Pippa is a star: Excellent at conveying the relevant information with clarity and honesty. Sensitive to all sorts of issues that emerge during the consultation and went above and beyond with respect... Leggi di più
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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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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... Leggi di più
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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... Leggi di più
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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.
Informazioni di contatto
Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, Regno Unito
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
EPS has a will and trust service that is second to none
Pippa is a star: Excellent at conveying the relevant information with clarity and honesty. Sensitive to all sorts of issues that emerge during the consultation and went above and beyond with respect to (a) empathy with my situation and (b) flexing around my specific requirements. I am now recommending Estate Planning Solutions to all my friends (though of course, no one really wants to think of these things… I remind them that it is necessary- death comes to us all - so one may as well be proactively organised in order to help our loved ones as much as possible during the time they may be struggling the most). Pippa is THE BEST and I am grateful/ reassured by her service!
Good and reliable
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.

Risposta di Estate Planning Solutions
Personal service and very satisfied
Personal service and very satisfied. Staff very helpful and explained everything .

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The representative Heather Higggins was…
The representative Heather Higggins was excellent.

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Everybody was polite
Everybody was polite, all the steps were fully explained from start to finish

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Great advice and very helpful and…
Great advice and very helpful and approachable advisor.
There was a small issue in that a page had been missed which had to be sent,signed and returned separately.

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Everything went well
Everything went well, staff were helpful, knowledgeable and friendly, replied quickly to any queries.

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Overall a great company and service
The staff were great and they were very knowledgeable. The process of creating a will was explained well to me and I had a very good experience creating my will and any communication with them was handled well.

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Sound solid advice followed by…
Sound solid advice followed by efficient preparation of Wills

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Explained full process
Our consultant explained the process to us and was able to assist with all our questions.

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WILLS
The experience was hard work at times, didn't think the agent was very good, he didn't explain the process very well, I was getting emails saying they can't continue until we pay, but we hadn't even been asked for payment, so probably the agent could do with some extra training

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The stuff were all helpful along the… they certainly were and had lots of patience for my questions
The stuff were all helpful along the way guiding me through all the details. I can’t speak highly enough of them.

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A painless process
A painless process. Two video calls with Martin in which I received excellent advice and forms were completed, a bit of proofing and then done! Very happy with the high level of service. Oh, and nice people!

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TRUST FUNDS DO YOUR HOMEWORK.
If your plan is to take out a trust fund i would advise you to look into the cost of all the extras. We have ended up paying just less than£6,000 .
They use Royal mail 2nd class which delays the process even more, also we have had emails from different members of staff, wrong forms sent to my Daughters. So all in all not the best, but we are nearly there..

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A friendly and professional service
A friendly and professional service, thoroughly completed with great efficiency. We can definitey recommend this company.

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Recommended
Made the process easy to understand and guided us on what can be a difficult subject

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All good
Efficient and informative service, super prompt communication throughout the process and excellent follow up. Thank you

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