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1st Line Future Planning Reviews

5.0 Rating 2,644 Reviews
100 %
of reviewers recommend 1st Line Future Planning
5.0
Based on 2,644 reviews
Shipping & Delivery
Delivery Methods
Postal Service
On-time Delivery
99%
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
Ben is polite, professional and friendly, had good knowledge of future planning and answered the many questions we asked in relation to our future. Ben made us feel at ease in knowing my family will be supported if anything was to happen. I would recommend future planning for my family and friends if the process continues as it started with Ben.
Helpful Report
Posted 1 month ago
Thank you for your lovely review Michelle. I am so pleased that you are happy with the service Ben 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 4 weeks ago
Ben was very good he explained everything in detail if I didn't understand anything he would repeat it my daughter & son in law was with me as well Ben did a good job thanks
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Posted 1 month ago
Thank you for your lovely review Margaret. I am so pleased that you are happy with the service Ben 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 1 month ago
Leslie was very professional and easy to chat to She listened to our questions and answered in language that was easy to understand She was punctual in arriving both visits and drank coffee and used the loo 😂😂
Helpful Report
Posted 1 month ago
Thank you for your lovely review Cherry. 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 1 month ago
I found Ian very informative and helpful.
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Posted 1 month ago
Thank you for your lovely review Elaine. I am so pleased that you are happy with the service Ian Cooper 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 1 month ago
Leslie arrived promptly which was a bit of a problem as I at short notice was unavailable for 1/2 an hour. She didn’t let me forget it for the whole of the process. A really good explanation of what was on offer and in, for me the right vein
Helpful Report
Posted 1 month ago
Thank you for your lovely review Robert. 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 1 month ago
I wanted to update my will but have now made the decision to also do the POA and set up a trust. Mary Mckeon was excellent explaining everything with no pressure and realistic life examples. I previously was told about the same products from a different company and it scared me the pressure of the need to have this I avoided thinking about it for 6 years. Thank you we have a follow-up call to process this next week.
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Posted 1 month ago
Thank you for your lovely review Lynnette. I am so pleased that you are happy with the service Mary 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 1 month ago
I was impressed with how well this was explained in simple stages which made sense and made us decide to go for the package we chose. I initially wanted to alter my will but ended up with setting the trust up and POA. Mary helped immensely with this she was non judgmental and just gave us the information.
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Posted 1 month ago
Thank you for your lovely review Lynnette. I am so pleased that you are happy with the service Mary 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 1 month ago
Sue had given us all the information we needed to get our power of attorney thanks Sue
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Posted 1 month ago
Thank you for your lovely review Richard. I am so pleased that you are happy with the service Susan 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 1 month ago
We had never used them until last week I can highly recommend them
Helpful Report
Posted 1 month ago
Thank you for your lovely review Denise. I am so pleased that you are happy with the service Ian Cooper 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 1 month ago
Your representative, Sue was very professional and explained everything in detail.
Helpful Report
Posted 1 month ago
Thank you for your lovely review Christopher. I am so pleased that you are happy with the service Susan 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 1 month ago
Friendly and helpful service. Clear and detailed answers to all the questions I had
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Posted 1 month ago
Thank you for your lovely review Robert. 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 1 month ago
We had an appointment with the lovely Kerry, who was friendly, sympathetic and very informative about Trust Funds.
Helpful Report
Posted 1 month ago
Thank you for your lovely review Caron. 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 1 month ago
Firstly i would like to say how professional Mercia has been right from the start of our WILL and etc we are having with your company. Look forward to hearing from you soon to complete everything Kind Regards Mr & Mrs M Davey
Helpful Report
Posted 1 month ago
Thank you for your lovely review Sara. 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 1 month ago
Rowenna explained to me my options clearly. I could understand what she was saying, as I have trouble taking information in.
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Posted 1 month ago
Thank you for your lovely review Gordon. I am so pleased that you are happy with the service Rowenna 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 1 month ago
Thank you Leslie for your time and professionalism in explaining everything to us, you are very professional and explained everything we needed to know and put us to ease.
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Posted 1 month ago
Thank you for your lovely review Janet and Melvyn. 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 1 month ago
Lesley was very knowledgeable friendly and helpful during her visit to our home last week.thanks to her excellent advise I have now instructed 1st line planning to set up my trust and wills giving me peace of mind to protect my husband and children.Thank you
Helpful Report
Posted 1 month ago
Thank you for your lovely review Glynis. 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 1 month ago
Sue made 2 visits to our home and was very professional and knowledgable in her advice Made us feel very comfortable in discussing future estate planning
Helpful Report
Posted 1 month ago
Thank you for your lovely review Hayley. I am so pleased that you are happy with the service Susan 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 1 month ago
The meeting with the consultant Mercia was profesional and useful, she did provide all the relevant information and documents. I did agree and signed the trust documents but as I didnt read the documents provided by Merica at the time of the meeting. I did get in touch after the meeting and asked to be allowed time to be able to go through the docments myself than back to you. Regards and thanks 07923451781 Mona
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Posted 1 month ago
Thank you for your lovely review Mona. 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 1 month ago
Excellent so far very god customer service
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Posted 1 month ago
Thank you for your lovely review Katy. I am so pleased that you are happy with the service Susan 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 1 month ago
Sue Renna was absolutely brilliant and guided us through a lot of complicated thinking with understanding and wisdom. thankyou
Helpful Report
Posted 1 month ago
Thank you for your lovely review Amy. I am so pleased that you are happy with the service Susan 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 1 month ago
1st Line Future Planning is rated 5.0 based on 2,644 reviews