1stlinefutureplanningReviews of 1stlinefutureplanning.com

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.

Great experience and helpful

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

Bought this as a Wowcher deal and ended up having to get refunded. The service was dreadful. They called me to book an appointment, I returned all the paperwork, then they called me again to arrange an appointment and acted like it was our first time speaking, I had to explain that I was already booked in for the 22nd May. They then missed our appointment with no explanation or contact, when I got in touch about this I got a silly excuse about the system being down and I was told to provide dates after the 9th June that I could do another appointment, I did this and by the 15th I had still heard nothing so got in touch with Wowcher, it’s now the 22nd June and I’ve still heard nothing from this company so am being refunded by Wowcher. What a waste of time, annoying that I have filled in the paperwork and provided them with all my personal information when they’re clearly not trustworthy.

Not very impressed! Kerry the representative was brilliant that visited on the 17th Jan. We agree to have new Wills and arrange a Trust. Abit expensive £4156 for the both with storage, but my husband wanted to get this sorted, ✅ the box. Received the Wills OK, but we wanted to have the trust documents to make sure everything tied in together before we signed. Since then we have played the waiting game for 5mths, chased it a few times in the past month to be told the trust documents would be sent out in the coming week. No didn't happen? Then we received someone else's trust documents to our dismay! I immediately contacted 1st line future planning and asked if our trust had gone out to someone else instead of us? As these are incredibly person documents and would not like to think others were reading our documents. I was told they hadn't, they were still putting our documents together (again). Tbh I'm not sure I believe them? I did receive a second class envelope to return the other person's trust document. 13th June and we are still waiting for our trust documents? Very disappointed with the service - Nothing is sent by recorded post. Time frames are definitely not kept. Over priced compared with a local solicitor. Regretfully I cannot recommend 1st line future planning.

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.

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.

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