Pivotal Legacy Planning Omdömen 

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 explained everything to us and answered our questions making sure we understood the arrangements before finalising them. We felt that our circumstances were listened to and that the advice was tailored to our needs, rather than simply being a one-size-fits-all service.

Communication was also excellent throughout, and the process was handled efficiently and with care.

We would happily recommend Pivotal Legacy Planning to anyone looking for a professional and reliable will-writing service.

Shane was both knowledgeable and helpful and made the whole process very easy and straightforward

Very helpful & ensured we understood everything.

Shane made a potentially intimidating and complex process easy to navigate. He and his colleagues offer a professional yet friendly and reassuring service. I would heartily recommend them to friends and relatives.

The service I received was very good. Shane is very professional and helpful. Shane guided me through the entire process. I would recommend Pivotal Legacy Planning, as their processes were straightforward.

Being completely new to the service, we initially found the whole process quite overwhelming. However, our advisor was calm, professional and reassuring, which immediately put us both at ease and made everything feel much more manageable. We would highly recommend the service, particularly because of the excellent support and professionalism we received.

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 us through our options so that we were able to make informed decisions in this regard. Way cheaper than you'd pay a high street solicitor but still with the benefit of face to face meetings via Zoom. Highly recommended.

Made writing my will very easy and straight forward.

Fantastic service!! Highly recommended

Helped me all the way through

Rob

I couldn’t be happier with the service I received. The whole process was professional from start to finish, and arranging everything was straightforward and stress-free. They were incredibly helpful, took the time to answer all of my questions, and explained everything clearly. Their knowledge and expertise gave me complete confidence that my will was being prepared properly. I would highly recommend their services to anyone looking for a friendly, efficient, and professional will writing service.

Fantastic service, great advices. Thank you so much for your help.

Paul was relatable and explained all that we needed to know regarding writing our wills. Would recommend to family and friends.

Good service, attentive, clear. Dealing with Shane was easy. H explained all the details and made the process simple.

The service was amazing. Andy was really good and professional, he explained me everything and made sure I understand. It was easy and fast. Thank you

Thought it was about time to sort my will out and Andy Kerton was the guy I needed. He was very informative and helpful and answered all that I asked. I would thoroughly recommend him if you’re looking to do the same!

Shane was extremely helpful and guided me through what can be seen as quite as sensitive topic. I’m very happy to have gone through Pivotal for my will writing. I would highly recommend to anyone as the process was smooth and straightforward.

Shane was fantastic. Very professional and explained everything clearly. Would definitely recommend.

Communication has always been really clear and prompt without being pushy.
Paul was really down-to-earth, and was particularly patient with me when I had to reschedule. Being able to meet online suited me perfectly, and the meetings felt paced well without feeling rushed. I would absolutely recommend using them.

This was our first experience writing a will and it’s not the easiest of topics to think about & discuss. Paul Hunt , Legacy Planning Consultant, from Pivotal Legacy Planning, Colchester was very personable and helped us through the process.

I've been putting off making a will for many years never getting round to it but after getting in touch with pivotal and Paul I should have done it years ago everything was explained and made so easy.