1st Line Future Planning Reviews

5.0 Rating 2,273 Reviews
100 %
of reviewers recommend 1st Line Future Planning
5.0
Based on 2,273 reviews
Shipping & Delivery
Delivery Methods
Postal Service
On-time Delivery
98%
Customer Service
Communication Channels
Telephone, Live Chat, Email
Queries Resolved In
Under An Hour
Customer Service
5 out of 5
Read 1st Line Future Planning Reviews
1st Line Future Planning 5 star review on 3rd April 2024
Natasha Kalsi
1st Line Future Planning 5 star review on 12th June 2023
Kay Hoole
1st Line Future Planning 5 star review on 12th June 2023
Kay Hoole
1st Line Future Planning 5 star review on 13th April 2023
Kenneth Rees
1st Line Future Planning 5 star review on 13th April 2023
Kenneth Rees
1st Line Future Planning 5 star review on 26th July 2022
David
1st Line Future Planning 5 star review on 7th July 2022
Leita Essex
77
Anonymous
Anonymous  // 01/01/2019
Professional, well thought out, comprehensive
Helpful Report
Posted 8 months ago
Thank you for your lovely review, Hazel. I am so pleased that you are happy with the service Leslie 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 8 months ago
Representative was very informative and very helpful was a great help in planning my financial future.
Helpful Report
Posted 8 months ago
Thank you for your lovely review, Adam. I am so pleased that you are happy with the service Kerry 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 8 months ago
It was good to have a chat in my home.Felte relaxed and was able to chat with my husband and choose what we wanted to do.
Helpful Report
Posted 8 months ago
Thank you for your lovely review, Frances. I am so pleased that you are happy with the service Mercia 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 8 months ago
Excellent and informative, very well explained and helpful and my questions answered clearly by your representative Ian Cooper, very good meeting.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Christina. I am so pleased that you are happy with the service Ian 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Ian Cooper have a clear explanation of lasting power of attorney and putting property into trust and how it protects your estate and how your loved ones can much more easily (and cheaply) access your funds on your behalf if you lose capacity. His explanation was illustrated with lots of good examples.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Richard. I am so pleased that you are happy with the service Ian 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you. Delete
Posted 9 months ago
very friendly and helpful
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Keith. I am so pleased that you are happy with the service Mercia 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Very friendly, informative, helpful visit with Ian Cooper.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Christina. I am so pleased that you are happy with the service Ian 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Ian Cooper came to see me today to sort my will and power of attorney and I put my friend Claire simmonds to sort after my death my affairs.Ian understood me because I have learning difficulties and disabilities and he explained very thing about your company
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Cherie. I am so pleased that you are happy with the service Ian 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
I was very pleased with the advice that I received from Leslie. She was helpful with discussion that I had to make.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Jonathan. I am so pleased that you are happy with the service Leslie 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Very helpful
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Gillian. I am so pleased that you are happy with the service Leslie 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
From the first meeting and subsequent phone calls I have felt very much part of a business that is committed to assisting clients in every aspect possible with regard to the future. I have been made to feel very safe in 1st Line Future Plannings hands.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Bronwen. I am so pleased that you are happy with the service Sue 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Fast and efficient, went through many options with us.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Geraint. I am so pleased that you are happy with the service Sue 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
A very informative visit, very friendly and professional.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Lesley and Gary. I am so pleased that you are happy with the service Joanne 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Very good explained everything in detail Ian Cooper was excellent
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Marcus. I am so pleased that you are happy with the service Ian 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
I found Joanne to be patient, she explained things well. Friendly but professional at the same time. Would definitely recommend her to friends
Helpful Report
Posted 9 months ago
Thank you for your lovely review. I am so pleased that you are happy with the service Joanne 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Leslie explained everything. took her time to answer my question so I understood everything she told me
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Jacqueline. I am so pleased that you are happy with the service Leslie 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Ms Hardy was excellent and am very pleased with my meeting with her
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Seng. I am so pleased that you are happy with the service Joanne 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
Mercia was both professional and very personable helpful and explained and answered all our questions first class
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Jacqueline and Melvin. I am so pleased that you are happy with the service Mercia 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
very pleasant experience well informed and explained everything very clearly .
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Linda. I am so pleased that you are happy with the service Kerry 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
We had a lady called Kerry barnwell as our planner she was very professional and helpful gave answers to all questions thank you kerry.
Helpful Report
Posted 9 months ago
Thank you for your lovely review, Jayne. I am so pleased that you are happy with the service Kerry 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.
Posted 9 months ago
1st Line Future Planning is rated 5.0 based on 2,273 reviews