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David spent a lot of time with my elderly parents, carefully and clearly explaining all the options open to them. Nothing was too much trouble - even when they came back to him several times to ask for info on other matters. His knowledge and suggestions were incredibly useful. My husband and I were so impressed we will be getting him to re-do our wills. We all highly recommend him.
Reply from Templar Estate Planning
2025.06.06
Thank you for the fantastic review. I look forward to assisting with your Wills and estate planning in due course.
Claire and Dave of Templar Estate Planning were a great team from start to finish. We knew very little about will preparation and they took the time to explain everything clearly for us, including lots of options and detail. It was really helpful that they were flexible with telephone and in person consultations, and they also were accommodating when we had to bring along our infant. Fantastic service and we highly recommend them to anyone!
Reply from Templar Estate Planning
2025.03.24
Thank you for the review. It was a pleasure to help you.
Needed a Will and decided to try Templar estate planning,
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
Reply from Templar Estate Planning
2025.03.20
Thank you Simon for the lovely review. So glad you are happy with our service.
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I highly recommend Templar Estate planning. They explained in detail different ways of doing our wills that would be in the best interest of our families and protecting us in the future. Great advice, really friendly and made the process simple from start to finish.
Reply from Templar Estate Planning
2025.01.09
Thank you Nicky. Really pleased that you were happy with our service.
My parents used Templar to make their powers of attorney and would highly recommend them. David and Claire working together as a team are both friendly and efficient and always on hand to help.
Reply from Templar Estate Planning
2024.11.20
Thank you Dawn for the great review. We are here to help again, should you or your parents ever need it.
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Even though we had simple requirements, Dave took us through everything in detail and explained it to us the detail of the Will. Would absolutely recommend as a friendly, knowledgeable estate planner.
Reply from Templar Estate Planning
2024.10.29
Thank you for the kind review. A pleasure to help you and your growing family.
Dave was able to help us with our requirements and explained every thing in detail Both he and Claire kept us updated and were knowledgeable, courteous and friendly. We would recommend them.
Reply from Templar Estate Planning
2024.09.21
Thank you Gail. I’m glad you were happy with the service we provided.
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We chose Templar Estate Planning because they offered us a Saturday appointment, which is so helpful when working full-time. In the meeting, David kindly explained the different aspects of wills and documentation, tailored to our specific needs. We were very pleased with how supportive David was, and how quickly our wills were drafted and ready to sign. Overall, fantastic service.
Reply from Templar Estate Planning
2024.06.13
Dear Olga. Thank you for the lovely review. It was a pleasure to help you and Tom. Please let us know if we can help you or your family in the future.
Through a friend we became aware of Templar estate planning, since our wills were never going to write themselves we needed someone to guide us from start to finish. We contacted David for an initial relaxed discussion, once David knew our thoughts and requirements the rest of the process was very simple and straightforward. The communication from both David and Claire was good and a short time later, we have now wills in place and peace of mind. Thank you both for the assistance and value for money service. We have recommended you to another friend and would have no hesitation contacting you again in the future.
Reply from Templar Estate Planning
2024.03.21
Thank you for the kind review. Glad to have helped.
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Outstanding service, came out to my nans house the next day so helpful couldn’t ask for a more friendly, reassuring, honest team. Amazing service. So happy thank you so much.
Reply from Templar Estate Planning
2024.02.21
Really pleased to have been able to have helped your Nan and your family. I’m just sorry about the circumstances. We pride ourselves on this kind of service so would be delighted to help again should you need us any time in the future.
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