It’s interesting how straightforward creating a will can be when it’s explained properly and the process is easy to follow. Helen was the perfect guide; patient and diligent, with a clear focus on me, the customer. The end result was exactly what I needed with no attempt at over-selling. Excellent service.
Landlords you need to speak to Helen! When I’m financial planning with clients, property is often a tricky area to look at in terms of tax solutions. Helen provides a brilliant solution which potentially could help property owners save thousands in tax. She is also extremely approachable and knowledgeable and does and excellent job for her clients!
I can highly recommend Helen. It can be worrying to think that loved ones may not inherit as expected. Not only does Helen have a thorough knowledge of every aspect of legacy planning, but she is also empathetic and warm. In less than an hour, all of my wishes were secured for my will.
Signed, sealed, delivered… that’s peace of mind!
I was a little anxious going into the process of making a will, but Helen talked me through the whole process. She was very reassuring and she educated and informed me so I knew exactly what to do. I truly felt like I was in safe hands. I can highly recommend her!
Naomi Wood, Solicitor
Dear Helen, I want to thank you for the will that you prepared for me. It was something that I had been putting off but needed to do given my current situation. You were calm, considerate and knowledgeable about all the factors that I needed to consider.
Your communication was excellent and your organisational skills ensured that I dealt with matters promptly and efficiently rather than putting it to one side for later.
My previous will, prepared by a firm of solicitors took over a year to complete. I was reassured and now feel very well covered for the foreseeable future. I have no hesitation in recommending you to anyone who needs similar advice and support. Thank you.
Thank you for completing the wills for my husband and myself. We appreciate your insight into our situation with the various companies and partnerships; and the fact that our estate is across two different jurisdictions. (We also appreciate your perseverance with the differing names in more than one language!)
All in all you made this an easy process for us as you explained our options in terms that we could both understand, which allowed us to make quick decisions and get our wills and lasting power of attorney updated.
We have had no hesitation in recommending you to our contacts and we know that any referrals we have made have already received excellent service from you! Many thanks again for all your support.
My son and I needed new Wills which I had been putting off even though I knew that we needed them. Helen helped me navigate a complicated legal system in order ensure that my son would be taken care of should something happen to me. She was very knowledgeable and explained the various options available to us in very clear English which was important.
She was very patient and I felt I was in the hands of an expert who I could trust. I would not hesitate to use Helen again in the future or to recommend her to family and friends. I can relax now knowing that no matter what the future brings, my son will be taken care of.
Dear Helen, I want to thank you so much for the work you did for my Auntie after I referred you to my cousin to help sort my Auntie’s affairs. I’m close to these two people and I wanted to make sure that they got the best solution to a challenging situation – I knew I could trust you implicitly to help them.
My Auntie is 80 and needed to be guided gently through the process of sorting her Lasting Powers of Attorney and a Trust for her property – in case she had to go into care. She also wanted a Funeral Plan to ensure that as much as possible was sorted and that her daughters wouldn’t have those things to think about at a difficult time when she eventually passes.
I know from my own experience that this help and advice from a specialist is crucial. When I was sorting my mum’s affairs out, I didn’t know about trusts. I went to a solicitor, who gave my what I asked for – 2 LPA’s. If I had known you then, you would have advised a trust and my mum’s lovely little flat wouldn’t have to be sold to pay for care fees. You live and learn.
You did a brilliant job and Joyce loves you. You helped and guided her through what she needed. Her two daughters are really grateful that this is in order to assist them when the difficult time comes. Joyce can difficult at times with her daughters but she went with the whole process with you.
Thank you for your help and guidance. I happily refer you to people who have a similar situation as know you do an outstanding job.
Helen came to the rescue when I found out I was ill. She came to my house and put up with the dogs and me still in my pj’s. I knew I needed something in place to ensure the boys were going to be looked after if something was to happen to me and that there father could not get hold of it. Helen made sure everything was sorted and within no time at all.
It was all done before I went into hospital and my mind was put at ease so I knew when I was put under that everything was going to be alright. Helen made what I thought was a complicated situation simple. Thank you Helen
After listening to Helen’s 60 seconds I had an ‘oh my god’ moment. I had no idea that marriage invalidates a will and I suddenly realised that this meant I didn’t actually have one, even though I thought I had!
I booked a meeting with Helen who walked us through all of our options and explained what we needed to think about. Our situation is pretty complicated due to stepchildren and possible Inheritance Tax issues, but Helen explained it all very clearly and in a laymans terms. She interpreted our requirements without any problems and walked us through the drafts in a way that meant we fully understood the contents.
Within 3 weeks we had a Will with Trusts included signed and sealed. Helen was brilliant and I would wholeheartedly recommend her. Thank you Helen!