Keep Trust Planning - Oxford

matonguitar

Dealing with Keep Trust Planning has been easy and stress-free. The setting up of arrangements for the family has gone ahead most satisfactorily. Everything has been very clearly explained. The staff are available, friendly and efficient - a model of professionalism! All I can say is that so far I haven't a single complaint. Far from being stressful, it has been peace of mind!

Betty Oakes

Thank you so much to keep Trust Planning for you expert advise and planning for our future. All advice was given in a clear, concise and understandable manner. (Layman terms!)
All our questions were answered professionaly in a clear and pleasant manner. Our sincere and grateful thanks to Andrew Brackenbury, you made a difficult choice and decision easy.
We have no hesitation in recommending your company to others.

Jonathan Williams

The representative of Keep Trust Planning has been excellent throughout, guiding us through all the necessary steps required to set up a trust, and explaining clearly every step of the process. His manner was very friendly and relaxed, and all questions were answered to our satisfaction. We got the strong impression that Keep Trust was most definitely on our side! Highly recommended.

Kimberley Henry

Fantastic and efficient service, Andy was the thorough and ensured I had the correct Will in place.

Andy also referred me to a financial advisor to help with life insurance, which was a quick and easy process!

Claire Cross

As a family we would highly recommend the services provided by Keep Trust Planning. It has given us all peace of mind knowing that all our Mums financial matters have been taken care of for the future. The service is handled with sensitivity in a professional and personable manner.

Joan Gibbons

Andy couldn’t have been more helpful when redoing our wills. He gave us such good advice about inheritance tax and protecting the inheritance for our daughters. He is a really fun guy to deal with and explained things in a way that we could easily understand. I highly recommend Keep Trust Planning! Thank you Andy

John Marsden

George was friendly and helpful from day one. We were in communication with him via Zoom & emails and my (frequent) queries were answered efficiently and graciously.
Thanks must also go to Michelle and the admin team for their help in keeping me focused on the big picture and issuing important updates at various milestones, as well as putting my mind at rest on certain issues.
We would definitely recommend Keep Trust Planning for a comprehensive Will and Trust planning service.

David Depledge

We were referred by our Financial Adviser and had a Zoom Meeting to introduce what they were offering followed by a face to face visit (at our home) to sort out the details. The documents were then supplied for us to check and when a few questions were answered the final documents were provided for signature. All this was done efficiently and helpfully so we were well pleased.