Reviews

After a quick phone call in the afternoon, I had an information booklet and confirmed appointment by the next morning. Their efficiency impressed me right away. My advisor arrived on time and was professional. He didn’t just sell services; he listened to my goals and clearly presented different options, discussing pros and cons tailored to my situation. He explained the rationale behind each option, empowering me to decide at my own pace. He highlighted the crucial role of Lasting Power of Attorney, often overlooked until it’s too late. This prompted me to encourage my loved ones to get their affairs in order. They went beyond expectations.

Clarke & Wright made writing my will surprisingly smooth and positive. Friendly and clear explanations, efficient process, and most importantly, peace of mind. Highly recommend!

The consultant (Graham) was friendly and knowledgeable. We’d been putting off doing our Wills for ages, and it’s a weight off my mind now they’re done. Good service at a fair price.

No-one likes to think about writing their will, but it’s one of things that is vital to get done ASAP, no matter what age you are. I found that they helped with every stage of the process from opening my eyes to the issues involved at one of their free workshops (there’s more to it than you might think) to guiding me through the process compassionately, drafting the document and then storing it safely for me. It has brought me peace of mind.

They have helped my husband and myself to put our estate in order in a very charming and professional way. I recommend to all, to contact them and find out so much that is not normally known, even if you do not go further. They will advise you without any pressure and the sooner the better.

Excellent advice and support from all staff with what could be a very difficult thing to do.

Special thanks to Lee who went above and beyond.

Very well presented. Easy to understand

The seminar was very well presented with good, clear information delivered professionally. I would recommend attending if you are seriously thinking about how your estate will be affected by possibly unforseen later life circumstances and how you can best safeguard your assets for you and future generations. I will be following up the advice given with a view to getting a number of measures in place.

Very good presentation highlighting the key pitfalls and issues with Inheritance Tax Planning under the current environment with an ageing population and expensive care costs . Good opportunity to ask questions also.

Well worth attending if only went sooner could of saved huge inheritance tax bill. Lots of tips about planning for your loved ones and yourself

The meeting was well planned,very concise,and well presented.

Quite a few financial surprises ,on just how much tax we give the government!!

Because of my personal circumstances,it is very likely I shall be using this companies services

What a fantastic seminar this was! I never thought I would say that when learning about estate planning.

So informative and the information was presented very clearly and concisely along with the odd joke or two thrown in by Graeme.

I attended with my dad and my sister and the detail was very useful to all of us, it has certainly urged us to leap into action. We will be making an appointment for a free initial review with them in the very near future.

An excellent presentation. Friendly, informative and useful

An honest and mature presentation, covering many subject areas. Doesn’t give all the answers (how could it?!) but motivates you to take action. Will certainly be following up

A very informative Seminar that covered a lot of ground in a short space of time.

The Speaker, Graham Lossley delivered the information in a very ‘user friendly’ way and was also very amusing which definitely helped us to absorb the content.

Clearly Trust Planning is an absolute must and the message was clear that they could handle all aspects in a professional and cost effective way but there was no big ‘hard sell’ which was appreciated.

I will follow up with them more personally to explore several avenues in more detail.

Would definately recommend to others.

I enjoyed the presentation given, the only problem is that although it answered many questions, it seemed to also raise more. But that is a good thing because they are questions that I didn’t know I needed to ask. I’m sure I am wiser even if it is to realise I need to seek advice.

Found semina very interesting have asked for a home visit to discuss options for my estate.

A very well spent morning covering many aspects of estate planning with no pressure to buy

I thought it was a very well thought out presentation and pleasingly covered all the areas we had questions about.

A very informative and useful presentation.