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1st Line Future Planning Reviews

5.0 Rating 2,650 Reviews
100 %
of reviewers recommend 1st Line Future Planning
5.0
Based on 2,650 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
Take money. Scam. Phone you 10 tx a day. When they get money they are gone. Mombie has had me again
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Posted 1 year ago
This has to be the worst company I have ever dealt with. They took 2k of my Mum's money back in Jan 2023 and still have not come up with the trust. I have been chasing them every few weeks with a promise of a call-back and nothing. Even the MD got involved and asked me not to leave a negative review until he had time to look into my complaint and promised me a call back - again nothing. As it stands, Mum has lost 2k and this company is not responding to me. I have asked for Mum's money back but again, nothing. I would warn anyone from using this company as I don't believe all their positive reviews are legitimate. They are a cowboy set-up for sure.
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Posted 1 year ago
Pathetic... couldn't even find me anything what a joke... .
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Posted 2 years ago
Very pleased to actually be told I can avoid losing my house to local council if I need to go into care , my children won’t lose their rightful inheritance which is fair and just .
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Posted 3 months ago
Thank you for your lovely review Jacqueline. 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 2 months ago
Susan was very good explaining everything to us also answered our questions
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Posted 3 months ago
Thank you for your lovely review Elizabeth. 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 2 months ago
Georgia was very nice easy to talk to and so helpful, made it all so easy to understand. What an asset she is to you. Thank you so much georgia
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Posted 3 months ago
Thank you for your lovely review Yvonne. I am so pleased that you are happy with the service Georgia 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 3 months ago
I spoke with Rowenna who who was professional efficient and very helpful. She is an asset to your company.
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Posted 4 months ago
Thank you for your lovely review. 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 4 months ago
Kerry came out today and did mirror wills for us and sorted out setting up a trust. She was lovely to deal with and explained everything really well. Plus she didn't mind being slobbered on by our dog!!
1st Line Future Planning 5 star review on 15th November 2024
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Posted 7 months ago
Thank you for your lovely review Heather. 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 7 months ago
We were worried about making a will and my wife and I were arguing constantly about who gets what and how to go about this . We found 1st Line future planning and made an appointment.The Representative who came to see us was Susan Renna. This lady has the patience of a saint explaining everything to us and answering our questions making sure we understand everything, as we knew absolutely nothing about Wills, Power of Attorney or Trusts. Susan came across as a very knowledgeable but caring person and very easy to talk too, nothing was a problem any more. We arranged a second visit with Susan (as she had kindly given us time to consider and take everything in ) she had certainly given us plenty to think about, we then did some research not only on 1st Line future planning but on wills, Trusts and Power of attorney. Based on our experience with Susan our decision to go with her plan for us was made and we now have peace of mind, a sense of security and no more arguments! Thank you Susan .
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Posted 8 months ago
Thank you for your lovely review Colin. 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 8 months ago
Your representative was very helpful and pleasant to deal with
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Posted 10 months ago
Thank you for your lovely review Keneth. 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 10 months ago
We had an excellent meeting with Lesley. She explained everything in laymans terms so that we could understand. Some of the things she told us about Property Protection and Power of Attorney we weren't even aware of so a very enlightening meeting. Lesley was very easy to talk to and offered further assistance should we need it in future. We would thoroughly recommend 1st LIne Future Planning.
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Posted 10 months ago
Thank you for your lovely review Linda. 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 10 months ago
Help with my bills and tablets I'm on cat
1st Line Future Planning 5 star review on 2nd August 2024
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Posted 11 months ago
Was approached by 1st line re future planning, and arranged meeting. Their rep Mary explained what was on offed and how we could avoid potential loss of our estate. We ended up setting up a Trust and lasting power of Attorney . Glad we did this.
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Posted 11 months ago
Thank you for your lovely review. 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 10 months ago
Very helpful and informative answered my questions with clarification would recommend Leslie to my family and friends
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Posted 11 months 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 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 10 months ago
Spoke with Josh on the phone who initially rang me. He was very polite and friendly, he explained everything well and booked an appointment to suit us. Leslie Davis came out to see us and whilst being very professional and thorough in going through all the information and details answering all our questions, she was friendly and easy to speak with. My husband and I were both very happy with the service recieved so far.
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Posted 11 months ago
Thank you for your lovely review Emily. 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 10 months ago
Happy with the service. Sue very nice
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Posted 11 months ago
Thank you for your lovely review Brian. 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 10 months ago
Kerry was extremly helpful .
1st Line Future Planning 5 star review on 11th July 2024
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Posted 11 months ago
Thank you for your lovely review Malcolm. 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 10 months ago
Very nice man Ian Cooper explained everything we're happy to go ahead
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Posted 11 months ago
Thank you for your lovely review Sharon. 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 10 months ago
Honest person did not beat about the bush well done Ian cooper
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Posted 1 year 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 10 months ago
Interesting mind blowing, I found the whole experience costly.
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Posted 1 year ago
1st Line Future Planning is rated 5.0 based on 2,650 reviews