ADL Estate Planning part of The ADL Group - London

ADL Estate Planning: Comprehensive Financial Services in London

ADL Estate Planning, part of The ADL Group, is a renowned financial services provider based in London. Specializing in estate planning, finance brokerage, and financial planning, the company offers a wide range of services to help clients manage their wealth effectively. Located at Salisbury House, London Wall, London EC2M 5SQ, United Kingdom, ADL Estate Planning is easily accessible and committed to serving its clients.

Expertise and Services

• Estate Planning Attorney: ADL Estate Planning offers professional estate planning services, including will drafting, trust creation, and inheritance tax planning. Their team of experienced attorneys ensures that clients' assets are protected and distributed according to their wishes.
• Finance Broker: As a finance broker, ADL Estate Planning helps clients secure the best financial products to suit their needs. They have access to a wide range of lenders and can negotiate favorable terms for their clients.
• Financial Planner: The company provides comprehensive financial planning services, including investment planning, retirement planning, and cash flow management. Their financial planners work closely with clients to understand their financial goals and develop tailored strategies to achieve them.

Client Experience

ADL Estate Planning is commended for its personalized approach to client service. Mohammad, an estate planning attorney, was praised for his exceptional knowledge in areas such as tax, inheritance tax, investments, trusts, and wills. He took the time to understand the client's specific needs and proposed bespoke solutions. Unlike some free consultations, Mohammad's session was not rushed, and the client did not feel pressured to make immediate decisions.

Mohammad's expertise in wealth management, particularly for clients with complex needs, was highlighted. His ability to simplify complex financial concepts and think on his feet was particularly appreciated.

Location and Accessibility

ADL Estate Planning's location in the heart of London makes it easily accessible for clients. The area offers several points of interest, including paid multi-storey car parks and paid street parking. The premises are also LGBTQ+ friendly, and appointments are recommended to ensure clients receive the best possible service.

Contact Information

To get in touch with ADL Estate Planning, clients can call 2045530062 or visit their website at adlestateplanning.co.uk.

Client Reviews

With an average opinion of 5/5 from 3 reviews on Google My Business, ADL Estate Planning has established a strong reputation for providing high-quality financial services. Clients appreciate the company's expertise, personalized approach, and commitment to excellent customer service.

👍 Reviews of ADL Estate Planning part of The ADL Group

Bhawna B.

5/5

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

joban S.

5/5

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

Yasir H.

5/5

Great experience, hugely insightful and would highly recommend.