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Templar Estate Planning

Caversham, Reading, Berkshire

(12)
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‘19 Certificate of Excellence, 2019

About

A friendly will writing and estate planning business based in Caversham, Reading Berkshire but serving the surrounding Berkshire, Buckinghamshire and Oxfordshire area.

We come and meet you at a time and location convenient to you. Normally weekday daytime or evening appointments, but also sometimes at weekends.

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Reviews (12)

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5/5

12 customer reviews

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14 October 2019

Pleasure to deal with. Very knowledgeable and helpful. Gave us the facts, costs then left us to decide. Quickly answered any questions we had. also came round to make sure all documents wee signed correctly.Decided to go for their secure storage facility too. More...

Reviewed on Google Maps

14 October 2019

Can't fault the service we received. David was very kind and considerate, especially towards my late wife. This put us at ease and gave us one less thing to worry about. Since my wife died, David has been very supportive providing assistance and advice whenever asked. I am so glad we chose to use this company and would recommend them to others. More...

Reviewed on Google Maps

8 October 2019

We used this company for our wills and lasting powers of attorney and then recommended them to my parents to use also. We would not hesitate to recommend to others. We decided to use trusts to better protect our house and other assets so as to pay as much as possible to our children and eventually grand children. More...

Reviewed on TrustPilot

27 September 2019

Great service from start to finish. Very friendly and helpful with any request or question (and I asked quite a few!) be it phone or email. Came to visit me and my family at our home which was more convenient as my wife is physically disabled. We planned on our children on being executors so wanted them present. David explained all the various options, together with their pros and cons, gave use documents to read and then applied no pressure. We were able to decide what to do at our own pace and after doing some research. The service is not cheap but competitive compared to a local solicitor firm we also spoke with and certainly more friendly than them!!! We thought it was worth the money as gives us peace of mind, will protect our assets and make sure they go to our children and any future grand children. Would highly recommend. More...

Reviewed on Google Maps

24 September 2019

Professional and very friendly. Helped me with advice even after completion of will writing. I would highly recommend this company andalways felt comfortable and well advised.

Reviewed on Google Maps

2 August 2018

Can't fault Templar and David. Really helpful from the start. I was not really sure what my options were but David fully explained them in a way I could understand. There was absolutely no pressure at any point which was much more relaxing. Came away happy and feeling more secure with my estate planning finally sorted! Thank you! More...

Reviewed on Google Maps

2 August 2018

Happy with the service. Took a bit longer than had hoped but they were setting up some complicated planning.

Reviewed on Google Maps

2 August 2018

Was worried about having to sell my house if I need to go into a care when I get older and Templar helped me to arrange my affairs to protect against this so I feel a lot happier. I would rather my house is kept for my children as I put a lot of effort working to pay for it. More...

Reviewed on Google Maps

2 August 2018

Very good service - came to my home in the evenings so convenient. Very knowledgeable and great range of products. Feel fully protected now and would recommend.

Reviewed on Google Maps

10 July 2018

Joint mirror wills drafted without having to leave my home. More convenient and better price than quoted by other local solicitors. Plan to get powers of attorney done in a few months time. More...

Reviewed on TrustPilot

29 May 2018

Great range of services and visit you in evenings sol don't have to take time off work.

Reviewed on Google Maps

2 January 2018

Top notch service. Came to my home to draft a Will for myself and partner. Explained options clearly. Recommend.

Reviewed on Google Maps

Q&As

Being able to offer families peace of mind, security and protecting their assets for future generations.

Controlling my own destiny and being more productive.

We are a local established business that is friendly and puts the needs of our clients first. We strive for long term relationships and referrals over quick sales.

Always available for telephone discussions and face to face meetings.

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