1stlinefutureplanning Reviews 

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

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

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!

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.

Very disappointed with this company. Appointment made and confirmation email received from them, but then consultant failed to turn up and it was up to me to contact 1st Line Future Planning to find out why. First of all they tried to tell me that the appointment was for yesterday and that it was me who failed, then when I pointed out that the email with today was right in front of me it was suggested that they tried to contact me yesterday but I didn't respond. I had no call and no missed calls yesterday.
If this is how the company begins to offer a service then I cannot trust them with my future planning.

I would strongly advise anyone considering 1st Line Future Planning to stay well away. My experience has been extremely poor from start to finish.

They use cold-calling tactics and pretend not to know you, just to convince you into making a booking with an unqualified consultant. Despite what they advertise, they have no accreditation as a company. The accreditation they mention only applies to a single Director—not to the business itself. Even the Society of Will Writers, whom I contacted directly, confirmed that their advertising does not comply with the Society’s charter and rules.

When I raised my concerns, I requested a refund. Only after persistence did I finally get my money back, which says everything about the way they operate.

The biggest danger is that you truly have no idea what you’re buying from them, and you have zero protection if they mis-sell you something. Worst of all, you won’t even be around to deal with the fallout—your family will be left picking up the pieces.

Avoid this company at all costs.

Whatever you’re looking for DO NOT use this business. I’ve been waiting 17 months (since Jan 24) for my Deeds to be altered and I am still waiting.
I paid £480.

This company cold called me to discuss estate planning first talked about life insurance policy that I had taken out with another company that was just a tactic they use . I decide to set up power of attorney .They emailed me something to sign which I did .now at no time was a cooling off period of 14 days mentioned . I had signed for finance to cover cost . I did mention a few times what if I decide not to proceed again no 14 days cooling off was mentioned . The documents arrived but my adult children would not sign said it was not worth the money £760 . I then noticed a company called Funeral Service Direct had taken a direct debit from my account if £38 I cancelled direct debit and contacted 1st Line Future planning to advise I was not proceeding and they said I was outside 14 days cooling off period and could not cancel.
The fact is it was well past 14 days when I received the documents to be signed . Then Funeral Services direct started hassling me for the money said they had paid 1st Line Future Planning £760 and therefore I had to pay them or debt collectors would be involved and affect my credit score . Please do not be conned by 1st Line Future Planning who are introducers for Funeral Services Direct