We provide estate planning for professional adviser firms and their clients.
“Private Client Online is a great partner for our business.”
“Private Client Online is a great partner for our business. They provide timely advice and support to our clients and make sure that more people in the UK have high quality wills, LPA's and appropriate estate planning in place.”
Alex, co-founder, Lemons.Life
“The feedback from our clients is that PCO offers a great service and is easy to deal with”
"As a mortgage broker business we like to spend our time helping clients and concentrate on giving advice on our own area. However we do find many clients do have a need for Wills and other types of trust planning. We have been working with Private Client Online for some time and we have found they complement our services perfectly. The feedback from our clients is that PCO offers a great service and is easy to deal with. We will continue to send our clients for them to work with as we are very happy with their services."
Damien Youell, needingadvice.co.uk
“I have outsourced the technical aspects to PCO and I have been delighted with the service they have provided”
“I have been advising on Private Client matters since 1971, including Wills, Trusts, Probate, and, more recently, Powers of Attorney. In recent years, I have outsourced the technical aspects to PCO and I have been delighted with the service they have provided. As an IFA, intergenerational planning is key to the sustainability of my business, so arranging the signing Lasting Powers of Attorney is a great way for me to start to build relationships with members of the next generation. I have no hesitation in recommending Private Client Online.”
Clive Barwell, Wren Sterling
“Their service is first class with expert feedback and a friendly approach”
“I have worked with Private Client Online for a number of years and would recommend their services to anyone. They constantly seek to upgrade on their offering and their service is first class with expert feedback and a friendly approach. If you are serious about adding value to your service offering then you have found the ideal partner”
Steve Down, protego-te.com
“Their services are second to none... we would highly recommend them”
“Private Client Online have worked alongside my firm for in excess of 4 years+ and I can confirm that their service are second to none in this area, we would highly recommend them for wills and estate planning.”
Graham Wilson, optionsmc.co.uk
“I would like to thank PCO for their high level of professionalism and care.”
“Private Client Online have made the process of getting my Will in place so simple and easy. I feel more comfortable knowing I have my Will in place. I would like to thank PCO for their high level of professionalism and care.”
AAdam Ward, Abbey Financial Services NI Ltd
“Easy to do and great value for money.”
“Easy to follow instructions and responsive support for those inevitable questions that you wished you thought of beforehand but didn't! Good value for money for two wills I thought.”
Martin Cole
“Extremely clear and straightforward.”
“Extremely clear and straightforward on what I needed to do and consider in making a will. I've been recommending this service to friends ever since. We've been meaning to do a will for too long, and you made it easy to actually do it - and we are now reassured that it's completed.”
Rebecca - partner firm client
“So glad I stumbled across you.”
“So glad I stumbled across you, I had been holding off making a will as we're due to get married but after a friend passing we decided we needed to do something, even if it meant doing another will after the wedding. You were so helpful and we've managed to get our wills done simply and easily without needing to change them once we're married thanks to the specific wording that could be put into the will. Can't rate them higher or thank them enough.”
Karen Richards - partner firm client
“Highly recommended.”
“I knew I needed to act and sort my own will. I felt very daunted about the whole process, but it was quick & easy to use, great service & value for money. Highly recommended, thank you.”
Dawn - partner firm client
“I have a will now and it couldn’t have been easier!”
“I was feeling pretty daunted by the whole thing but you broke it all down to understandable and manageable chunks. In no time at all I had it sorted. After procrastinating for years, it couldn’t have been easier.”
Liza Wostmann - partner firm client
“A brilliant concept!”
“This is a great idea and something I really needed to do but kept putting off. It was clear, informative and really helpful.”
S O’Hanlon – - partner firm client
“Smooth process, quick and easy.”
“Smooth process, quick and easy. Thank you for an excellent service!”
Ben M - partner firm client
“Full support until successful conclusion.”
“I have done business with Private Client Online for a few years and can gladly attest to their perseverance in service. Where there have been issues (not of PCO’s making), they always had full support for me until successful conclusion.”
Rick Kavanagh -Rosemount Wealth Management IFA
