1stlinefutureplanning is listed under Legal Service Providers.
1stlinefutureplanning (1stlinefutureplanning.com) has 19 customer reviews on Five Star Index, with an average rating of 3.8 out of 5.
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Legal Service Providers · Clearwater, Florida
Excellent
Legal Service Providers · Chapel Hill, North Carolina
Excellent
Legal Service Providers · Washington, District of Columbia
Excellent
Legal Service Providers · Boca Raton, Florida
Excellent
Showing 13 reviews with 5 stars · Clear filters
customer David M.
Meeting with Will Todd of First Line was far more informative and thorough than any previous discussion on estate management. Particularly provided information on the pitfalls and management requirements of care and IHT planning.
Melanie F.
Great experience and helpful
Rhian M.
From the initial Telephone contact by the young person making the call to the advisor visiting my home to the person drawing up my will & power of attorney the service was polite and professional. Highly recommend
SW - G.
Excellent Service - would recommend. My partner and I dealt with 1st Line Future Planning to review our wills as we had some changes in circumstance since original drafts. Everyone we spoke to from booking the appointment to the home visit by Ross Whyte provided an excellent service, answering all our questions and addressing any concerns. Very professional and thorough with everything.
Steven D.
Great experience. Dealt with Ross Whyte for a long overdue review of our wills. Delighted with attention to detail and detailed advice given, including power of attorney which we hadn’t even considered. Very professional and excellent communication throughout. Highly recommended.
Ricky
Great experience with 1st Line Future Planning from start to finish. Bryon Ferguson explained everything clearly and answered the many questions I had. Very professional service and will be recommending to others
Dylan T.
I’ve recently used this company for powers or attorney and will writing. The initial free consultation was very detailed in the services on offer. Sue Renna was very professional and knowledgeable, and after discussing my circumstances was able to advise what was best for my situation. At no point did I feel pressured into purchasing anything which wasn’t suitable for myself, and everything they offer was explained, in fact some of this I was steered away from as it wasn’t suitable for my circumstances. Very pleased with the overall service from start to finish, thank you
Katrina L.
Great company! Started off with a phone call to dicuss will, lasting powers of attourney and different trusts which then turned into a free consultation. The advice that was given left me feeling positive about my experience with this company. Highly recommensd 1st Line Future Planning!