Protect, Plan & Pass on...
Phoenix Estate Planning are a Society of Will Writers (SWW) regulated and qualified specialists at Legacy Planning & Will Writing, with jargon free and easy to understand advice.
Our affordable Trusts, Will Writing Service, Lasting Powers of Attorney, Inheritance Tax &
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32 customer reviews
Nicolas Lumb
A very friendly service, easy to understand and Sonny explains everything to meet your needs , very reasonable prices , would highly recommend to all , will definitely be using again in the future when the time is needed.
Reviewed on Google Maps
James Haycock
Sonny was totally knowledgeabbe and helpful. He took the whole process through to completion. He was always pleasant and supportive, even when I was slow to understand. The value for money compared to others is frankly fantastic. More...
Reviewed on Google Maps
Claire Jones
Sonny provides a fantastic, friendly but professional service. A true delight! Made everything very easy for me and explained everything thoroughly. Made a serious & important matter lighthearted and felt very reassured! Cannot recommend enough. Thankyou! More...
Reviewed on Google Maps
Laura Dickens
Wills were made very easy cant recommend enough Sonny was so helpful and happy to answer all my random questions and nothing was to much trouble we had our meeting and the same day they were written sent for us to proof read and then posted following day
Reviewed on Google Maps
Dave Chapman
Sorted our Wills Trust and loads of help , a really nice guy Sonny and I would not hesitate to recommend him 👏👏👍👍
Reviewed on Facebook
Dave Chapman
Sorted our Wills Trust and loads of help , a really nice guy Sonny and I would not hesitate to recommend him 👏👏👍👍
Reviewed on Google Maps
Tania-Maria Wall
⭐️⭐️⭐️⭐️⭐️ Phoenix Estate Planning, led by Mr Sonny Ullah, provided an excellent and highly professional service. He guided me through the preparation of my Will and LPAs with clarity and efficiency, ensuring everything was tailored to my needs. Instructions were taken seamlessly via Teams, which made the process both convenient and straightforward. I would confidently recommend Phoenix Estate Planning to anyone seeking reliable estate planning support. More...
Reviewed on Google Maps
Simon Taylor
An absolutely superb service provided by Phoenix Estate planning. First Class and we would highly recommend this company for all your Wills, Powers of Attorney and Estate planning needs.
Reviewed on Google Maps
dino070688
Sonny was very friendly and professional we would highly recommend phoenix estate planning
Reviewed on Google Maps
Nick Collins
Amazing service from Sonny at Phoenix Estate Planning! From the very start, Sonny took the time to explain everything in a way that was clear, straightforward and easy to follow. Estate planning can often feel daunting and complicated, but he broke it down step by step, giving me the confidence to make the right decisions for my family’s future. His professionalism and attention to detail were evident throughout, and his patience in answering all my questions made me feel completely reassured. What stood out most was his genuine care—he really listened and understood my concerns, ensuring that the plan we put in place reflected my family’s individual needs. Thanks to Sonny, I now feel secure and at peace knowing that everything has been properly organised. I would highly recommend Phoenix Estate Planning to anyone seeking trustworthy advice and exceptional service. More...
Reviewed on Google Maps
Sarah Flint
Excellent service and very professional, I would definitely recommend Sonny and his team
Reviewed on Google Maps
Susan Armitage
Sonny was very helpful and guided us through the process. He was accommodating with his appointments to work around our shifts and availability. We would recommend and use again.
Reviewed on Google Maps
Trish Ottewell
Very sorpportive throughout the whole experience. Good value for money and trust worthy. Would highly recommend.
Reviewed on Google Maps
david
Needed a Will and 2 LPA doing, came out to see us and explained everything really well. Very friendly and would highly recommend
Reviewed on Google Maps
Mark Stevenson
Had Sonny at Phoenix Estate Planning visit my mum to arrange her will and other documents. He made it all very easy and light hearted while also being professional. Highly recommend.
Reviewed on Google Maps
Richard Venables
Sonny visited us at home and gave us excellent, professional advice. He has a great knowledge of estate planning and gave us tailored advice which we acted upon. Apart from being excellent at his job, he is a very personable guy and we felt very comfortable in his company. We would highly recommend him for all aspects of estate planning. More...
Reviewed on Google Maps
elizabeth Rhodes
We were introduced to Sonny through our Financial Advisor after we enquired about Estate Planning for the future. He has been nothing but helpful, prompt with paperwork, available for home visits. He is knowledgeable and willing to answer all our questions, even the ones we didn't understand and needed explaining more than once! We would happily recommend him, he is not pushy, explaining his charges clearly on the first visit. A thorough and Professional service given. More...
