Pivotal Legacy Planning Bewertungen 

160
•
TrustScore 5 von 5

4,9

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Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

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

Bewertet mit 5 von 5 Sternen

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

Bewertet mit 5 von 5 Sternen

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

Bewertet mit 5 von 5 Sternen

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

  1. Rechtsdienstleistungen

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

4,9

Hervorragend

TrustScore 5 von 5

160 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

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4,9

Alle Bewertungen

(160)

74 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
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Bewertet mit 5 von 5 Sternen

The process was so straightforward…

The process was so straightforward making a will you always think it will be complicated. The professionalism and all the information they have is so helpful Nothing was too much trouble and they are very knowledgeable. It was easier than I thought.

24. April 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi, glad you found the process easy and straightforward. Thank you for taking the time to leave feedback. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Fantastic process from start to finish

Fantastic process from start to finish. Ryan was helpful, polite, and explained everything necessary to ensure each option was understood before proceeding.

24. April 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Andrew, it's been a pleasure looking after you both and thank you for taking the time to leave feedback. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Easy process, no stress and quick

Very easy process, making it stress free to complete our will and have peace of mind. From the initial call, to final completion, it was a swift process, where any questions we had were answered. We were given sufficient time to discuss things as a couple before proceeding. Our advisor had the perfect blend of friendly and professional. Wouldn’t hesitate to recommend.

14. April 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Leanne, thanks for taking the time to leave feedback and I am pleased you were happy with the service. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Very helpful

Very helpful, polite, explained everything easily and slowly. Answered all questions easy to be understood.

14. April 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Thanks for taking the time to leave a review. We appreciate it. Ryan -Manager

Bewertet mit 5 von 5 Sternen

Great Advice and Brilliant Service

Although we had been wanting to do our wills for some time we were worried it would be expensive and also a long drawn out process.
Pivotal Legacy Planning made the process really simple and were extremely considerate and polite during our calls. We are truly grateful that we have now got everything sorted so that our family are protected and our wishes can be carried out.

2. April 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Clarity of how important it is to have…

Clarity of how important it is to have a will in place to protect your loved ones especially if you have children.

Simple process and accomodated around our free time.

Any questions were answered well which made it to understand simple and effectively.

15. März 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Highly recommend

This is something I had put off for far too long as I thought it would be complicated. I was wrong! From beginning to end the process was simple and easy.

All my questions were answered with an explanation that both myself and my husband understood. If you need a will, I highly recommend these guys!

All done at our convenience, no sales pitches, straightforward and a simple process. My mind is now at ease.

10. März 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Need a will - don't hesitate

Simple, easy and informative process.

Any question we had, was answered with an explanation me and my partner understood. If you need a will doing, get these to do it! Slick process, fitted around our free time and didn't try and push extra sales of anything.

3. März 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi James, Thanks for taking the time to leave feedback. It really is appreciated. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Spoke to Ryan and Paul

Spoke to Ryan and Paul, who both assisted me in writing my will easy and quick process

3. März 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Jason, Thanks for leaving feedback. It was a pleasure helping you. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Get a will done and ask this firm to do it.

My wife and I dealt with Ryan who was exceptional throughout. The process was straightforward but every detail was covered.

I never knew not having a will was a concern until it was done, at that point I felt like weight was off my shoulders.

I would happily recommend the firm and Ryan.

26. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Liam, it was pleasure looking after you and Carly. Thanks for taking the time to leave feedback. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Amazing service

Paul was incredibly helpful throughout the whole process. Everything was explained and the whole thing seemed really easy
Would recommend to anyone

24. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Josh, Thanks for taking the time to leave feedback. I've passed on your feedback to Paul. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Great service

Great service, thank you Paul!

20. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Suzanne, thanks for taking the time to leave feedback. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Professional and considerate of your wishes

I wanted to express my appreciation for Ryan at Pivotal Legacy Planning for his exceptional guidance during the will-writing process for my wife and me. He was very professional and considerate of our wishes throughout the entire process, ensuring that we were fully informed of all available options while providing valuable advice and guidance.

After receiving such excellent service, I have referred my family members to Ryan, and they are now in the process of drafting their wills as well.

If you need assistance with creating a will, I highly recommend speaking with Ryan and the team at Pivotal Legacy Planning.

13. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Brad, Thanks for your kind words and taking the time to leave feedback. It was a pleasure looking after you and thank you for your referrals. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Paul made the process very easy to…

Paul made the process very easy to understand and was very reasonably priced. Would highly recommend.

10. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Mark, I've passed your comment on to Paul. Thanks for leaving feedback. Grealy appreciated. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Exceptional service!

Exceptional service!
Ryan put me at ease straight away and explained the whole process of making my will in great depth and making it a lot less daunting.
Communication was great throughout with additional advice relating to an existing life insurance policy.
I would highly recommend.

5. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Kris, Glad we got your will sorted for you and you were happy with the service. Thanks for taking the time to leave feedback. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Paul was incredibly helpful and…

Paul was incredibly helpful and considerate through the whole process. Writing a will can be quite a challenge but Paul explained all of the steps very clearly and made us feel at ease. Wouldn’t hesitate to recommend these guys to family, close friends and colleagues.

6. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Steve, Thanks for taking the time to leave feedback and kind words. I've passed your comments on to Paul. Ryan - Manager

Bewertet mit 5 von 5 Sternen

Paul was flexible when planning dates…

Paul was flexible when planning dates for our meetings and provided a top service. Made the process very easy, thanks Paul.

31. Jänner 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

Hi Lisa, thanks for taking the time to leave feedback. It really is appreciated. Regards Ryan - Manager

Bewertet mit 5 von 5 Sternen

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.

3. Februar 2025
Bewertung ohne vorherige Einladung
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Antwort von Pivotal Legacy Planning

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

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