Bluebond Group レビュー 

121
•
TrustScore 5段階評価の4.5

4.7

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5つ星のうち5の評価

As a free resource these webinars are unbeatable. My only comment is that the webinar is too long; participant questions need to be filtered to remove those that can be answered easily by watching... もっと見る

企業が回答しました

5つ星のうち5の評価

We’ve been BlueBond clients for several years now. Charles and his team have provided everything we have needed to understand and navigate through the complex territories of IHT and Estate Planning. B... もっと見る

企業が回答しました

5つ星のうち4の評価

Excellent content - only minor negative is I feel could have been delivered more concisely in a shorter time if points hadn’t repeated so much. But overall excellent content from someone who has great... もっと見る

企業が回答しました

5つ星のうち5の評価

Very useful and well explained free webinar around how to best navigate IHT and Estate planning. I feel much better informed around this topic and how to take the next steps. I recommend this webinar... もっと見る

企業が回答しました

企業情報

  1. ファイナンシャル プランナー

当該企業による記述

We are a firm of Inheritance tax and estate planning specialists with 20 years experience. We provide a one-stop full advice and implementation service to solve your IHT and other financial planning issues. We deliver legal, Tax, and financial planning accountancy services in one group of companies to ensure you have a cohesive and comprehensive plan to meet your needs


連絡先

4.7

優良

TrustScore 5段階評価の4.5

121件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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4.7

すべてのレビュー

(121)

過去12か月のレビュー数: 34件

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Trustpilot に参加している企業は、インセンティブを提供したり、レビューを非表示にするためにお金を払ったりすることは許可されていません。レビューはレビュアーの個人的な意見で、Trustpilot のものではありません。詳細はこちら

5つ星のうち5の評価

Excellent webinar

Excellent webinar. Charles is very knowledgeable and is happy to pass that knowledge on. I learned a lot and it’s so nice to listen to someone who is at the top of his game.

2025年8月30日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hello Richard, thrilled to hear that you enjoyed the webinar and that it was informative. Thank you for the kind review.

5つ星のうち5の評価

Excellent

I'm an ex financial advisor but found the information given during the free webinar excellent, engaging and bang up to date. I didn't know how much I didn't know! I will certainly be contacting Bluebond for more specific advice.

2025年8月30日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Glad you enjoyed the webinar Martyn, and thank you for taking the time to leave such a positive review from someone who was a trained and qualified financial adviser!

5つ星のうち5の評価

Excellent

Excellent, Very well presented.

2025年8月16日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thank you for the positive review, glad to hear you enjoyed the webinar.

5つ星のうち5の評価

Excellent speaker with great depth of…

Excellent speaker with great depth of knowledge. Very engaging.
Look forward to seeing & hearing more of his talks and get advice from Charles and his team. 🙏

2025年8月16日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thank you for taking the time to leave this positive review Anil. Looking forward to helping you reach your goals.

5つ星のうち5の評価

Highly recommended

Great sensible, straightforward presentation on a range of complex issues. Highly recommended

2025年8月16日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thank you for the review and recommendation, it helps others find the webinar who may also find it useful.

5つ星のうち5の評価

Enjoyed & understood the process

The Webinar was Well Presented , easy to follow & with out any complicated jargons
WELL DONE JOB

2025年8月2日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thank you for taking the time to leave a review Mukesh, very happy to hear that you enjoyed the webinar.

5つ星のうち5の評価

Excellent Webinar

Excellent webinar! Charles is full of knowledge on how to retain your wealth within your family and how to reduce inheritance tax.
The webinar made me realise why you need an expert firm to deal with your wealth and inheritance problems.

2025年8月2日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Jayprakash, thank you for taking the time to leave such a positive review, it is appreciated and also helps others find the webinar in the future.

5つ星のうち5の評価

Helpful webinar

Helpful webinar outlining the complexity of estate planning and the need for individual advice.

2025年8月2日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Glad to hear that you found the webinar useful Sue. Thank you for taking the time to leave a review.

5つ星のうち5の評価

Informative and interesting

Informative and interesting. Good explanations of complex issues

2025年8月2日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hello Paul, glad you enjoyed the webinar and thank you for leaving a review.

5つ星のうち5の評価

The webinar was very informative

The webinar was very informative, clarifying complex issues associated with estate planning. Charles seems to have encyclopedic knowledge on estate planning answering varied questions from the audience. Along with the large video resource, I've not found another company that covers the area so clearly and thoroughly.

2025年7月19日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Rob, thank you for taking the time to leave a review. I am glad that you found the webinar and resources useful.

5つ星のうち5の評価

Save your hard earned money

Due to changes in law specially govt's intention to tax your hard earned savings and esate it is very important to know how to save these for your old age and children.
Thaese seminars addresses these question.

2025年7月19日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thank you for leaving your review Veena, it is appreciated by us and hopefully helps others who are considering attending the webinars.

5つ星のうち5の評価

The free 2 hour webinar

The 2 hour webinar was excellent. Gave a lot of insight, interesting facts.
Would recommend.

2025年7月19日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thank you for taking the time to leave us a review, glad you found the webinar useful.

5つ星のうち5の評価

Excellent Guidance

Excellent range of videos covering a wide breadth of topics in depth, backed up by very informative webinars and an excellent personal response service providing guidance to specific personal questions. All for no charge and with no pressure to commit to paid-for advice. Charles explains complex issues very clearly and openly and engenders confidence and trust.

2025年7月5日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi David - Thanks for the glowing review - it is appreciated and I hope it helps other people see the benefits of our services

5つ星のうち5の評価

IHT WEBINAR REVIEW

Excellent delivery and explained very clearly . Content is easy to understand.Feel more knowledgable now and very worried about IHT

2025年6月28日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Mrs Shah - Please don't worry. 19 out of 20 clients end up paying Zero in IHT and so the problem is solvable by taking action

5つ星のうち4の評価

This review is primarily of my advisor Joe Tardi

This review is primarily of my advisor Joe Tardi, after onboarding as a client, excellent 5 star, and of the webinars of which I have attended several, 3 star, so average 4. 3 star does not mean bad, it means good with scope for improvement, so should be accepted in the spirit in which offered. Albeit only guidance, I think the webinars and firm's initial advice letters and approach to client service generally could be better, if they followed more of the attributes that Joe displays, that I will pick up separately if the firm's management wishes.

5 = excellent - outstanding. I find Joe to be very knowledgeable on IHT and related planning issues, personable and pleasant to deal with, willing to research issues, not giving of quick but poorly thought through answers, willing to debate and be challenged, and patient with the older generation on the firm's extensive use of technology, so well deserving of five stars.

2025年6月23日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Ak - Thanks for your honest review. Please bear in mind that the initial advice letters are NOT advice but guidance, and so deliberately do not enter into detail. They are to point out the fees and the areas of advice for consideration. Advice is only delivered after we understand you personally on a much more in-depth level.

5つ星のうち5の評価

My second webinar, and well worth the time

My second webinar, and there was some very useful input to add to what I'd learned previously. I agree with another reviewer that some filtering of questions could make it shorter and more concise (not Charles's fault, but some attendees hadn't appreciated the protocols for question types). As a free introductory webinar this is an excellent resource.

2025年6月21日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thanks Andrew. Despite clear guidance as to how to ask questions people skim over stuff. It good that you point this out to other people

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