Last reviewed over a year ago
Over a year ago
I used ADL to plan my estate after watching one of their colleagues give a fantastic presentation at a local business networking group. He explained how much money people overpay in taxes by failing t... See more
Over a year ago
Mohammad was an absolute star. He clearly has all round knowledge from Tax , IHT , investments, Trusts and wills. Mohammad took time to listen and understand my needs and proposed bespoke solutions... See more
Extremely professional and knowledgeable organisation. Because of this we managed to establish a high level of trust that means I would not hesitate to recommend them to family and friends.
The first thing that strikes you about ADL Estate Planning is the level of knowledge and professionalism. I am yet to come across a firm that is so well informed about the numerous laws, regulations which surround such a wide spectrum of financial matters as this firm. The insight they provide based on years of experience combined with this exceptional level of knowledge and intelligence to interpret such matters made me completely confident that my financial matters would be best served by this firm. As a result ADL Estate Planning have facilitated trust planning for both my immediate and extended family, arranged declarations of trust for tax planning, advised on pension plans and recently has replaced my financial advisor and consequently is in charge of my entire investment portfolio in addition to life and critical illness cover. Alongside the competitive pricing, I must make reference to the personal touch provided by this firm where you are viewed and understood as a unique individual. Rarely have I seen this amount of time and effort spent on understanding the client and their unique financial make up. Based on the above, I have no hesitation in recommending this firm, infact if like me you have a family and investments which you care for then I would strongly encourage at a minimum a meeting with ADL to showcase why they are a cut above the majority of firms providing similar services in the City.
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ADL Estate Planning Ltd is a London-based consultancy specializing in estate planning and wealth management. The company provides expert advice tailored to individuals and families looking to preserve and manage their wealth across generations. Their services encompass a wide range of financial planning aspects, including tax wrappers, inheritance laws, property investments, and global funds, ensuring that clients can effectively navigate the complexities of estate planning. Targeting clients at various life stages and career paths, ADL Estate Planning aims to protect personal finances and secure future assets. By offering personalized consultations and valuable resources, including webinars and eBooks, the company seeks to empower clients with the knowledge needed to make informed financial decisions. ADL Estate Planning is committed to helping clients safeguard their lifestyle today while preparing for a stable financial future.
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ADL Estate Planning Ltd consistently receives outstanding reviews, with clients praising the exceptional service and professionalism of their team, particularly Mohammad. Reviewers highlight his extensive knowledge in estate planning, tax strategies, and wealth management, noting that he takes the time to explain complex legal concepts in an understandable manner. Many customers appreciate the detailed and unrushed conversations, which allow for thorough discussions of their needs and concerns. The atmosphere is described as friendly and transparent, fostering a sense of trust and comfort during the planning process. Clients also commend the team's ability to handle complex situations with empathy and expertise. Overall, ADL Estate Planning Ltd is highly recommended for anyone seeking reliable and knowledgeable estate planning services.
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