Name: 1st Line Future Planning
Address: The CourthouseMargaret StreetAmmanford, The CourthouseMargaret StreetAmmanford, Ammanford
Rating: 4.95

“Great advice a lot of help in how to do my will”

1st Line Future Planning 5 star review on 24th June 2024

Helpful Report

Posted 6 months ago

Thank you for your lovely review, James. 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 6 months ago

“Absolutely fantastic, everything explained so it was understandable.”

Helpful Report

Posted 6 months ago

Thank you for your lovely review, Janice. I am so pleased that you are happy with the service Mercia 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 6 months ago

“Every thing was explained for myself to understand. Very Polite and understanding, with no Pressure to Buy the product”

Helpful Report

Posted 6 months ago

Thank you for your lovely review, Marina. 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 6 months ago

“Ian was very professional and gave good advice &insight into your products he's an asset to your company”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Barbara. 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 6 months ago

“Our Consultant Leslie Davies she was amazing. A woman who truly knows her job well. From the moment we met, I felt very comfortable and at ease with her. Her laughter was infectious I can truly say, I enjoyed her company. She made you feel it was a social day out as oppose to her working and sorting out your life's affairs. Thank you Leslie.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Audrey. 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 6 months ago

“Like I said I was really impressed with everything and Georgia was so lovely and so was Ian they really made me feel assured the best company for life insurance”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Amanda. 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 6 months ago

“Was very pleased with the service we received from 1st line future planning. The fact we were able to have a home visit was a real bonus and the representative was lovely, she made us feel really comfortable”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Jill. I am so pleased that you are happy with the service Mercia 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 6 months ago

“Susan was prompt on time and extremely helpful and knowledgeable”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Linda. I am so pleased that you are happy with the service Suesan 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 had the pleasure to have Leslie Davies visit us to help with our wills and trust information. Leslie was lovely and did not rush us, explained everything perfectly (probably baffled me with so much information). She followed up the next day with more literature and was not pushy at all. Happy to be using their services.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Lisa. I am so pleased that you are happy with the service Leslie 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 7 months ago

“Everything was explained clearly by Susan Renner, she was extremely helpful and pleasant, and made us feel very comfortable and satisfied with the outcome. Many thanks”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Michael. 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 7 months ago

“first class service,Georgia who is an estate planner was very professional she explained in great detail, about what happens, so I understood everything from start to finish I will be getting the best service out of my plan one very happy customer”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Sheila. 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 7 months ago

“The information that I received from agent lan copper when he visited my home was remarkable lan gave me the right will information that suited my needs and I'm very happy with what I've received.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Dave. 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 7 months ago

“Friendly, clear and helpful”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Linda. 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 7 months ago

“Very friendly and helpful. Sorted out all that we asked for.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Carol. 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 7 months ago

“Absolutely fantastic meeting where Miss Hardy explained everything in detail.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Patricia. I am so pleased that you are happy with the service Joanne 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

“Mercia explained things Very well,giving mr Confidence for thr Futur.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Lynne. I am so pleased that you are happy with the service Mercia 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

“A very pleasant lady visited to start the process of giving me a Will. She helped me to understand the need for a will, not only for when I die but for my care while I’m alive if I should need it.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Mary. I am so pleased that you are happy with the service Mercia 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

“Kerry was fantastic. She spotted glaring flaws in my exisiting paperwork from a different company, and is working to eradicate these!”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Vanessa. 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

“Susan was very thorough and informative. Presented clear reasoning and examples of why we needed to take out a PPP trust and POA, taking into account our personal circumstances. Although a lot of money for us to find, it was the right thing to do. Very engaging lady.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Beverley. 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 7 months ago

“Kelly was amazing. Pointed out the weaknesses in my current provision, and reassured me it wouldn’t be expensive to put right.”

Helpful Report

Posted 7 months ago

Thank you for your lovely review, Vanessa. 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

Shipping & Delivery
Delivery Methods	Postal Service
On-time Delivery	98%
Customer Service
Communication Channels	Telephone, Live Chat, Email
Queries Resolved In	Under An Hour
Customer Service	5 out of 5

1st Line Future Planning Reviews