Reviews

I was skeptical and not looking forward to attending. When I saw it was two hours long I thought I would be board and it would send me to sleep. But I was pleasantly surprised as the time went quickly. It was very informative and I am so glad we attended and I await you contacting us in the near future.

Thank you

Mark Phillipson

Good interesting seminar, the only bit I didn’t like at all, was the ‘dissing’ of the competition, I feel unprofessional and offputting, just simply sell your services and value for money rather than telling out of date Bank Trustee fees…I know personally a number of banks (having looked into this) are much cheaper than the average you stated.

I also felt its ironic that at the start of the presentation you mention the rich getting away with loop holes in the tax system and HMRC stopping / changing this, then presenting what many would say are ‘other’ loop holes via trusts that you promote.

Good that the fees were transparent, albeit I felt very expensive still.

interesting seminar, learned some things I didn’t know.

Excellent presentation with very helpful and knowledgeable staff.

We went to the seminar in Long Eaton it was very Informative and well presented. Now waiting for an appointment date

Excellent presentation which was easy to understand. No pushy sales pitch, lots of opportunities to ask questions, a nice friendly team.

A lot of good information presented simply with impact and in a fun way, highly recommend anyone to attend

Professional and very useful. Went as a bit of a sceptic but left as a fan. Certainly picked up some ideas we had never known before which could prove very useful financially. No hard sell at all. No pressure to buy their services

Highly recommend to ordinary folk, business folk and landlords.

Thanks for informing me of all of the information I knew and didn’t know.

Excellent and eye opening presentation without the hard sell.

Very informative presentation delivered brilliantly by an extremely competent and knowledgeable gentleman.

If there is someone out there who has better knowledge of this subject I would be staggered!

I am in a contradictory position, in that I disagree with tax avoidance and we should all pay fair taxes, yet I don’t feel I should subsidize the wealthiest people who appear to pay no inheritance taxes. I feel that there is good advice to be had to save one’s tax bill on an individual level and they gave me good pointers to follow up.

This was a very informing seminar, the most relevant information for me was the information received regarding my rental property portfolios.

Also all other information was correctly given by their presenter.

All the staff were friendly and helpfull with no pressure selling. Looking forwards to our next meeting.

very informative

Professional seminar detailing the main topics.

Really informative and entertaining presentation. Wish I had known of this service before!

A very informative evening, no hard sell whatsoever.

Will be using their Services in the future.

I had been thinking about a new will and estate planning for some time, the Seminar was an excellent stimulus, in which Graham Loosely covered most of my concerns. The follow up home visit was friendly and professional and it was no trouble for Graham to explain things in simple terms for me to understand. I subsequently used them to draft a new Last Will and Testament, Lasting Power of Attorney, Equity Release Contact and Funeral Plan. I would fully recommend their service and appreciated the no pressure approach of the whole team.

Excellent presentation. Learned so much more than we anticipated. Very useful.