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... Mehr ansehen
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Das sagen Bewerter
We had an excellent experience with Pivotal Legacy Planning. From our initial contact through to completing our wills, the whole process was professional and straightforward. Shane very explain... Mehr ansehen
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... Mehr ansehen
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... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
20a Strover House, Crouch Street, CO3 3ES, Colchester, Vereinigtes Königreich
- 01206 731 900
- hello@pivotallegacyplanning.co.uk
- pivotallegacyplanning.co.uk
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Would recommend - great service
Shane was very helpful throughout this process. He was very knowledgeable and gave great advice. He made us feel at ease and we will be recommending their services to others. Thank you!
Paul Hunt was highly professional
Paul Hunt was highly professional, friendly, and incredibly helpful throughout the whole process. He took care of every detail and made sure everything was clearly explained to us. We would highly recommend him to anyone looking for excellent service.
Paul guided us through writing our will…
Paul guided us through writing our will with expertise. He was very approachable, knowledgable and made the process feel much less daunting. The process was swift and efficient.
My first experience of arranging a…
My first experience of arranging a will, Shane was excellent at explaining the process, no rush, a really good experiment start to finish.
Great service!
We have had two meetings with an excellent and supportive representative called Shane, who has been brilliant in helping me and my partner complete a mirrored will. We would fully recommend PLP, a great service.
Will Writing Service
Paul was very helpful from start to finish. I was guided through every stage of writing a will, and the information was well explained and questions were clearly answered. Overall, the process was reasonably quick, and I was helpfully guided to the sister companies to help sort out other life admin
Thank you to Shane Brooks
Had a help from Shane Brooks setting my first will. I am very thankful for all the support and information he provided me. As an introvert with feeling overwhelmed with new information and all the legal technicalities, Shane was very supportive, helpful and calm answering my questions and setting everything.
I couldn't recommend enough to choose their services . Thank you
Efficient, seamless, and reassuring will writing service
Our experience with Pivotal Legacy Planning was incredibly efficient and reassuring from start to finish. What could have felt like a daunting process was handled quickly, clearly, and with real care.
After setting up income protection through their partner family company, we were swiftly referred to their will writing services. The transition was seamless, with no delays or confusion, and everything was explained in plain, understandable terms.
The will writing itself was completed far more quickly than expected, without feeling rushed, and we felt fully supported throughout the process.
Great services
Quick Response, Professionally done and staff, Easy to deal with.
Paul was very patient and professional
Paul was very patient and professional, the meetings went very well and the processes wasn't as daunting as I initially anticipated.
Quick and easy service Shane was very…
Quick and easy service Shane was very friendly, helpful and knowledgeable. Easy to change appointment if needed. Karen
Superb
Superb. Paul was very patient with our questions and availability. Life is busy and I appreciate how he understands this. Thank you!
Paul Hunt
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 answer any questions about our wills.
He made the process stress free and simple. We will definitely recommend his service.
He put us in touch with others to help us with services he couldn’t offer. 5 star service!
Paul Hunt has been amazing
Paul Hunt has been amazing
Could not be more helpful and has so much patients
Thank you paul for all your help
Peace of mind…
Just organised our will with the help and support of Paul Hunt from Pivotal Legacy Planning, who guided us through the process with ease and without pressure to make sure our wishes were met to ensure our loved ones were taken care of after our passing. Something we have been meaning to do for a long time and didn't realise that the whole process was so easy to do in the comfort of your own home.
Highly recommended
Paul was knowledgeable, friendly, patient and helpful in getting my will written. A couple of Zoom sessions and I’ve got full peace of mind that my children’s futures and secure. Thank you so much.
Flexible appointments and difficult conversations made easy
Andy was amazing at helping us understand and organise our will. The process was super simple throughout and we were able to get appointments that fit our busy home life. Andy was incredibly knowledgeable and made the difficult conversations for the will something we were comfortable talking about.
Easy process with great support
Incredible experience. Thank you Paul for the support
I recently used Pivotal Legacy Planning…
I recently used Pivotal Legacy Planning to set up my will, and the experience was smooth from start to finish. The advisor explained everything clearly and made a process I’d been putting off feel straightforward and manageable. Communication was prompt, the guidance was easy to understand, and I felt supported throughout.
Overall, a reliable and professional service for anyone looking to get their essential documents in order.
Great service.
I cannot thank Paul enough for making this process so smooth and uncomplicated. He was personable, intuitive and informative, instantly making me feel at ease. The digital information was clear and presented in a way that it could easily be understood by someone during their first experience of this type of thing. I cannot recommend them enough! Thank you.
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