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 highly recommend
Paul immediately put us at ease. He answered all of our questions professionally and took time to explain each step in detail. We would recommend this service.
Thank you
Thank you Paul for going through the will process with us. He made us feel very at ease and the process less overwhelming. Thank you for all your help!
Excellent service and support
The whole process was really smooth and much quicker than I thought it would be. Setting an appointment was really easy as they sent through emails and texts with the link to book (they do not let you forget!)
We spoke to Shane, who was excellent throughout. He walked us through everything clearly and he was very understanding in the times when we didn't have a straight answer for the questions. He was happy to go back and change things that we had reconsidered, and was always clear about what would happen in all the different possible events. It was really helpful for us to be able to check everything and decide what was best for us; we were never encouraged one way or the other at any point, just given all the details we needed to make an informed decision.
I would recommend Pivotal to others.
Shane was very patient and professional
Shane was very patient and professional
Even though the process of writing a…
Even though the process of writing a will is not the most happiest of occasions we were able to express our thoughts and what we wanted to Shane who was able to give us all the information we needed and wanted to make the process easy would highly recommend to other to use and have done.
I'm very happy with the service with…
I'm very happy with the service with Paul offered and will happy recommend to any family and friends.
Super easy and personal!
Been very happy with the service from Pivotal. Paul made the process straightforward to understand and was really clear and helpful. The service was friendly and personal throughout; making it feel like a positive experience.
Excellent service
Paul was so helpful and made everything really easy and comfortable. Would definitely recommend
Great service up to now
Great service up to now, able to answer all questions and explain all points.
Managed to receive all answers and very satisfied at the moment.
Excellent service
Paul was excellent throughout the process making all of our options super clear and the writing process itself really simple.
Fully recommend him and pivotal legacy planning!
A truely fantastic experience arranging…
A truely fantastic experience arranging our wills - easy, prompt and very efficient. We shall definitely be recommending them to friends and family.
Pivotal Legacy Planning were amazing…
Pivotal Legacy Planning were amazing from start to finish in arranging our will. Ryan O'Kane was especially helpful, giving us clear instructions on what to do and guiding us through the entire process. We would definitely recommend their services and are very satisfied customers!!
Great customer service
Great customer service, easy and quick service, nice staff, solid advice.
Amazing experience with Paul
A very simple process for our first experience having a will written. Paul made everything clear from the 1st appointment and reassured us through every decision. Would definitely recommend to anyone looking to get a will.
Clear and concise process to get such…
Clear and concise process to get such an important thing such as a Will sorted. Took the time to explain and ask questions to ensure we were thoroughly informed and making the right decisions for us which even included reviewing our Life insurance to ensure it best serves us. Overall would recommend to anyone looking at getting their Will written.
Reliable and Professional Service
My experience with Pivotal Legacy Planning was very positive. The process was clear and well-structured, and any questions I had were answered promptly and professionally. I appreciated the straightforward communication and the support provided throughout. Overall, a reliable and efficient service that I would feel confident recommending to others.
Writing our Will was brilliant and Ryan…
Writing our Will was brilliant and Ryan was there every step of the way throughout and guided us through. Ryan assisted through everything and answered any questions we had.
I will highly recommend Ryan and his team to anyone that is in need of a Will,
Thank you!
Would recommend Pivotal!
Pivotal made my will planning & life insurance set up so straight forward while also taking the time to explain everything to me.
Everyone I dealt with was super helpful. Would definitely recommend. They made what can be a sensitive topic okay to deal with.
Highly recommend
The overall process was very simple, for something so important I would encourage anyone to use this service. Paul was great, he made the process so easy and was very personal and helpful throughout.
A very professional, easy experience.
Very easy experience to go through. Everything has been explained very clearly and time was taken to ensure it was all understood. Wills take a little while to organise on these appointments but this is going to be the same everywhere. I believe it would have also taken longer elsewhere. Would highly recommend this service to others. Paul was very professional.
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