We are all guilty of never “ getting around to it”. I bumped into Paul Quinnel at the Woodcote Steam Rally of all places, saw his banner and thought, yep, need to get someone to do this cos Im not gon... Ver mais
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Veja o que dizem as avaliações
The whole meeting and thereafter was seamless. Great discussion on all the potential ways to make out the “Will” How best to make sure all is covered. Answered all questions I had and put my... Ver mais
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Ed Moodie was the man who took care of my wife's and my Will and Powers of Attorney. He sat in our living room and made everything clear (not an easy task - we are both in our 70s). The back-up ser... Ver mais
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We had an excellent experience with John Kelly as our wills and estate planner. He was professional, knowledgeable and took the time to explain everything clearly and patiently. John made what can be... Ver mais
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Detalhes da empresa
Escrito pela empresa
At Secure Inheritance we don’t just ‘do’ Wills, we specialise in helping you make the ‘Right Will for you’. Having the ‘Right’ will ensures that the maximum possible goes to your chosen loved ones, and not unintended others.
Informações de contato
Unit 9, Morston Court, BS22 8NG, Weston-super-Mare, Reino Unido
- 0800 803 0154
- info@secureinheritance.co.uk
- secureinheritance.co.uk
5,0
Excelente
618 avaliações
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Will writing the straightforward way!
Although we are not phased by talking about Wills, Gary (Owen) quickly put us at ease with his pleasant demeanour coupled with his obvious knowledge of the subject. He listened to our thoughts and offered a number of options which would have met our requirements without trying to "push " us towards any particular option i.e the decisions were made by us!
21 de outubro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hello David,
It was a pleasure to meet both yourself, as well as your wife last week.
Thank you very much for your lovely feedback - it really means a great deal to me.
I’m so glad that you didn’t feel pressurised at all, and were happy making your own decisions, following our conversation.
Many thanks once again.
With kind regards,
Gary Owen
I highly recommend Secure inheritance
I highly recommend Secure inheritance. Dan was very helpful, explained everything very clearly and offered excellent advice. He explained all of our options so we could make an informed decision that suited our needs best. And the fact he could come to us to discuss everything and complete necessary paperwork made life a lot easier.
24 de outubro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Dear Emma,
Many thanks for taking the time to write this review.
It was a pleasure meeting you all and taking care of this important planning for you and your family.
Very best regards
Dan Lion
Julie Nicholls made us feel at ease
Julie Nicholls made us feel at ease, from the initial contact by telephone through to the home visit, the experience left us feeling comfortable and reassured that we had picked the right Company, and definitely the right person to help us to get our LPAs in place. Thank you Julie.
Chris and Paul
9 de outubro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hi, It really was so lovely to meet you both and I am glad you felt reassured. I will look forward to seeing you again at the signing.
Take care, Thanks Julie Nicholls
One of my best decisions
Ed Moodie, my advisor, put me completely at my ease and took me, patiently and in great detail, through the process of drawing up my LPA. It took me long enough to come to the point of setting one up, but I couldn't have chosen a more patient advisor. Thank you.
2 de outubro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hi Christine,
I really appreciate you taking the time to leave a review and it was a pleasure being able to help you with these vital documents.
I look forward to meeting you in person when I bring the LPA’s to you for signing and witnessing and hopefully helping other members of your family with their Wills and estate planning at the same time.
Many thanks again and kind regards,
Ed Moodie
I already spoke to Julie Nicholls she…
I already spoke to Julie Nicholls she was very polite helpull and friendly
8 de outubro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Thanks Asrar, it was lovely to be able to put the necessary protection in place for your loved ones.
Thanks Julie
Secure Inheritance legal Services LTD…
Secure Inheritance legal Services LTD were very helpful and professional
Barry Holliday was our representative, he has been very professional and understanding to our recent urgent family matter to which he has gone above and beyond to resolve our situation. He has been extremely friendly and helpful during the whole process, Barry’s attention to detail has protected every member of our close family including making our worried 86 year old Nan feel safe and secure
I would highly recommend Barry Holliday and Secure Inheritance Legal Services LTD
10 de setembro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Dear Becky, Dawn and of course Evelyn,
It was an absolute pleasure to look after your families needs and thank you so much for taking the time to write about your experience and the quality of our service. Each and every client we look after all have individual needs and to look after 3 generations wishes was my absolute pleasure.
