Name: 1st Line Future Planning
Address: The CourthouseMargaret StreetAmmanford, The CourthouseMargaret StreetAmmanford, Ammanford
Rating: 4.95

“Mercia visited me at my home to discuss my Estate Planning plan, We had a good discussion about this on how it works, what it involves , the pro’s and Con’s that came to mind at the time. Mercia answered all my questions confidently she didn’t rush me explaining everything being supportive throughout which gave me the confidence's to purchase the plan”

Helpful Report

Posted 1 year ago

Thank you for your lovely review Brenda. I am so pleased that you are happy with the service Mercia provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 1 year ago

“Kerry Barnwell was very efficient and explained step by step what was required to set up the Trust I required, encouraging any questions I might have? Also left contact details should anything arise. Thank you”

Helpful Report

Posted 1 year ago

Thank you for your lovely review Matthew. I am so pleased that you are happy with the service Kerry provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 1 year ago

“After being contacted by 1st Line Future Planning, Leslie Davies was assigned as our consultant. Our interest was to write a Will and Leslie offered us advice on changing the deeds of our to be in joint names on the need to nominate people for a Lsting P|ower of Attorney. On her second visit, we thought she would go through details of the Will, but she indicated that we would received a phone call from someone specialised in that area. Leslie arrived prompt;y and was very courteous..She did not pressurise us after her first visit.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review David. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“We were very impressed with the way Leslie Davies explained everything, she answered all our questions for us and put our minds at ease.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review Stephen. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Mary was very helpful and understanding, it was just a shame the process to get it completed took so long”

Helpful Report

Posted 2 years ago

Thank you for your lovely review Steven. I am so pleased that you are happy with the service Mary provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Honest person did not beat about the bush well done Ian cooper”

Helpful Report

Posted 2 years ago

Thank you for your lovely review Patricia. I am so pleased that you are happy with the service Ian provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Very good, ready to save money.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Tracy. I am so pleased that you are happy with the service Georgia provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“We had the pleasure to have Leslie Davies visit us to help with our wills and trust information. Leslie was lovely and did not rush us, explained everything perfectly (probably baffled me with so much information). She followed up the next day with more literature and was not pushy at all. Happy to be using their services.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Lisa. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Mary was very good and she was very easy to understand”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Millicent. I am so pleased that you are happy with the service Mary provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Very heplfull and told me how safegard things, the agent was polite and friendly.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Paul. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Interesting mind blowing, I found the whole experience costly.”

Helpful Report

Posted 2 years ago

“Hopefully the process will go smoothly! But so far good, Leslie was friendly and very helpful. A little disappointed in delay and spelling mistakes.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Paul. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Ian cooper was very friendly and helpful. He explained everything well.Sp far ajj drs h”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Julie. I am so pleased that you are happy with the service Ian provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“My meeting with Mercia was very friendly and informative. She made me feel at ease. She got me thinking in the right direction, that’s not one of my strong points. I’m not one for planning, so it’s going to be a slog.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Laurence. I am so pleased that you are happy with the service Mercia provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Professional and knowledgeable Not pushy”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Lisa. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Kerry was a pleasure to deal with. She arrived promptly and was very friendly and helpful. She explained my options without being at all pushy.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Kevin. I am so pleased that you are happy with the service Kerry provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Excellent communication. No pressure selling very professional”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Michael. I am so pleased that you are happy with the service Kerry provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Leslie was brilliant thank you”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Sonia. I am so pleased that you are happy with the service Leslie provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“Very worthwhile visitt. from Kerry. She explained all that I needed to do, plus some other ideas. This was followed by a phone call today to go through the namesvof my executors. I found very comfortable speaking to both people. Very professional l company.”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Maureen. I am so pleased that you are happy with the service Kerry provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

“I was impressed with your consultant Kerry Barker. She was essy to talk to. Explained some inclusions as to what and why I had made certain exclusions. Pointed out how you will be holding a copy of the certificate that I will have. Many Thanks. Maureen A. Arnold”

Helpful Report

Posted 2 years ago

Thank you for your lovely review, Maureen. I am so pleased that you are happy with the service Kerry provided for you. 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 hello@1stlinefutureplanning.com or call our Customer Services team on 0800 009 6494. Thank you.

Posted 2 years ago

1st Line Future Planning Reviews