Pearson's Estate Planning
Surrey
(6)
Surrey
(6)
We are offering FREE telephone/video consultations for clients with 10% off our packages.
Please contact us on 020 •••• •••• or via email e•••••@••••.co.uk to discuss further.
http://www.pearsonsep.co.uk
Pearson's Estate Planning provides families with peace of mind when organising and planning for the future for their loved ones.
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6 customer reviews
Abigail
Myself and my Husband went to Pearson's to have our Wills, Power of Attorney, Funeral and Life insurance carried out. We received an exceptional service. Aaron came out to visit us and took great care explaining everything and carrying everything out efficiently and professionally. We now feel so at ease that all our affairs are in order and we did not have to pay through the roof to do so. Thank you to Aaron and Gabriella! More...
peter grant
Wills and Estate Planning
very proffesssional and accomodating
Claire Dawe
I would highly recommend this business. I’ve been looking into doing this for a while and felt that they had a great understanding of what I wanted from a policy,and were informative on the options I could go with. Thanks Pearson’s estate planning ltd, I feel at ease that myself and my boys are now covered. More...
Reviewed on Facebook
Marie Andersson
Friendly and knowledgeable service without being pushy. Really listen and recommend what is best and most affordable for you. Good to know that mine and my family’s interests are in safe and caring hands. Very satisfied. More...
Reviewed on Facebook
Phillip Bailey
Personal caring service! Informative advice and information! People who “really know their stuff”! No hard pressure selling! I have done my Will, my Funeral Plan and my Lasting Powers of Attorney! Can’t recommend them highly enough! 10/10 More...
Reviewed on Facebook
Danny J Daly
Highly recommended service! They are brilliant at making sure they gather enough information to give you the best quotes and the best policies that suit you! They are very very helpful. My life is now insured and it’s all thanks to these guys More...
Reviewed on Facebook
What do you love most about your job?
What we love most is meeting new people from all different walks of life. Trying to make topics such as Wills & Funerals Plans a little bit more light hearted & seem less stressful to organise!
What inspired you to start your own business?
We are a married couple who were working in the same industry but felt we could achieve more & always had plans to start our own business. We were unfortunately made redundant, which gave us a push to start the company earlier than expected.
Why should our clients choose you?
We offer honest, relevant advice without our clients feeling pressured or overloaded with jargon! Every client we treat as an invidiual & ensure they receive excellent customer care from start to finish. We will always go the extra mile to help our clients & making sure whatever they choose product/package wise is right for them.
Will Writing
A Last Will & Testament that is specifically tailored to suit your requests, which will be legally binding. We offer a FREE telephone consultation or home visit to discuss your wishes and requirements, along with Estate planning advice.
Lasting Power of Attorney
A legal document that lets you appoint one or more people (known as ‘attorneys’) to help you make decisions or to make decisions on your behalf when you have lost capacity.
Trust Work
There are various trusts available: Protected Property Trust (Life Interest Trust), Children’s Trust, Vulnerable Person’s Trust, Flexible Life Interest Trust. All will be explained and discussed by our expert adviser's.
Life Insurance / Life Insurance Trust
Life Insurance is a valuable tool within your estate planning. Whether it be used to pay off an outstanding mortgage, to help raise children or simply to leave a legacy behind to loved ones. The trust mechanism within Life Insurance allows you to keep your Life Insurance and Will separate. Meaning no risk of inheritance tax or probate.
Safe Hands Funeral Plan
A pre-paid funeral plan relieves the burden and cost from family whilst allowing you to ensure your wishes are carried by your loved ones. Which secures today's cost of a funeral. The plans are flexible and allow for monthly instalments to be spread over a maxim of 10 years to suit your affordability.
