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.
Very well presented and interesting
Very well presented and interesting facts about the different types of policy to look into
Nicely paced and informative
Nicely paced and informative. Broad coverage of estate planning from wills to trusts.
Very important informative seminar
Very important informative seminar a real eye opener. Will definitely call to make appointments to get my affairs in order and more important protect them for my sons
Excellent presentation
Excellent presentation. Very informative
Well presented and informative
A very interesting and informative…
A very interesting and informative speaker, worth attending the venue.
very helpful and have a long to do list
Excellent presentation
Excellent presentation, clear and engaging on some very important topics.
Very informative presentation
Very informative presentation and a touch of humour made it interesting
Clear
Clear, concise and amusing not to mention educational
Clear
Clear, concise and relevant information provided in manner easy to understand.
An excellent and informing presentation on planning for later life
An excellent and informing presentation without any hard sell.
Highly recommended.
Pointed out to me the complexity of …
Pointed out to me the complexity of estate tax management
Great presentation well performed and…
Great presentation well performed and very good information provided
This was a very informative seminar
This was a very informative seminar. In short, it did precisely what was advertised without any pressure to take anything further.
Thank you
good presentation, no hard sell
I went to a presentation and I found the talk to be clear and seemed based on a deep understanding of applicable law.
I haven’t signed up to have any work done YET but am likely to do so in the future.
Seminar Later Life Planning at Bar Hill, Cambs.
Excellent presentation in a good location – apart from traffic chaos in the area!!! Very good, audible speaker, and question time was helpful.
The coffee at the beginning was great, but at the interval was only lukewarm.
Fantastic! Very very informative and makes you really think!
I attended this seminar and came away from being totally informed and ready to make some fundamental changes in my finances and how they are looked after. It was very very informative and presented very well, not pushy or trying to get you to sign up for packages which were a relief as I don’t like that style of marketing.
A very good overview of possibilities
A very good overview of possibilities. I will now look to change will etc.
Very informative talk given by Graham
Very informative talk given by Graham loosely
Covered a wide range of areas that I would never have thought of.