Wellington Estate & Tax Planning
2 Coleridge Way, Market Harborough LE16 8FL
Hours open
Monday:
10:00 AM - 6:00 PM
Tuesday:
10:00 AM - 6:00 PM
Wednesday:
10:00 AM - 6:00 PM
Thursday:
10:00 AM - 6:00 PM
Friday:
10:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2 Coleridge Way, Market Harborough LE16 8FL, United Kingdom
About the Business
Welcome to Wellington Estate & Tax Planning, a respected institution located at 2 Coleridge Wy in the town of Market Harborough, United Kingdom. Our establishment is renowned for providing personalized estate planning and tax services to our clients, tailored to their unique needs and goals.
Our mission is to help individuals and families secure their financial future by developing and implementing effective estate planning and tax strategies. We understand that navigating the complexities of the tax system and estate laws can be daunting, but with our years of expertise, we can guide you through the process with ease and accuracy.
Our team of professionals are highly trained and experienced in various areas of estate and tax planning, ensuring that our clients receive the highest level of service and advice. We take a collaborative approach, working closely with our clients and their other advisors, such as lawyers or accountants, to develop a comprehensive plan that meets their specific objectives.
At Wellington Estate & Tax Planning, we are committed to providing exceptional service, integrity, and professionalism. We use the latest technology and resources to stay current with the latest tax laws and regulations, allowing us to provide our clients with the most up-to-date advice and solutions.
We invite you to explore our website and learn more about our services and how we can assist you in achieving your financial goals. If you require any further assistance or have any questions, please do not hesitate to contact us. We look forward to the opportunity to serve you.
Reviews
"We have just finished changing our wills which we decided to do through Wellington Estate & Tax Planning. The service has een exceptional, the personal dedication to our need has been fantastic, and during this time of lockdown talking us through each step and making ti very easy for us, even down to the signing of the finished documents. Very efficient, very effective, and highly recommended."
"Paul Simpson has looked after our stock market Investments for over 20 years and our tax and Will/Inheritance planning for the las 6 years or so. He has done so in a positive, friendly, efficient and very satisfactory manner and with great efficiency and good humour. Now that he has retired for investment planning his attention to our Wills and Inheritance planning has been first class and I would not hesitate to recommend his services to all."
"Paul advised us on all aspects of our finances including estate planning. We cannot recommend him highly enough, Paul is always looking for the most efficient way for you to achieve your financial goals. Straightforward whilst empathetic Paul deserves the 5 star rating!"
"Paul is very professional and thorough. I have recommended him to various friends and colleagues who have always been extremely pleased with his service, as have I."
"Paul does an excellent job. He is very knowledgeable, knows what questions to ask, remembers one’s details and completes returns very rapidly. He has saved me lots of time, worry and money!"
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