Regulatory Information

ProTrust Estate Planning is a trading name of ProTrust Consultants Ltd registered at Companies House under Company Number 11767902.

VAT Registration Number: 31369590

We are not a firm of financial advisors regulated by the Financial Conduct Authority (“FCA”) nor solicitors regulated by the Solicitors Regulation Authority (“SRA”) .  Although we undertake certain legal and/or accounting work, all work undertaken by this firm is non-reserved work (such as Wills, associated trusts, Lasting Powers of Attorney, estate and trust administration and consultation services) and in all other respects we are an advisory and consultation practice which shall work alongside regulated practices, being solicitors, accountants and independent financial advisors. We operate within the jurisdiction and laws of England and Wales.

If you would like to talk to us about any of our services please get in touch

Testimonials

We are always grateful for the comments and feedback from our clients as well as professional contacts and advisors. This helps us maintain a high level performance and strive to constantly improve what we do for you.

Thank you

Thank you for going through everything so thoroughly at our meeting.  It was exhausting, but very helpful.

SS

Thank you

Thank you so much for your help and explanations.

JR

Support

Good to see you yesterday and great to see Alison getting the support she needs and so build a solid financial future for her and Edward.

SR

I am delighted you are back on board

Please find attached Letter of Authority duly signed. Documents should be sent direct to you

I am delighted you are back on board.

Regards

GB

Valuable Input

Thank you for all your valuable input today.

SS

Complicated issue summarised so clearly

It is so helpful to have such a complicated issue summarised so clearly.  Thank you very much…

Thank you for your dedication to this, Rob.  It is much appreciated.

With best wishes

SS.

Efficient manner

Thanks for all your advice in sorting out our Wills and Memorandum of wishes in an efficient manner.
Regards.
DF

Prepared to go the extra mile

Thank you so much for your email today and your very very kind help. I’ll always be grateful to you for your advice and that you were prepared to go the extra mile – meant a lot, thank you.

My best wishes

M

Memorandum of Wishes – Perfect

Memorandum of Wishes – Perfect – exactly as I wanted to protect the family

Regards

GB

Diligent work

May I take this opportunity to thank you for the diligent work that you are all doing for me.  The emails between yourselves, updating me on the various matters are also much appreciated.

With Kind Regards,

KM

Dealing Promptly

Thank you for dealing with this so promptly.  Very much appreciated.

With best wishes

SS

Support

Thank you for your email and update, and as always for your support.

With Kind Regards,

KM

Good, productive meeting

Thank you very much for this.  It was a good, productive meeting yesterday and I am glad we managed to cover everything in one shot.  Thank you for hosting.

With best wishes

SS.

Responding promptly

Thank you so much for responding so promptly.  I hugely appreciate  your involvement this far and advice. Thank you again, and if further assistance is required I will be in touch.

Best regards

KKD

Prompt attention

Thank you so much to you both for your very prompt attention to this matter, it is much appreciated as well as being very efficient !

Wishing you all the best.

Kind regads

DF

You are wonderful

Many many thanks for this – you are wonderful – I wish I’d met you years ago!!

I really appreciate your help on this one as I have been getting stressed about it.

Best wishes

VS

Many thanks

Many thanks for all of this.

I am in agreement with all proposals.

With many thanks, as always for all your wise advice

CS

That’s really helpful and clear

That’s really helpful and clear, thank you ever so much and thank you also for pulling all the drafts together.

I really appreciate your advice on my parents’ situation.

Best wishes for now

JC.

Thanks for your speedy response

Thanks for your speedy response.

You are a star.

Best wishes

TH

Brilliant Response

Brilliant response!

Thanks

SS

Thank you very much for keeping me updated

Thank you very much for keeping me updated. I really appreciate it.

SG

Excellent letter

Thank you for your e mails. I confirm that it is indeed an excellent letter covering a variety of complex areas.

Kind wishes

TH

Thank you for coming to see us today

Thank you for coming to see us today and thank you so much for helping me with this situation, I appreciate it very much.

I look forward to seeing you soon and once again, many thanks for your help and support.

FI

Thank you so very much for your time and support

Thank you so much for your time and support in getting us to this point. We appreciate your efforts very much.… If there is anything further you need from us please let me know.

Thank you once again.

AC

Thanks

I’m good thank you, hope you are too.

Thanks for getting in touch Rob, and thanks so much for helping them both get something right for their needs.

CC

Thanks

Was really good to meet with you – you really are a breath of fresh air”.

TH

Glad you are back in action

“just to say I’m so glad you are back in action as the thought of finding another trustee … wasn’t something I was looking forward to doing”.

SR

 

Thank you

“Thank you for taking the time to meet me at our offices.  It was a pleasure to meet you and learn more about your expertise.  It is reassuring to learn to that you be looking after Alison’s affairs especially how best to address the sale of the business and premises”.

BA

Thank you

“Thank you for managing this, I am relieved that we have a result”.

ML

Thank you

“Thank you very much for this.  What a lucky girl I am to have such a good team behind me at last”.

SS

It was a real pleasure to meet you

“It was a real pleasure to meet you (not just saying that it really was), It is rare to meet someone who is as passionate about estate planning as you are and really look forward to working with you”.

CS

Brilliant – thank you

“Brilliant – thank you”

PB

So clear, very refreshing

“Thanks for your e mail – you are so clear, very refreshing”.

 

TH

Very happy thank you

“Very happy thank you with everything you have done, feel allot happier now I have done it. Already recommending your services”.

MB

Thank you

“Thank you for your support  – much appreciated”.

AB

Many thanks

“Many thanks to you for your patient explanations of all the intricacies of wills. We are very grateful to you. My wife in particular will be happy to have the wills sorted out.”

JM

Thank you

“Thank you that’s brilliant, and really appreciate the swift reply”.

CL

Absolutely brilliant

Absolutely brilliant.  Sock it to them!

SS

Thorough response …

“Many thanks for your quick and thorough response.”

TJ

Thank you …

“Thank you for handling this & treating my mum with care.”

YP

Much appreciated …

“Thanks for your comprehensive e-mail – much appreciated!”

PW & DW

I just wanted to say a big thank you …

“I just wanted to say a big thank you to you for dealing with this all and getting it done so quickly and professionally.”

TJ

Thank you so much ….

“Thank you so much for your help and explanations.”

JR