1st Step Wills & Trusts Ltd
Maxwell Road, Borehamwood WD6 1JN
About the Business
Welcome to 1st Step Wills & Trusts Ltd, an esteemed establishment providing comprehensive financial services designed to meet your wealth management and legacy planning needs. Located at Imperial Place, Maxwell Rd, Borehamwood, in the United Kingdom, we offer superior quality services to clients looking to protect their estate, mitigate taxes, and provide for the future generations.
As a premier finance institution and point of interest, our team of experienced professionals is committed to creating bespoke solutions that align with your unique objectives, values, and life goals. We understand that the topic of estate planning and wealth management can be daunting, and that is why we take on the task of simplifying the process for you. Whether you are a high net worth individual, a family-owned business, or a philanthropist, we have the expertise and knowledge to provide you with personalized and comprehensive solutions to help you preserve and grow your wealth, and leave a lasting legacy.
Our services include Wills and Trusts, Inheritance Tax Planning, Probate Services, Estate Planning, Lasting Powers of Attorney, and Life Time Asset Protection. With our years of experience in the field, we understand that trust and communication are essential, and our approachable and friendly team of financial advisers will take the time to listen to your concerns and tailor our advice to your unique requirements.
At 1st Step Wills & Trusts Ltd, we pride ourselves on the quality of our services, and our commitment to excellence is reflected in our strong reputation in the financial industry. Our exceptional attention to detail ensures that we provide a service that is second to none, designed to give you peace of mind, and confidence that your financial affairs are in safe hands.
Contact us today to book a free consultation, and take the first step towards securing your financial future, and the future of your loved ones.
Hours open
Monday:
9:00 AM - 7:00 PM
Tuesday:
9:00 AM - 7:00 PM
Wednesday:
9:00 AM - 7:00 PM
Thursday:
9:00 AM - 7:00 PM
Friday:
9:00 AM - 7:00 PM
Saturday:
9:00 AM - 7:00 PM
Sunday:
10:00 AM - 2:00 PM
Reviews
"If I could give zero stars I would ! DO NOT USE THIS COMPANY. You have been warned. They were supposed to be completing a Lasting power of attorney on my behalf. They failed to complete this in time and the office for the public guardian removed my file due to Simon Harrington's failure to complete the paperwork within the time frame of 3 months. I had already paid them so no come back ! I have lost count of the number of occasions I have left messages and emailed for a call back. They are totally disreputable and cannot be trusted DO NOT USE 1ST STEP WILLS AND TRUSTS."
"Connie was ana amazing help when it came to finding the right insurance for us. We had just bought a new house and we needed insurance to cover the house and contents as well as life insurance. She was very knowledgeable about the insurance and after finding out what we wanted, she helped us buy the best insurance that suited our needs. We are very thankful to her and her patience. She was always available for us and when she was busy, we always received a call ASAP. She treated us like 5 star customers and treated us like nothing was too much. I wish I could give 10 stars but I have selected the maximum I can."
"Would highly recommend. Nafisa gave high quality, very friendly & efficient advice. Quick to respond to any queries and very helpful with any issues we had. Definitely use again if ever the need arose."
"I unreservedly recommend 1st Step Wills &Trusts. I am not an easy client to please. I asked and re- asked many questions before deciding on the coverage products I purchased via 1st Step. Simon's patience and thoroughness made it clear to me that the previous coverage I had in place was inferior and more expensive. He worked with me to land on products that suited my risk profile and budget. I really appreciated the level of detail he offered about how claims would work in worst case scenarios as well as his flexibility around when he contacted me. I work very long hours in the week and Simon accommodated weekend calls as a work around. Nafisa, who managed the execution of my policies was equivalently patient and diligent. Hats off to the 1st Step Wills &Trusts team!"
"Simon and his team gave me superb, professional advice from start to finish. I whole heartedly recommend 1st Step Wills to anyone wanting to create their first or update an existing will."
-
Abraham Associates - Mortgages, Insurances, Pensions, Borehamwood, Herts, LondonBorehamwood WD6 1GS, United Kingdom
-
Delta Financial Management LtdElstree Way, Borehamwood WD6 1JD, United Kingdom
-
Clearstone Financial ManagementWarwick Road, Borehamwood WD6 1GS, United Kingdom
-
AM&A Investment & Pension Planning LtdTheobald Street, Borehamwood WD6 4PJ, United Kingdom
-
Fadders Consultancy LtdManor Way, Borehamwood WD6 1QQ, United Kingdom
-
RAJIV PRABHAKARWarwick Road, Borehamwood WD6 1GS, United Kingdom
-
The Orchard PracticeStation Road, Borehamwood WD6 1SL, United Kingdom
-
Green Wealth Planning LtdWarwick Road, Borehamwood WD6 1GS, United Kingdom
-
Sound Financial SolutionsStirling Way, Borehamwood WD6 2HP, United Kingdom
-
ALPINA Wealth ManagementWarwick Road, Borehamwood WD6 1GS, United Kingdom
-
Brayan & Spencer Associates25 Leeming Road, Borehamwood WD6 4EB, United Kingdom
-
Gale and Phillipson (Herts) LtdManor Way, Borehamwood WD6 1FJ, United Kingdom
-
HightreeManor Way, Borehamwood WD6 1QX, United Kingdom
-
Leigh Consultancy Limited - Insolvency PractitionersTheobald Street, Borehamwood WD6 4SD, United Kingdom
-
Alison Jarvis Financial SolutionsWarwick Road, Borehamwood WD6 1GS, United Kingdom
-
Ross Wealth Management LimitedTheobald Street, Borehamwood WD6 4PJ, United Kingdom
-
Premier Choice Financial Services15 Shenley Road, Borehamwood WD6 1AD, United Kingdom
-
Lethbridge Wealth Management21 Chandos Road, Borehamwood WD6 1UZ, United Kingdom
-
Genesis Advisory Services (UK) LtdTheobald Street, Borehamwood WD6 4PJ, United Kingdom
-
Benjamin Obadia Wealth Management5 Warwick Road, Borehamwood WD6 1GS, United Kingdom
-
ClermontTheobald Street, Borehamwood WD6 4RS, United Kingdom
List of local businesses, places and services in London
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos