Reviews
Our reviews come from two places, and both are shown in full on this page.
- Google — left on our Google Business Profile by anyone with a Google account. They are public, and we cannot edit or remove them.
- This website — left through the form on our own site. We keep it open because plenty of our clients do not use Google and we did not want to shut them out. Submissions are checked for spam before they appear.
The totals below add the two together and update on their own as new reviews come in.
Been to one of our seminars, or seen one of our consultants? Leave us a Google review, or write one here if you would rather not use Google.
Google reviews
Reviews left on our Google Business Profile. The score and count below come straight from Google and refresh automatically.
Website reviews
Reviews left directly on this website, going back to 2019. Useful if you do not have a Google account.
The presentation and venue was good but…
The presentation and venue was good but I found a few contradicting answers from my previous advice by a solicitor so will need to research into more and get a 3rd opinion maybe before actioning my will, LPA and trust
IHT & estate planning
Presentation was clear and concise and in layman’s terms. Very good information evening.
Very informative,so you know where you…
Very informative,so you know where you stand with your inheritance,not a hard sale it’s up to you keeping you up to date with the latest legislation.
Good event but vague on details
Very informative
Very informative – no pressure to buy products – recommend
i found the seminar very informative
i found the seminar very informative, it threw up a lot of questions about estate planning that i had never thought about and i went away with a view to sort out my affairs
Trust me I’m a professional
Excellent presentation
Covered numerous topics
Food for thought as further in-depth knowledge required
Very informative!
A great informative evening
A great informative evening. Really well presented and explained in a simple format.
very useful information
very useful information , with a bit of fun added to the meeting.
a well presented seminar and informative
Excellent seminar
Excellent seminar. Very informative and helpful. Have booked free review meeting.
Matters well explained in good details.
Very informative and detailed…
Very informative and detailed information.
Very informative
A Very Worthwhile Presentation Done In Simple Language To Understand!
A very informative presentation done in a very down to earth way! The humour added made the experience very enjoyable but enabled me to understand what was being said very easily!
The speaker was very knowledgeable but explained things so well in order to allow everyone in the room to grasp what he was saying!
Thank You as I am going through everyone’s nightmare looking after my husband, a retired police officer who had a stroke at 59 and now has dementia! It has made things a lot clearer for me and my family!
Not to be missed opportunity.
Valuable, priceless information presented in a straight-forward way.
Expected to be pressured into proceeding with services offered, but did not happen. If you get the opportunity to attend a presentation do not delay – and take your friends – you will not regret it.
useful for everyone over 40
Topics were quite broad so something for everyone’s circumstances. Presenter was very good ..easy on the ear!
Very informative session
Very informative session, without any hard sell. Gave me food for thought and dispelled some myths.