Pivotal Legacy Planning レビュヌ 

161
•
TrustScore 5段階評䟡の5

4.9

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レビュアヌのコメントを芋おみたしょう

5぀星のうち5の評䟡

Paul arranged appointments that worked around my commitments, he was knowledgable and helpful; answering any questions I had. He was friendly and spoke with genuine interest. I’m pleased with the s... もっず芋る

5぀星のうち5の評䟡

We've been meaning to update our wills for decades and our son recommended Paul Hunt to assist us in the task. Ours needs proved relatively simple as no Will Trusts were required but Paul still took... もっず芋る

5぀星のうち5の評䟡

Paul Hunt , Legacy Planning Consultant,from Pivotal Legacy Planning ,Colchester was extremely professional and friendly and put us at ease. Explained everything in layman’s terms and was happy to a... もっず芋る

5぀星のうち5の評䟡

Paul explained the process clearly, answered any questions we had swiftly, and made what felt daunting before we began actually quite simple. He has a friendly yet professional manner. He explaine... もっず芋る

䌁業が回答したした

䌁業情報

  1. 法埋サヌビス

圓該䌁業による蚘述

At Pivotal Legacy Planning, we specialise in providing tailored, professional will writing service with a personal touch. We understand that discussing your future and the legacy you leave behind can be a sensitive topic, which is why we prioritise a friendly, approachable service that puts your peace of mind first. Our team of professionals is dedicated to helping individuals and families secure their assets and protect their loved ones with well-crafted, legally sound wills. Whether you're looking to draft a new will, update an existing one, we guide you through the process with clarity, compassion, and expert advice. With a focus on simplicity and understanding, we ensure that all of our clients receive a bespoke service that meets their unique needs, helping them plan for the future with confidence and ease. At Pivotal Legacy Planning, your legacy is our priority.


連絡先

4.9

優良

TrustScore 5段階評䟡の5

161件のレビュヌ

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この䌁業は最近、顧客にレビュヌを䟝頌しおいないため、レビュヌが党䜓の意芋を反映しおいない可胜性がありたす。

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4.9

すべおのレビュヌ

(161)

過去12か月のレビュヌ数: 69ä»¶

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5぀星のうち5の評䟡

Ryan made the process very easy to


Ryan made the process very easy to understand, he listened to my requests and answered any questions. He was very helpful, great communication throughout the process. A pleasure doing business with him.

2025幎2月3日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Kerryn, It was a pleasure looking after you and Ross and I am pleased you were happy with our service. Regards Ryan - Manager

5぀星のうち5の評䟡

Paul made our will writing experience


Paul made our will writing experience very simple and easy, explaining everything we needed to know and assisting us in this process. Have recommended service to our friends. Glad for peace of mind that things are in order and equipped with a greater understanding on everything this entails

2025幎1月29日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Zoe, Great to hear that you were pleased with our service and happy to recommend PLP to your friends. Thank you. Regards Ryan - Manager

5぀星のうち5の評䟡

Paul made the whole experience really straightforward and offered good advice!

Paul was exceptional in delivering a positive service and made the process of setting up our will as simple and easy as possible. He offered brilliant advice in other areas, that related to our existing insurance policies and, referred us to the relevant people to help us get the best out of our policy.
Paul was friendly and made myself and my husband feel very comfortable discussing our wishes. Thank you!

2025幎1月7日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Sarah, Thanks for taking the time to leave feedback. We've shared your feedback with Paul and the team. Regards Ryan - Manager

5぀星のうち5の評䟡

Paul made a daunting task easy and friendly


Paul was amazing at guiding us through making our Wills by putting us at ease and explaining everything in a way that didnt overwhelm us but left us in control still. We had been putting off doing our wills for a while as found the idea very daunting but Paul's personalised approach to our meetings made the whole experience so
easy. Lovely touches like remembering our Football team from previous conversations and picking up on social queues of moments that where difficult for us to do put us at ease. We never felt pressured in the first consultation to go ahead with our Wills and felt like our concerns and questions where really listened to and answered. Brilliant experience.

2024幎11月16日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Mrs T, Thanks for you taking the time to leave this glowing review of Paul and PLP. I have shared the feedback with our senior management team and the wider group. Regards Ryan - Manager

5぀星のうち5の評䟡

Paul made completing our will very


Paul made completing our will very simple and stress free. He made the whole process less daunting and very straightforward explaining every step and I am happy that everything is in place and my mind is at rest.

2025幎1月25日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Rebecca, I am pleased you have been happy with the service and feel assured that your will is now complete. Thanks for taking the time to leave feedback. Regards Ryan - Manager

5぀星のうち5の評䟡

Pivotal - Wills made easy

Paul at Pivotal made the whole process of creating our wills very straightforward. He throughly explained the roles of those named in the will and listened to our wishes at all stages. It was completed through 2 very simple Zoom calls.