Peace of mind is a crucial benefit of sorting such matters out and I am pleased in particular for Evelyn she can now relax and know her families needs are secure and protected.
Thank you once again these reviews really matter both to me personally but also our Company…….
Barry Halliday
Excellent Service
Barry came out to our home as we needed to write our wills and sort out our Lasting Power of Attorney's.
We are so pleased how Barry put us at ease, he listened, gave good advice, was friendly and has excellent knowledge.
Thank you Barry, we would highly recommend you.
23 de setembro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Dear Karen and Paul,
Firstly thank you for taking the time to write such a lovely review. Each review we receive I always carefully consider them to ensure I am always providing the very best service I can offer on behalf of Secure Inheritance Legal Services. Your kind comments is pleasing to read and being as up to date as possible with solid estate planning is key, so Thank you for acknowledging my knowledge and advice provided. See you both very soon!
Barry Halliday
Julie ws very efficient and explained the option in a Lear and
Julie ws very efficient and explained in a clear and precise manner the options available when making our wills which we took up. Wa are very pleased with the service we received.Recommend .
26 de setembro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Thank you so much for taking the time to write a review as it is great for us and our prospective customers.
It was a pleasure being able to assist you in making the right Will for you so that your family are protected in the right way.
Kind Regards Julie Nicholls
Where there's a will, there's a way!
We were recommended to John Kelly, and we were not disappointed. He answered all of our questions, was endlessly patient and importantly was thorough in making sure we understood all of our options and the impact of our decisions. He made what seemed a daunting task into a reassuring experience, with humour, understanding and professionalism.
16 de setembro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hi Tracy,
Thanks so much for your kind words. It really is most appreciated. I'm so pleased that I was able to turn what felt like a daunting process into something reassuring for you both. And yes, a bit of humour always helps!
Regards,
John Kelly
Gary Owen
We felt very comfortable dealing with Gary. He was very professional, giving us clear and useful information and guidance which made it easier for us to make decisions for the future for ourselves and our family.
28 de agosto de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hello Anne & Ed,
Thank you very much for your lovely review; it’s great to know that you found my advice of benefit.
I will of course, keep in touch, and if you need anything from me, do not hesitate to ask.
With kindest regards,
Gary Owen
Great service from Louisa Phillip
Great service from Louisa Phillip. Came to house and answered all my questions. Gave me security that my will is valid and will be registered properly. Always professional and accommodating.
10 de setembro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Thank you so much for your kind words and for taking the time to share your experience. It means a great deal to know that our support made a difference, and we’re truly grateful for your trust.
Will making can feel daunting, but we’re committed to making it clear, calm, and personal, so it’s wonderful to hear that came through.
If there’s ever anything more we can do, we’re just a message away. Thank you for the referral.
Louisa Phillip
Advice on new will
Was recommended to Dan Lion by my son. After an initial discussion by telephone to discuss changing my will this was followed up with a Zoom meeting. Throughout the meeting Dan gave succinct sensible advice and guidance. What impressed me was that he didn't just see this as an opportunity to do a hard sell and try and get me to buy other products that he was able to offer. I am very happy to give Dan a five star review.
2 de setembro de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hi Clark,
Many thanks for taking the time to leave this great feedback.
It was a pleasure helping you with this, understanding what’s important to you, what you wanted to achieve, and making sure that your updated Will reflects this.
Very best regards
Dan Lion
Mixed experience
We followed up on an advert in the local Fayre magazine for a basic will in return for a charity donation. The initial experience was positive with the wills sorted relatively promptly with a good service of safe storage and online access, this aspect was really smooth and positive. However the initial will request led to a sales pitch for the setting up of power of attorney and the setting up of trusts as a way of avoiding future care home costs, things we never asked for at costs 10-20 times the initial outlay we intended to have. This was pushed to us several times and even now a few months later we have still been receiving follow up sales calls - usually at the end of the month - for a service we didn’t ask for in the first place. Whilst our advisor has always been polite, we would have preferred to focus purely on the service we asked for.