Reviewed on Google Maps
Salim Algunaidi
Highly recommended. Very professional and efficient. Sonny was really helpful throughout, guided and kept us informed throughout the process. 100% will be using or referring him to family and friends. More...
Reviewed on Google Maps
SalimA-36
Highly recommended. Very professional and efficient. Sonny was really helpful throughout, guided and kept us informed throughout the process. 100% will be using or referring him to family and friends. More...
Reviewed on Yell
Kieren Brown
Sony was fantastic at sorting out LPA's for my grandparents. They live very much in the past but Sony came round and talked them through it so they were happy to proceed. Always keeping us updated. Couldn't recommend more 👌 More...
Reviewed on Google Maps
BARRIE BOND
Absolutely brilliant service from Sonny...came to our home on three seperate occasions to help us out with lpa...nothing was too much trouble for him and i would recommend this company to anyone needing this work doing..
Reviewed on Google Maps
Pauline Fleming
Professional, helpful and understanding the importance of guiding you through a sensitive subject. Highly recommended
Reviewed on Facebook
Kenneth Clark
Excellent. Very Practical and helpfull
Reviewed on Facebook
RachelR-2441
Really appreciated the exceptional level of service and support Sonny provided. LPAs and Wills are not the most pleasant of things in life, but Sonny put us at ease throughout, and made the whole process efficient. Most grateful I would highly recommend and will be coming back to use for myself and my partner. Couldn't have been any better, thank you so much More...
Reviewed on Yell
KathleenC-137
I dealt with Sonny Ullah from the 1st enquiry to the end with the signing of the will, trust etc. He gave me full confidence in what I was doing by explaining everything to me so I could understand the benefit not only to me but my family as well. it took some time to get both my daughter and son together for the signing but Sonny was very paitent. I would have every confidence in recommending Sonny to my family and friends. More...
Reviewed on Yell
MarjorieB-13
I had put off making my Will and LPA’s as I found the idea quite daunting.Sonny answered all of my questions simply and explained the process in terms I could follow.I would recommend him to all.
Reviewed on Yell
Owami Bhengu
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Reviewed on Facebook
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Reviewed on Facebook
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Reviewed on Facebook
Emmanuel O. Emmanuel
I can't explain myself right now what I received on my wallet was so great and surprising, an amazing huge amount was sent to me by trading with an expert, You so much deserve an accolades on this Mrs MORRIS BERTHA. Always do your best, what you plant now you harvest later, I made $13,900 with just little amount of $1,000 She did a great job, thanks to Mrs MORRIS BERTHA for making that come through. Please all you have to do is to contact her and be a part of this online investment, Her info.... Email::MorrisBertha45@gmail.com Whatsapp: +1 (207) 810-8314 More...
Reviewed on Facebook
Anjum
Wills and Estate Planning
Wrote on behalf of Jean Burgess who uses their service
Very efficient eient proffessional and extremely helpful detailing everything in simple terms making a difficult decision easily done.
Reply from Phoenix Estate Planning
Thank you for the review, it was a pleasure to help Jean put her plans in place
Waqaas Ashraf
Sonny at maplebrook sheffield was very efficient and answered all my father’s queries in detail regarding having a trust in place. My father wasn’t aware of how effective Trusts are and Sonny explained this in detail. Thank you Sonny for helping my dad.. would definitely recommend this affordable service to anybody with any assets. More...
Reviewed on Facebook
What do you love most about your job?
Helping people to find solutions to problems they may not of thought about
What inspired you to start your own business?
I started this because of what happened to my father
Why should our clients choose you?
I am qualified and offer the best advice possible. I do not upsell, I provide the solutions so that the client may make a fully informed decision.
Can you provide your services online or remotely? If so, please add details.
Yes - I am able to video call via Zoom/Whatsapp/Facetime. Instructions are taken via video call and documents are posted or emailed.
What changes have you made to keep your customers safe from Covid-19?
We offer remote appointments. Should a client wish a home visit, we will wear a mask and adhere to social distancing
Wills with a Free Copy from £149
Price includes Free Copy of Wills and Free registration of Wills on the National will register.
Single Will £149, Mirrored Wills £199 - Instructions to pass on your lifetime’s work to whom you want
Lasting Powers of Attorney £90 Each
Single & Mirrored - Allows your loved ones to make decisions for you should you lose capacity. Without this, the family courts will appoint a local solicitor who has no empathy or understanding
Trusts
Protection from IHT & other outside influences.
Landlord Trust
Stamp duty, Capital Gains Tax (CGT) & Inheritance Tax (IHT) can all be negated with proper planning for people who have buy to lets
IHT Planning
You’ve paid tax all your life, why pay it when you pass away?