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.
Brilliant and informative
Brilliant and informative. Lots learned through clear relatable examples. Would highly recommend to anyone and everyone. Why lose more of your hard earned assets than you have to! No pressure to buy into anything just helpful information to enable you to make informed decisions about where and who you want your assets to go to and making you aware of current legislation and the unknown risks if you don’t have adequate protection.
Very good presentation -easy to…
Very good presentation -easy to understand and follow
A well spent two hours of our lives!
The recent seminar meeting was very well presented, extremely professional, very informative and ran to schedule. The venue was a well chosen location. The 3 members of the team were very helpful indeed.
My wife and I should be implementing a lot of what was explained. We are looking forward to our next meeting with them personally
Very informative seminar
Very informative seminar. Gives good insight into issues which often people don’t think about until its too late. Personally experienced problems from past generations regarding care funding, lack of control because of no power of attorney and unnecessary payment of IHT. Pleased to know that steps my wife and myself have taken put us in the best possible position to resolve these points but still have to action our Funeral plan.
My advice to everyone is to attend a seminar such as this. Excellent FREE advice.
A very honest and thought provoking…
A very honest and thought provoking seminar.
Very informative
Very informative, a bit too much to take in.
Very informative and thought provoking
Very informative and thought provoking. Very of the moment in estate planning. Good venue and good presentation
Morning Seminar 25/9
Very informative & helpful, I have a plan but wasn’t sure of some aspects of it and the seminar has given me answers.
Extremely informative
Extremely informative, professional and well presented. Best 2 hours I have spent in a long time.
Excellent presentation and thought…
Excellent presentation and thought provoking. Will have to absorb and consider options.
Well delivered and very informative
Extremely helpful and clear…
Extremely helpful and clear presentation covering a number of important issues.
Estate Planning Seminar
I went with my partner to one evening It was very informative and we learnt a lot. We wanted to arrange a meeting with one of the consultants and the office has been very helpful in making this happen. I will update the review after our meeting.
Very informative and not at all pushy
Very informative and not at all pushy. I wil be making a review to get more bespoke information
Clear and easy to understand…
Clear and easy to understand presentation . Brought plenty of information away to think over !!
Very clear presentation of a complex…
Very clear presentation of a complex subject, delivered with understated humour.
As there are many facets covered in a short time it is difficult to remember even broad details when you get home. It would be very helpful a short summary of the various topics covered is given at the end so that we can review them whilst deciding future action.
Extremely helpful and full of helpful information
Extremely helpful, knowledgable seminar- very professional and we have recommended a friend books up to go to you as well
Finacial planning
Clear, concise explanation of the current Tax situation for all types of Family. No pushy sales pitch, just good solid fact with clear examples of what can happen with no planning and wills and then with plan are put in place. All legal and can provide for all aspect of financial outlays including Care home fees
will be looking to get free review before 2019 election.
Very uncomplicated advice
Very uncomplicated advice. Very thorough.
Presented in an easy to understand…
Presented in an easy to understand manner. very informative and helpful