“Clive has been attentive and approachable throughout. He continues to give sound advice and is our first port of call for financial planning issues”.
J Carter, client since 2020
“Richard and his team have been consistently and readily available to monitor, advise and undertake actions to meet my goals for my fund. Further, they have been excellent in advising and explaining expected advantages in the transfer to a new platform. Richard has given excellent advice on pension drawdown and any tax implications”.
EBR, client since 2017
“The team members I have met so far or spoken to on the phone have been outstanding. Professional, slick and with a huge dose of their own personalities on top! Clive was incredible at getting me to describe my perfect day if money wasn’t an issue and is going to show me how we can make that happen. He listened to me. Understood my circumstances and has given me hope”.
T Cooper, client since 2023
“I have been using Estate Financial Planning for over 10 years and can highly recommend their service! First Clive and then Richard have always been very competent, knowledgeable and reassuring with their advice. They are also part of a very friendly and approachable team who can make complicated topics comprehendible!”
MA
“Being a complete novice to financial planning, Richard was very succinct and easy to understand. I will go back if ever more financial advice is needed”.
D Pope, client since 2023