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 seminar was informative and very…
The seminar was informative and very interesting.
The speaker was excellent. !!!
Gave good insight to necessary action…
Gave good insight to necessary action which should be considered prior to death or health incapacity to protect family finances and inherited property
A really interesting 2 hours finding…
A really interesting 2 hours finding out all sorts of things that need to be implemented
No comment
Good information.
Very informative seminar presented in a…
Very informative seminar presented in a clear and concise manner. Everybody needs to know how to protect their family’s interest.
Very helpful seminar
Very helpful seminar. Professional lecturer and very informative.
Clear & precise information.
Clear, genuine advice provided in a simple coherent professional manner. Made me realise how important my families estate is and how much more I need to do to protect it!
Great presentation and lots to think…
Great presentation and lots to think about. Looks like my family will enjoy a more profitable future
Excellent seminar and very educational
Excellent seminar and very educational
presented lin an easy to understand format
highly recommended
A long & difficult journey to get to…
A long & difficult journey to get to but was worth it for all the information gathered.
I was really surprised how much content there was.
Much to think about & decisions to be made.
Have requested a personal review.
Taking responsibility for my financial affairs feels really positive.
Informative and worthwhile.
Very informative an excellent seminar
very good simple explanations of the…
very good simple explanations of the choices available for estate planning
Graham of Mercian Accountants
Graham is very knowledgable and up to date with the latest tax changes. He also has the gift of explaining complex tax law in easy to digest nuggets. First rate service. We chose the Platinum service and have been helped and guided through a very complex tax structure to help mitigate later life tax implications. If you are concerned about tax liabilities he is the man to see. Ricky and Simone
Great professional factual presentation…
Great professional factual presentation last night. Easy to understand from start to finish.. appreciated the Q & A being left till the end also. As you said covered most things first. Would of been s nightmare otherwise.
Well done
Very interesting and an excellent…
Very interesting and an excellent presentation
Simple delivery of complicated…
Simple delivery of complicated information, enabling everyone to understand the principles and make informed decisions
Very useful
Very useful. Covered everything that we were hoping that it would,
at a good pace.
I don't have a huge estate
I don’t have a huge estate but found it very useful to attend this seminar.
There were some things I had never thought about.
Excellent presentation
Excellent presentation. Very informative. Good speaker. Do not miss this Seminar.