand. He guided me through reviewing the things my husband and I had put in place with him a few ago and advised on changes that I could make as my husband has recently passed away. He made the whole process seamless.
3 de octubre de 2023
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for your feedback and for leaving us a 5 star review. Phil will be extremely pleased to hear your wonderful comments and we are happy to hear you found him so helpful. Thank you for choosing Estate Planning Solutions.
Fantastic from start to finish
Fantastic from start to finish. Everything explained really well. We had Wills and both Powers of Attorney done. We had a lovely lady called Pippa sort ours. She was fabulous. We have recommended her to everyone we know. Very affordable too. Brilliant service.
22 de septiembre de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to give us your feedback. Pippa will be very happy that you found her service efficient, friendly and professional, it was our pleasure to assist you.
Praise for Estate Planning Solutions.
Estate Planning Solutions have done a great job updating my will. Professional and thorough, they kept me informed at all times. I have nothing but praise for how they managed the process efficiently and speedily.
7 de septiembre de 2023
Respuesta de Estate Planning Solutions
Thank you for your wonderful feedback and for awarding us 5 stars. We are so pleased that you found our service efficient and professional. We thank you for choosing Estate Planning Solutions, it was our pleasure to assist you.
A very efficient professional experience
7 de septiembre de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to give us your feedback. We are very happy that you found our service efficient, friendly and professional, it was our pleasure to assist you.
Agent came to our home she was…
Agent came to our home she was efficient friendly and engaging.
31 de agosto de 2023
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback we appreciate you awarding us 5 stars. We are pleased that you found our consultant to be both efficient and engaging. Thank you for choosing Estate Planning Solutions.
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 be efficient and all your needs were met.
Talking to the representative who…
Talking to the representative who explained everything slowly and carefully .
31 de agosto de 2023
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. We are happy you found our representative explained things carefully to you.
The advisor was very understanding and…
The advisor was very understanding and made the legal jargon very understandable. He was also available to answer questions either by email or on the phone
22 de agosto de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review. We appreciate you taking the time to leave us your comments and are pleased to hear our consultant was able to help and advise you in a clear and understandable way. Thank you for choosing Estate Planning Solutions.
Phil Ogden went above and beyond when…
Phil Ogden went above and beyond when we needed clarification on points relating to our family trust.
He replied to our queries quickly and also provided essential information which will have a direct impact on my parents future wellbeing.
Thank you Phil
22 de agosto de 2023
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback, Phil will be pleased to hear you found his assistance and advice so helpful. Thank you for giving us 5 stars and for choosing Estate Planning Solutions.
Absolutely a five star rating… From…
Absolutely a five star rating… From start to finish super helpful, great attention to detail, with timely communication & useful easy to understand information. Competitively priced and therefore really good value for money. I would highly recommend their services.
17 de agosto de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review and your fantastic feedback. It is always so good to hear such positive comments from a client and we are glad you found the service good value for money. Thank you for choosing Estate Planning Solutions, please do not hesitate to contact us in the future should you require our help again.
Nadine was very helpful
10 de agosto de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 4 star review, Nadine will be pleased to hear you found her to be helpful. Thank you for choosing Estate Planning Solutions.
From start to finish I was informed of…
From start to finish I was informed of everything that was required.
10 de agosto de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review, we appreciate you taking the time to leave us your comments. We are pleased to hear that you felt informed on every step of the process and it was our pleasure to assist you.
Very helpful all good
10 de agosto de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review and for choosing us to help you with your estate planning. We are happy to hear you found our service very helpful and were satisfied with the result.
Nadine explained everything if we were…
Nadine explained everything if we were not sure about anything she took us step by step through all very professional and nothing was to much trouble would highly recommend
9 de marzo de 2023
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for taking the time to leave us your feedback. Nadine will be pleased to hear you found her assistance professional and to your liking. Hearing that you would recommend us means a lot. Thank you for choosing Estate Planning Solutions.
Very helpful
27 de julio de 2023
Respuesta de Estate Planning Solutions
Thank you for leaving us a 5 star review it has been our pleasure to assist you with your estate planning.
Thank you to Phil Ogden and the team
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 through the different steps, allowing us to be less fearful about the whole thing. We loved Phil's friendly and professional manner. Meetings were done via zoom which was really convenient. It is a costly legal process but well worth it.
5 de junio de 2023
Opinión espontánea
Respuesta de Estate Planning Solutions
Thank you for your fantastic feedback and for leaving us a 5 star review. We are so pleased that you found our service agreeable to yourselves. Phil will be happy to hear that he managed to make things easier for you. Thank you for choosing Estate Planning Solutions.
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