2025幎1月17日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Chris, Thank you for taking the time to leave feedback, it really is appreciated. I have passed on your feedback to Paul and the team. Regards Ryan - Manager

5぀星のうち5の評䟡

Will service

Great service, great information

2025幎1月17日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Abi, thanks for taking the time to leave feedback. Ryan

5぀星のうち5の評䟡

Writing a Will was always something my


Writing a Will was always something my husband and I kept putting off. That was until we spoke to Paul at Pivotal. He was very friendly, professional, knowledgable and made the whole process so straightforward and comfortable that we ended up wondering why we had left it so long!

2025幎1月2日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Sharon, thanks for taking the time to leave feedback. I've shared this with Paul and the team. Regards Ryan - Manager

5぀星のうち5の評䟡

Wills

Me and my husband have been putting of making wills for years.
Ryan made the process simple with a great explanation how it all works.
Easy and simple. Highly recommended.

2025幎1月16日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Petra, thanks for taking the time to leave feedback. It was a pleasure helping you arrange your wills. Regards Ryan - Manager

5぀星のうち5の評䟡

first class service

Paul was great, he was extremely professional and patient in answering all our questions during the process, we had 2 zoom calls with a short gap in between so that we could read the information at our leisure and did not make us feel obliged to accept the service. It was a thoroughly worthwhile time spent putting in place our joint will, this gives us peace of mind which is important.

2025幎1月7日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Pedro, thanks for taking the time to leave feedback. I've shared your feedback with Paul and the team. Regards Ryan - Manager

5぀星のうち5の評䟡

We have been meaning to do our Wills


We have been meaning to do our Wills for many years, Ryan made the process of our Mirror Wills so easy and explained each step with us. He also takes the time to speak to our Executors to explain their role and ask if they have any questions

Will 100% recommend Pivotal Legacy Planning to friends and family

2025幎1月6日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Jenny, It was a pleasure helping you with your wills. Thank you for taking the time to leave feedback. Ryan - Manager

5぀星のうち5の評䟡

Paul was great to deal with

Paul was great to deal with, explained everything and made the process very easy.

2025幎1月6日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Matthew, thank you for taking the time to leave feedback. We really do appreciate it. Regards Ryan - Manager

5぀星のうち5の評䟡

Brilliant!

I have been meaning to get my will done for so long but kept putting it off, however Ryan made the process so easy, took his time to work with me and around my schedule to get this done correctly. I’m so pleased and would recommend them to everyone!

2025幎1月3日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Sara, thank you for taking the time to leave feedback. It's been a pleasure looking after you and I am glad we could help. Regards Ryan - Manager

5぀星のうち5の評䟡

Excellent helpful service

We had an excellent experience writing our mirror will with Paul. We didn't really know where to start but he talked us through the whole process. We would highly recommend and use again. Thank you!

2025幎1月2日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Steph & Matt, Thank you for taking your time to leave feedback and your kind words. We are glad we could help. Regards Ryan - Manager

5぀星のうち5の評䟡

5 Star Service

I have been meaning to write a Will for years and felt overwhelmed by the complexities, of what I thought the process would be. Ryan explained everything very clearly and I now have the confidence and understanding to be able to move forward. Thank you for the excellent and smooth service which has enabled me to finally organise my Will. I would highly recommend Pivotal Legal Planning to anyone that finds themselves in a similar position. 5 star service!!

2024幎11月12日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Nina, It was a pleasure looking after you and i'm pleased we have been able to help you. Regards Ryan

5぀星のうち5の評䟡

Great Experience

Great Experience,

Ryan is outstanding. Made the process easy and straight forward to understand too. Thank you so much for making a potential daunting process very stress free.

2024幎11月13日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Sarah, thanks for taking the time to leave us a review. It is greatly appreciated. Regards Ryan

5぀星のうち5の評䟡

Great experience from start to finish

I had the pleasure of speaking with Ryan who gave me all the information I needed and asked for, he explained in detail answers to the questions I had and genuinely seemed passionate about what he does. At the end of the process I received a very professional looking will that I’ve chosen to put into storage to keep safe! Thank you Ryan!

2024幎11月18日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Thomas, it was a pleasure helping you. Thank you for taking the time to leave feedback

5぀星のうち5の評䟡

Outstanding Service

I had the pleasure of completing my Will with Ryan & Paul, explained everything clearly and gently guided me towards the best option for me and my family. I highly recommend their services.

2024幎11月4日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Matt, thanks for the taking the time to leave us your feedback and I am pleased you were happy with the service.

5぀星のうち5の評䟡

Ryan’s knowledge is unmatched

Ryan’s knowledge is unmatched, and he really helped me out with organising my Will. Also spoke with Sam who helped me with tailored protection policies to meet my needs. Have recommended to all my family & friends. Thanks guys!

2024幎11月14日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Lauren, It was great helping you arrange your will. Thank you for taking the time to leave feedback. It is really appreciated. Ryan O'Kane - Manager

5぀星のうち5の評䟡

Completed my Will with Ryan and Paul


Completed my Will with Ryan and Paul and they made the whole process incredibly easy and stress free. Explained everything in full and the process was friendly and professional.

2024幎10月25日
自発的なレビュヌ
Pivotal Legacy Planning ロゎ

Pivotal Legacy Planning からの回答

Hi Richard, It was great helping you arrange your will. Thank you for taking the time to leave feedback. It is really appreciated. Ryan O'Kane - Manager

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