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1st Line Future Planning Reviews

5.0 Rating 2,674 Reviews
100 %
of reviewers recommend 1st Line Future Planning
5.0
Based on 2,674 reviews
Customer Service
Communication Channels
Telephone, Live Chat
Read 1st Line Future Planning Reviews
We found our experience with Dave very relaxing,he explained everything very well and took time and made sure we understood everything that we where going to do.Even our great-grandson took to him, he even wanted him to read his gruffalo book.Dave is a really nice man look forward to meeting him again. Our phone call with Rowenna was very good today,she took her time with us and went through our will instructions very carefully and clearly, taking her time going through everything with us.What a lovely ,helpful and pleasant lady she is.Clearly you have a great,good and lovely people you have working for your company. Tom & Helen McKinney
Helpful Report
Posted 1 week ago
Dear Mr and Mrs Mckinney Thank you so much for your wonderful review. We're delighted to hear that Dave made the whole experience so relaxed and took the time to explain everything clearly, ensuring you felt comfortable every step of the way. We especially loved hearing that your great-grandson took such a liking to him – that's a lovely story and we're sure it will bring a smile to Dave's face! We're also so pleased that Rowenna provided such a thorough, patient, and friendly service during your follow-up call. We'll be sure to pass on your kind words to both Dave and Rowenna – they'll be thrilled to receive your feedback. Thank you for placing your trust in us. It was a pleasure helping you both, and we truly appreciate your generous comments about our team. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 week ago
Very professional with well informed staff. Kerry Barnwell and Rowenna Rhys. They made everything clear and easy to understand and were able to explain everything to me clearly. Very helpful. Would recommend.
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Posted 3 weeks ago
Thank you for your lovely review Mrs Jackson. I am so pleased that you are happy with the service Kerry Barnwell and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 week ago
Right from the start I think we had a very good service. Phil was informative and clear guiding us through the process. He told us what to expect and arranged a call from Rowenna who again was professional and helpful clearly explaining things step by step.
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Posted 1 month ago
Thank you for your lovely review Mr and Mrs Jones. I am so pleased that you are happy with the service Phil Larcombe and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
I felt so at ease
Helpful Report
Posted 1 month ago
Thank you for your lovely review Mrs Hunter. I am so pleased that you are happy with the service Susan Renna and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Precise and on point for every aspect. Thank you Rowena Rhys and Sue Renna.
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Posted 1 month ago
Thank you for your lovely review Mr Floe and Mrs Prosser. I am so pleased that you are happy with the service Rowenna Rhys and Susan Renna provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Kerry came to our home and was absolutely fantastic, explained everything clearly and in detail , filled in the necessary forms with us and went through the whole process. The next morning we received a call from Rowenna who confirmed all the details we had given were correct. Really pleased we went with 1st Line Future planning, very professional, extremely friendly people.
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Posted 1 month ago
Thank you for your lovely review Mr and Mrs Reynolds. I am so pleased that you are happy with the service Kerry Barnwell and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Excellent advice which made us making decisions so much easier
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Posted 1 month ago
Thank you for your lovely review Mr and Mrs Thomas. I am so pleased that you are happy with the service we provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Very pleasant and professional and went through everything I needed to know
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Posted 2 months ago
Thank you for your lovely review Andrew. I am so pleased that you are happy with the service we provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Very happy with service regarding future planning of my estate. Given infomation i needed to make an informed decision by Bryon Ferguson & Rowenna Rhys. Would reccomend the company
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Posted 2 months ago
Thank you for your lovely review Patricia. I am so pleased that you are happy with the service Bryon Ferguson and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
After speaking to Rowenna I felt everything was explained to us look forward to getting everything tied up thank you
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Posted 3 months ago
Thank you for your lovely review Mr and Mrs Riddoch. I am so pleased that you are happy with the service Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Kind regards, Team 1st Line Future Planning
Posted 1 month ago
Great advice and planning from David Newby and Rowenna.
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Posted 3 months ago
Thank you for your lovely review Amanda. I am so pleased that you are happy with the service Dave Newby and Rowenna Rhys provided for you. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Kind regards, Team 1st Line Future Planning
Posted 1 month ago
Excellent information quick response and very caringv
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Posted 4 months ago
Thank you for your lovely review Margaret. I am so pleased that you are happy with the service we provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Kind regards, Team 1st Line Future Planning
Posted 1 month ago
Very good service and very helpful
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Posted 4 months ago
Thank you for your lovely review Anthony. I am so pleased that you are happy with the service we provided. Thank you for awarding us with 4 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Kind regards, Team 1st Line Future Planning
Posted 4 months ago
Great help and service 👌
Helpful Report
Posted 4 months ago
Thank you for your lovely review. I am so pleased that you are happy with the service we provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Kind regards, Team 1st Line Future Planning
Posted 4 months ago
Very helpful and professional 👌
Helpful Report
Posted 4 months ago
Thank you for your lovely review Vicki. I am so pleased that you found our service helpful and professional. If you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Kind regards, Team 1st Line Future Planning
Posted 4 months ago
Very happy clear full explanation on everything with the plan just great thanks to sue Renna and rowenna for all help and advice they have given me thanks
Helpful Report
Posted 5 months ago
Thank you for your lovely review Paul. I am so pleased that you are happy with the service Susan Renna and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Rowena talked me through everything and was very pleasant.
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Posted 5 months ago
Thank you for your lovely review Mary. I am so pleased that you are happy with the service Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Gave me all the facts I needed for a Power of Attorney, which I really needed to set up! Also gave me every fact I needed to set up a Trust! The representative was so nice, polite, and full of all the important things I needed to know? Then I got a phone call from a lovely lady who, called to confirm that I understood all that was explained to me earlier. I can’t complement them enough! It was so easy, after they had explained everything! Thank you 1st Line Future Planning.
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Posted 5 months ago
Thank you for your lovely review Frances. I am so pleased that you are happy with the service Bryon Ferguson and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Very friendly representatives. All steps clearly explained
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Posted 5 months ago
Thank you for your lovely review Adrian. I am so pleased that you are happy with the service Susan Renna and Rowenna Rhys provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
Everything was clearly explained.We were not put under any pressure to commit to anything.
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Posted 7 months ago
Thank you for your lovely review Mr and Mrs Seenan. I am so pleased that you are happy with the service we provided. Thank you for awarding us with 5 stars. We love to help people, in the same manner as we have assisted you. Therefore if you wish to recommend a friend or relative, we are offering up to £50 shopping voucher for this recommendation. If you wish to provide this information, please email legal@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 1 month ago
1st Line Future Planning is rated 5.0 based on 2,674 reviews