Leonie provided me with a great service. She made everything very clear and understandable. She took plenty of time explaining everything to me. I would highly recommend her to anyone.
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The gentleman who visited us at home was friendly and professional. There was no hard sell. He did his best to explain the process in easy to understand terminology. We had to ring a couple of times... ãã£ãšèŠã
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All of my family cannot praise and thank Heather at Estate Planning Solutions enough!! Myself and my parents have been given help and advice when writing our wills and preparing for our future with p... ãã£ãšèŠã
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Did what was asked in rewriting wills. Unfortunately I felt that because the service was included in the yearly charge we were rushed and when I rang for advice I felt I was being a bother and I only... ãã£ãšèŠã
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Helping You Protect and Preserve Wealth For Your Loved Ones. Estate Planning Solutions are here to help our clients and their families to maximise the inheritance for the people they love, ensuring their estate goes to the right people, at the right time, and in the right way. We provide professional, qualified estate planning services, including Wills, Will Trusts, Lifetime Trusts and Lasting Power of Attorney. Our priority is to deliver a personal, reassuring and reliable experience, leaving you safe in the knowledge those you care for have everything they need once youâre gone. We help create ultimate peace of mind and aim to make life as easy as possible for you and your family.
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Second Floor, Chadsworth House, Wilmslow Road, Handforth, SK9 3HP, Wilmslow, è±åœ
- 0800 781 6658
- enquiries@estplan.co.uk
- estplan.co.uk
4.8
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Highly recommended
The whole process was made so simple and straightforward . I was kept informed throughout all the stages and it felt very personal and friendly
2026幎4æ29æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. We are pleased you found our service straightforward and felt informed throughout the process, it was our pleasure to assist you. Thank you for choosing Estate Planning Solutions.
Estate Planning Solutions ããã®åç
Thank you for taking the time to leave us a review, we are pleased you found everything easy to complete. Thank you for choosing Estate Planning Solutions.
EPS has a will and trust service that is second to none
Pippa is a star: Excellent at conveying the relevant information with clarity and honesty. Sensitive to all sorts of issues that emerge during the consultation and went above and beyond with respect to (a) empathy with my situation and (b) flexing around my specific requirements. I am now recommending Estate Planning Solutions to all my friends (though of course, no one really wants to think of these things⊠I remind them that it is necessary- death comes to us all - so one may as well be proactively organised in order to help our loved ones as much as possible during the time they may be struggling the most). Pippa is THE BEST and I am grateful/ reassured by her service!
2026幎4æ1æ¥
Estate Planning Solutions ããã®åç
Thank you leaving us a 5 star review. We really appreciate your feedback and our consultant Pippa will be pleased to hear she was able to help you so effectively. Thank you for choosing Estate Planning Solutions.
Good and reliable
Phil was always reliable and on time to each appointment we made.
He went through all information in great detail and always made sure we knew and understood.
2026幎4æ1æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us your feedback. We are happy to hear that you were satisfied with the service received and our consultant Phil Ogden was able to assist you effectively. Thank you for choosing Estate Planning Solutions.
Personal service and very satisfied
Personal service and very satisfied. Staff very helpful and explained everything .
2026幎1æ14æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. We are pleased you were happy with our personal service and you found all of our staff to be helpful. Thank you for choosing Estate Planning Solutions.
The representative Heather Higggins wasâŠ
The representative Heather Higggins was excellent.
2026幎3æ4æ¥
Estate Planning Solutions ããã®åç
Thank you for taking the time to leave us your feedback. We are pleased our consultant Heather Higgins was able to help you effectively. Thank you for choosing Estate Planning Solutions.
Everybody was polite
Everybody was polite, all the steps were fully explained from start to finish
2026幎3æ11æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. We are pleased to hear you felt everything was explained clearly to you. Thank you for choosing Estate Planning Solutions.
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. It was our pleasure to assist you with your estate planning.
Great advice and very helpful andâŠ
Great advice and very helpful and approachable advisor.
There was a small issue in that a page had been missed which had to be sent,signed and returned separately.
2026幎2æ25æ¥
Estate Planning Solutions ããã®åç
Thank you for taking he time to leave us your feedback. We are sorry that you had a small issue with a missing page and can only apologise if this caused any delay in your case. Thank you for choosing Estate Planning Solutions.
Everything went well
Everything went well, staff were helpful, knowledgeable and friendly, replied quickly to any queries.
2026幎2æ25æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. We are pleased you found our service and staff to your liking. Thank you for choosing Estate Planning Solutions.
The clarity and help I received fromâŠ
The clarity and help I received from Phil Ogden
2026幎3æ4æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. It was our pleasure to assist you with your estate planning.
Overall a great company and service
The staff were great and they were very knowledgeable. The process of creating a will was explained well to me and I had a very good experience creating my will and any communication with them was handled well.
2026幎2æ25æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. We appreciate you leaving us your feedback and are happy that we were able to make your experience with us a good one. It was our pleasure to assist you with your estate planning.
Sound solid advice followed byâŠ
Sound solid advice followed by efficient preparation of Wills
2026幎2æ18æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review, it was our pleasure to assist you with your estate planning.
Explained full process
Our consultant explained the process to us and was able to assist with all our questions.
2026幎2æ4æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us your feedback. We are pleased our consultant explained the process to you effectively and were able to answer all of your questions. Thank you for choosing Estate Planning Solutions.
WILLS
The experience was hard work at times, didn't think the agent was very good, he didn't explain the process very well, I was getting emails saying they can't continue until we pay, but we hadn't even been asked for payment, so probably the agent could do with some extra training
2026幎2æ11æ¥
Estate Planning Solutions ããã®åç
Thank you for taking the time to leave us your feedback. Your comments matter to us and we will be investigating what has happened in regard to your case so we can prevent any delays from happening in the future. We apologise that you did not receive the faultless service that we pride ourselves on.
The stuff were all helpful along the⊠they certainly were and had lots of patience for my questions
The stuff were all helpful along the way guiding me through all the details. I canât speak highly enough of them.
2026幎2æ11æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. Your feedback matters to us and we are pleased that our staff were able to guide you successfully through the process. Thank you for choosing Estate Planning Solutions.
A painless process
A painless process. Two video calls with Martin in which I received excellent advice and forms were completed, a bit of proofing and then done! Very happy with the high level of service. Oh, and nice people!
2026幎2æ11æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us a 5 star review. It was our pleasure to assist you with your estate planning and we are pleased that our consultant Martin Cotton provided excellent advice.
TRUST FUNDS DO YOUR HOMEWORK.
If your plan is to take out a trust fund i would advise you to look into the cost of all the extras. We have ended up paying just less than£6,000 .
They use Royal mail 2nd class which delays the process even more, also we have had emails from different members of staff, wrong forms sent to my Daughters. So all in all not the best, but we are nearly there..
2026幎2æ4æ¥
Estate Planning Solutions ããã®åç
Thank you for taking the time to leave us your feedback. We are sorry to hear that you have not been 100% satisfied with our service and we will take your comments on board in order to improve our customer relations going forward. We apologise for any delays you have experienced during the process.
Estate Planning Solutions ããã®åç
Thank you for awarding us 5 stars. We are pleased we could help you to review and update your Will. Thank you for continuing to use Estate Planning Solutions.
A friendly and professional service
A friendly and professional service, thoroughly completed with great efficiency. We can definitey recommend this company.
2025幎12æ10æ¥
Estate Planning Solutions ããã®åç
Thank you for leaving us your 5 star review. We appreciate your feedback and are happy to hear you found our service both friendly and professional. Thank you for choosing Estate Planning Solutions.
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