31 de agosto de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Thank you for sharing your feedback—we genuinely appreciate hearing from our clients. We're glad to know you were satisfied with the service overall and had a positive experience with your local advisor.
We are, however, concerned and apologise if any part of the conversation felt more like a sales pitch than tailored guidance. That’s never our intention. As a comprehensive estate planning firm, our priority is to ensure every client receives clear, relevant advice that reflects their unique circumstances. This often includes discussing ways to help safeguard future inheritances from unintended loss and highlighting the growing importance of Lasting Powers of Attorney in today’s environment.
In line with your preferences, we’ll make sure you’re not contacted unnecessarily—aside from our annual courtesy review, which helps ensure your Will continues to reflect your current wishes. Of course, if you ever need support or have any questions, we’re always here to help.
Andrew Stock
Managing Director
Good experience
My wife and I have just done written our wills. Ed Moodie was very clear, thorough and patient and we were very happy with the experience.
19 de agosto de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hi Nick,
Thank you for taking the time to leave a review of our services.
It was a pleasure helping you both with these vital documents for you and your family and your review will help others to make their own decisions as to who to use for this process.
Kind regards,
Edward Moodie
Great service
Clive was extremely helpful, knowledgeable and helped us through the process of setting up our Wills etc. Would definitely recommend.
18 de agosto de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Dear Matthew
You are very kind, it was wonderful to spend time with you and your family, including the "littlelest hobo".
Clive Beesley
Professional help and advice
It was great meeting Dan Lion who came to my home to explain and help me with my Will. Dan answered all my questions clearly and explained exactly what was needed to prevent any future problems. He patiently went through the process and discovered faults with an existing Will which I was extremely grateful for. Thank you Dan and its good to know that you are always on hand by phone should I need to contact you. Ramon.
7 de agosto de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Dear Ramon,
It was great meeting you too, and a pleasure helping with your Will.
I’m delighted to read that I was able to make the process straightforward and we were able to identify and solve the problem which invalidated part of your previous Will.
It’s my aim to exceed my clients expectations and I hope I was able to do this for you.
Very best regards
Dan
Julie was amazing to deal with
Julie made everything seem easy to execute, and made my grandmother feel relaxed given the circumstances of the need to contact Secure Inheritance to begin with. We cannot fault Julie at all, and will definitely be recommending this company to friends and family going forward.
8 de agosto de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Thank you John for your kind words and it was a pleasure to negotiate your grandmother through everything during this difficult time and put the protections she needs in place. She is lucky to have such a fantastic support network which was great to see. Take care.
Thanks
Julie Nicholls
Expert advice delivered with care.
I cannot fault John Kelly or his approach. From the very first call, he put us at ease. He came to our home and took the time to sit with us, explaining the legal wording in a way that was easy to understand and digest. No matter how many questions we asked, he made us feel comfortable, listened to, and respected.
I now feel a huge weight has been lifted, knowing I’ve taken steps to unburden my loved ones when the time comes. You simply can’t put a price on that kind of peace of mind.
31 de julho de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Hi Daniel,
Thanks for taking the time to leave such a kind review. I’m so pleased you feel that the huge weight has been lifted. As you say, you can’t put a price on that kind of peace of mind.
Regards,
John Kelly
A really Smooth process from start to…
A really Smooth process from start to finish thanks to Paul Williams who explained everything throughly with regards to wills and power of Attorney, providing us with options, time scales, and being very accommodating with appointments and locations. I would highly Recommend.
14 de julho de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Many thanks for your kind words Alex. Please send my regards and best wishes to your grandfather and I hope he is recovering well from his recent illness. I will be seeing you shortly to collect the documents for storage and submission to the Office of the Public Guardian and we will follow everything through to conclusion.
Paul Williams
Julie Nicholls was tremendous
Julie Nicholls was tremendous, giving me advise to ensure I had everything in place. Thank you for all your help. Gavin
23 de julho de 2025
Avaliação não solicitada
Resposta da Secure Inheritance Legal Services Ltd
Thanks Gavin, I am glad that you are happy with the process and advice. It’s great to be able to put your mind at ease you knowing everything you own will go to the correct people when the time comes.
Thanks
Julie Nicholls
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