Simple, honest and very helpful without being pushy.

Easy to talk to and takes the time necessary to get the important points across. It is clear that he does understand the issues which is important to us.
Excellent service, we would recommend David and Templar estate planning

When Templar Estate Planning prepared my will for me I felt very comfortable and at ease,it’s lovely that they go threw things step by step and listen to your every need and prepare just wot you want to the letter.Doing a will and going to a solicitor can be very scary but the fact there not suited and booted made me very uncomfortable.I would highly recommend them to anyone wanting to make a will.

David was brilliant in sorting out our will and POA. Explained everything in detail. No sales pitch of hard sell. Definitely can recommend him to anyone wishing to get their estate planning in order.

I have been putting off for ages taking action to arrange Powers of Attorney, despite knowing how important it is do this. I found David Robinson and staff at Templar Estate Planning extremely helpful, explaining very clearly and patiently (given that I am 85 years old) the processes involved, and providing useful material to take home and read. I followed his directions and the forms are now ready to be sent for registration.

Dave was super helpful coming to us to discuss at our home due to disability. No big sales pitch or exaggerated claims for what he could save us in IHT …just matter of fact stuff that will benefit us and make things more secure for our kids. A bit of a dent in the IHT likely to be paid is a bonus and he has shielded our Estate from inheritance monies in future.

Both David and Claire were very helpful and informative. David explained the options available to me and listened to my personal circumstances before making relevant suggestions as to how to make a Will

I was listened to , and felt fully informed of my options .

Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.

I got in contact with them as a result of a personal recommendation and am happy to pass this on.