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.
Worth going.no hard sell
Worth going .No hard sell .Just leave your contact number at the end if you want to be contacted to book an appointment .Will definately be putting their information into practice
Good information lively presentation…
Good information lively presentation learnt a lot
The minefield of Estate planning expertly presented
The minefield of Estate planning, inheritance tax and wills explained very carefully and with appropriate humour.
Not boring and expertly presented.
Best 2 hours invested for our future.
Comprehensive summary of the financial…
Comprehensive summary of the financial matters that matter most to ageing grandparents. Certainly broadened our understanding and everything was clearly explained.
Informative and entertaining
Informative and entertaining. A nice change to be given good advice on law changes without a hard sell approach to get you to use their services.
Very informative and useful....
Good presentation on Financial Planning
Good presentation, very clear and concise in ‘plain English’
An excellent informative talk.
An excellent informative talk.
Spoken in layman’s terms and very helpful for future estate planning.
Writing a Will
Ian was very experienced in Estate Planning and writing a will. Gave us some great ideas to think about before we go ahead.
Very helpful and informative seminar…
Very helpful and informative seminar giving a lot of food for thought, discussion and possible action
Complex matters simply explained
A great presentation with the right…
A great presentation with the right amount of information to ask the right questions in a detailed one to one review. Definitely some thought provoking decision making to be had. Well done.
Excellent clear presentation
Very well presented. Clear information
Excellent presentation
Presenter delivered information in a manner we were able to understand and kept our attention with intermittent humour and covered all the areas we had previously researched – very good
A good presentation
A good presentation. Very professional
Clear explanations
Clear explanations, well delivered at a comfortable venue
Well thought out and structured
Well thought out and structured. Very valued advice. Well worth attending even if you have a will already.
The presenter outlined a timetable at…
The presenter outlined a timetable at the start but then didn’t stick to it.
Very informative seminar
Very informative seminar, delivered by a very personable guy (graham) in an accessible manner.
A very informative seminar with…
A very informative seminar with practical options to follow up