Review summary

ADL Estate Planning Ltd is exceptionally well-rated by customers. Customers particularly appreciate service and professional.

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Based on reviews, created with AI

See what reviewers are saying

kK

kostas Kapelas

5 out of 5 stars
They really love and know what they do!

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 to plan their estate correctly. After my initial consultation with Mohammad and his thorough explanation, I was sure they were the right people/company to plan my estate. They were very polite and patient, and most importantly, they ensured that my wife and I understood every bit of the process and why everything was required. All in all, I am very happy with ADL's service. I have already recommended them to others and will continue to do so. Thank you once more.

P

Pam

5 out of 5 stars
excellent professional service

Mohammed certainly knows his stuff. He put us at ease straightaway. Talked us through all the technical legal jargon so that we could understand it at our level. He is very knowledgeable in all aspects of Estate Planning, IHT etc. I would have no hesitation in referring any of our friends to him.

H

Harvey

5 out of 5 stars
Have to reiterate what other clients…

Have to reiterate what other clients have already said. Mohammad is extremely personable. He meticulously goes through all aspects in order to formulate the correct will for the individual. He welcomed our layman's questions and answered them in full. Very quick to respond to our emails. He is obviously a Workaholic, as some replies were deep into the evening. A man at the very top of his game. No hesitation in recommending him to anyone seeking a watertight Will. Harvey & Pamela

BB

Bhawna Brennan

5 out of 5 stars
Mohammad was an absolute Legend

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 to fit my requirements. Unlike some free 30 minute consultation his session was not rushed and I didn’t feel pressured to make any decisions. It was very obvious from the contents of the discussion that Mohammad expertise in Wealth Management would benefit any client especially those with complex needs as he makes things very simple and has a great ability to think on his feet. Thank you

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All reviews

62 total • Write a review

Showing 1 - 10 of 58 reviews
YH
5 out of 5 stars

Very detailed expertise

Very detailed expertise, much more so than most. Would highly recommend, especially if you have a more complex estate as it really needs someone of ADL Estate's calibre.

Date of experience: February 10, 2024

js
5 out of 5 stars

detailed unrushed conversation with all…

detailed unrushed conversation with all the many questions asnwered patiently. Recommended

Date of experience: January 22, 2024

SR
5 out of 5 stars

I was so impressed with Mohammed’s…

I was so impressed with Mohammed’s knowledge and expertise.I was surprised to learn so many tax saving and wealth management strategies.He was a one stop shop !He took his time and was transparent .Agood human being too!

Date of experience: September 8, 2023

J
5 out of 5 stars

An incredibly insightful meeting where…

An incredibly insightful meeting where I learned a lot. I now have a clear path forward with ADL for tax planning that will benefit my business and my successors.

Date of experience: July 3, 2023

MF
5 out of 5 stars

Professional and transparent team

Very professional and attentive to the details. I love the way Mr. Mohammad UZ-Zaman handled the research for my case - he came back with a few scenarios and clear pros and cons. Transparency about the costs, timing and potential implications of the decision to be made was superb. Communication was great too - he constantly updated me while being in the middle of the task. Highly recommend

Date of experience: January 29, 2023

RK
5 out of 5 stars

The service was friendly, open and clear

The service was friendly, very informative and open. All options for financial planning were covered. Would highly recommend this company.

Date of experience: November 28, 2022

Nc
5 out of 5 stars

I had a first meeting with Mr Mohammad…

I had a first meeting with Mr Mohammad UZ-Zaman. He very competent and knows his stuff well.He is patient and explains things well. It’s been eye opening and would recommend him. Very thorough and knowledgeable!

Date of experience: November 16, 2022

M

Mo

US

5 out of 5 stars

Unparralleled service delivered with empathy

I was referred to ADL and Mohammed after expressing a need to complete a complex will on my grandfathers behalf. He came with glowing credentials and a work ethic like no other. I couldn't believe how patient he was explaining everything to my grandfather and delivered detailed legal explanations in easy to understand sessions with no pressure to commit to anything.

Date of experience: August 15, 2022

CJ
5 out of 5 stars

He was extremely knowledgeable and…

He was extremely knowledgeable and thinking even farther than I was aware of. This was incredibly helpful and the engagement has not even formally started lol

Date of experience: June 2, 2022

M
5 out of 5 stars

Protecting pension and house as single parent

I thought I knew a bit but spoke with Mohammad who was a fountain of knowledge and opened my eyes further. I briefly described my position and dilemma concerning my pension and gifting to minimise IHT. Very pleased with the discussion and look forward to working with him.

Date of experience: May 26, 2022

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