1stlinefutureplanningReviews of 1stlinefutureplanning.com

Great company to deal with … explained everything in detail. Made sure i understood the process

Great company to deal with. Explained everything in detail and delivered on time. Would recommend.

This has been a pleasing experience for my wife and I with the aim to establish Joint Wills. An appointment was made and what was pleasing with consultant Joseph Alexander was a combination of: free first visit to our home, briefing on the merits of establishing a Will and an explanation on Trusts. We opted for The Essential Package: Joint Wills, 2x Health and Welfare Lasting Power of Attorney (one for each partner) and 2x Property & Financial LPA’s (one for each partner). We requested a telephone meeting for next day and this was arranged, consultant was Rowenna Rhys. The appointment was on time and we communicated relevant information. A paper copy shall be sent to us in the postal mail. Our questions and clarification requests were answered. Overall a positive outcome. We hope this is of help. Warm regards Richard and Marina

Our Estate Planning Consultant was Will Todd. He was friendly and explained very thoroughly everything about the Trust, how it works and the costs involved. He explained what could happen without a Trust if our circumstances changed.

Very good customer service.