At Affinity Legacy Planning we pride ourselves in our ability to inform people of what steps they can take to protect, grow and preserve their wealth. We then work with clients to assist them in the undertaking of these actions by providing access to, and working with, trusted professional partners which may be ordinarily costly or difficult to obtain.
Our services include:
Lasting Power of Attorney
Affinity Legacy Planning LLP recently resigned as a Member of the Society of Will Writers after being a Member for 5 years because Affinity Legacy Planning LLP now utilises the services of Solicitors Regulated by the Solicitors Regulation Authority and Independent Financial Advisors regulated by the Financial Conduct Authority
• Winner of Estate Planning Consultancy of the Year 2020 - Innovation and Excellence Awards.
• Awarded Best Estate Planning Consultancy 2019 - SME News Awards.
• Winner of Estate Planning Firm of the year - South East England 2020 by AI Awards.
8 customer reviews
During the middle December 2020, I was given Excellent and Superb Professional advice by Affinity Legacy Panning regarding Estate Planning -Wills etc.
Consequently, I instructed them to prepare A Will for myself and my Partner, also a Childrens Trust and a Protection Property Trust.
Our Will and Trust Documents arrived on the 9th of Jan 2021.
A Prompt and Bespoke Service!
I regularly recommend Affinity Legacy to my Business Colleauges, Friends and Relatives.
Michael Meredith. More...
Reply from Affinity Legacy Planning LLP
Dear Michael, Thank you for taking the time to leave your 5 star review. We are very pleased we could help fulfil your needs and provide you with excellent advice! We look forward to working with you again in the future should you need our assistance. Best Regards
Would have given no stars had the option been available. Appalling customer service once Company receives your money. Severe delays in customers receiving draft will and will.
Company takes deposits and takes money for deposit from client years later even when no will provided.
Stay far from using this company. Claimed to be affiliated with society that rights Wills and was on all company material and signature at time of consultation. Further research and enquiries made with organisation and individuals. This was not the case. Cost of service does not match service provided. Little to no follow up once you pay. Interest is money not your legacy More...
Stanley is not registered with the society of will writers and FCA do not have him nor his comapny listed. He has my money and is refusing to return it to me but has not produced the product that I paid for. He is very informative because he is trying to get money out of people. He has spend how long now trying to get me to open up trust funds that I do not want nor need. When told this he still deciede to bombard me with reason as into why Should take it out when my children's money is already been put into trust with my life insurance for free. So why was he bombarding me for more money for more products before writing up the will that paid for on 18/6/19 and as of 12/7/19 had still not receieved even a draft. Therefore I requested back my money due to his lack of producing what have paid for and his forceful manner to try to get me to take out more packages with him. Since me bringing this to his awareness he has seized calling me and has not given me back my money. So I have reported him, his wife, his company name to both FCA, The Society of Will Writers, Action fraud and trading standards. More...
Reply from Affinity Legacy Planning LLP
This Client was visited by her Friend who was a trainee Agent for my Company. She gave the necessary information required to draft her Will, but because she has 2 underage Children, she was advised that they could only be Beneficiaries if she agreed to do Children’s Trust costing £100 each or she could nominate an alternative Beneficiary who was over the age of 18 and when her Children became that age I would prepare free Wills naming her Children as Beneficiaries. The Client agreed to do the Children’s Trust but said she would pay for it mid to end July 2019. The Client suddenly on the 12th July, decided to request the refund of the £145 she had paid for the Will and Storage facilities. I paid £49 of this to her Friend as Commission for visiting the Client and taking her instructions. The Client was told that her request for a refund was denied because she had signed a legally binding Agreement which required her to put any request to cancel in writing within 14 Days of signing the Agreement. My Company had already prepared the draft Will awaiting payment which was promised for the 2 Children’s Trust, but she decided on the 12th of July that she no longer wanted the Children’s Trust, because she already had a Life Insurance Trust in place for them. I explained to the Client that the Life Insurance Trust would only be about her Life Insurance Policy and not about any other Assets she has now or in the future. I was a Member of the Society of Will Writers for over 4 Years and recently resigned voluntarily because my Company utilises the Services of those regulated by the Solicitors Regulation Authority and the Financial Conduct Authority and therefore do not need to be a Member of the Society of Will Writers to prepare Wills. This Persons only motive is to be slanderous and malicious because of jealousy and has also been insulting my Wife and doing and saying anything that she believes will discredit my Company. I would also like to point out that the Agreement that she signed allows the Company a minimum of 28 Days to draft and post Documents out to our Clients.
Since doing business with Stanley I have found him to be nothing but knowledgeable, lucid and well organised. I have no doubts in recommending his services and have already got my brother to call him about his fantastic services. He can't speak highly enough about him More...
I would most certainly recommend Affinity Legacy because of their impeccable service. On Meeting with Mr. S Taylor, he was very professional, informative in how he delivered the service.
What I like about the company is that they have a 24 hr service, so if there is any concerns, they are reliable and efficient to your call. Giving you a reassuring response.
I can certainly recommend Affinity Legacy Planning I have just completed my mothers Trust, Power of Attorney Financial and Health alongside updating her will.
My mother found the experience comfortable, respectful and at sometimes very humorous. I saw how Affinity worked with my mother to make her feel comfortable and safeguard her assets.
After my mother's business was conducted I booked Affinity to visit me and my family and we have just completed my Property Trust and Wills the customer service is excellent and I have recommended Affinity to all my family and friends.
It takes no time to plan for your future and for the future of ones that you leave behind. More...
Stanley Taylor...professional and efficient! Highly recommend his service
I received a very informative and professional service from Mr Taylor, I have already recommended the company to family and friends.