Assurance Financial Solutions Reviews 

617
•
TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

The processes was very structured with the calls and emails happening as described. Jonathan was very helpful and responsive to any follow up questions post the sessions or filling in the forms. It ta... See more

Rated 5 out of 5 stars

JONATHAN WAS BRILLIANT. EXPLAINED EVERYTHING TO ME IN DETAIL AND WAS VERY FREINDLY YET PROFESSIONAL. MADE MY WILL MAKING EXPERIENCE SO EASY AND STRESS FREE

Rated 5 out of 5 stars

Purchased Mirror wills via Groupon. From start to finish, the service has been straightforward and professional. Jonathan P was excellent. Telephone consultation was stress free with everything explai... See more

Rated 5 out of 5 stars

We booked a telephone consultation with Emma Williams. She was very good at making things clear, putting us at ease and exploring options with her well informed advice. Follow up has been excellent as... See more

Company details

  1. Money & Insurance

Information provided by various external sources

We are a leading provider of professional services, including Financial Services, Will Writing, and Estate Planning. Delivering integrated solutions to our clients’ issues.


Contact info

4.9

Excellent

TrustScore 5 out of 5

617 reviews

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4.9

All reviews

(617)

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Rated 5 out of 5 stars

Will writing & services

I am not one to normally write a review but today is an exception.
I would highly suggest anyone who needs advice on writing ones Will ask for James Smerdon he is exceptional at his job & covered everything in a wide spectrum of questions I was asking & explained all the details I had absolutely no idea about.
He gave me very clear advice to think about giving me enough breathing space to think about how I would like to proceed with safeguarding my children after my passing from Taxes, Divorce & using of Trusts.
This is really a Gold Star service provided by James at Assurance Financial Services
& I would highly recommend the Company.
My Will is now complete & also safeguarded with the National Will Database having a copy incase of Misplacement.
One very happy customer!!

March 30, 2023
Unprompted review
Rated 5 out of 5 stars

Will writing support @ it's best.

A big thank you to Lisa for taking me through every detail about writing my will. Lisa went beyond to explain in fine detail things to consider that I had no clue about.The service was excellent, friendly professional, and no hard sell. Thank you for a top service. Nothing was to much trouble. Thank you Lisa for giving me a few call backs, picking up on things I filled in wrong. I would highly recommended Assurance Financials Solutions.
I give 5/5 stars.

March 14, 2023
Unprompted review
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Rated 5 out of 5 stars

Excellent information and service

Very comprehensive information, appropriate suggestions and more importantly no pressure to go ahead. I was able to take my time to digest the information. A follow up phone call answered a few questions and then I was happy to go ahead with my decision. Very approachable and helpful members of staff.

January 17, 2023
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Rated 5 out of 5 stars

Easy

Easy, professional and trustworthy. No personal contact on the phone but all done via emails.

November 13, 2022
Rated 5 out of 5 stars

Lisa was brilliant!

Lisa was brilliant! Great personality, very professional and certainly knew her stuff! She explained everything very clearly and simply and made sure I understood each stage, even though my will was pretty straightforward. This is a fantastic service and I'm very happy and relieved to have something safely in place. The £1.50 amendment service is unbelievable value! Thank you so much

October 26, 2022
Unprompted review

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