Onpoint Financial Reviews 33

I had a LARGE sum of money to transfer into my Onpoint Bank Account. I waited for 10 minutes on the phone, then got transfered and waited another ten minutes. Then I was told that customer service was UNABLE to help me with a money transfer EVEN with a ROUTING NUMBER AND ACCOUNT NUMBER!! CUSTOMER SERVICE SUCKS AT ONPOINT!!! DO NOT BANK HERE!!!

My husband and I began making our wills with this company but couldn’t decide whether to pay extra to set up a trust, so we asked the advisor to pause until we made a decision. When we finally decided, we discovered that the advisor had left the company. Since then, no one has responded to our emails asking for a copy of the completed will—or, if it wasn’t completed, to remove our personal details from their database. Disappointing communication and follow-up.

Initially we were really impressed with the service. We opted for mirror wills written into trust at the cost of £197. The 1st set of documents had mistakes on, we asked for them to be changed, they were but had different mistakes, we then stopped getting responses to our emails and no-one would pick up the phone. In June 18th this year we received an email saying we'd initially shown interest but not gone any further so let's book in a call. I replied saying that we had paid for the service but stopped getting responses when we asked for names to be corrected. I am still waiting for a reply.

A really positive experience with On Point. Even with my procrastinating each step and taking a while getting round to updating the will and getting it witnessed, Chris and later Dusty made it a painless process and we got it sorted. The only reason for a four star instead of five is a delay in response at one point but this was due to a staff member leaving and someone else taking over cases. I shouldn't have been putting it off so long! Weight off my shoulders knowing it's all in place. Thank you 😊

Excellent customer service, guidance and efficiency. I would definitely recommend to those considering making a will. Made it so straightforward and simple as everything was done online. I did not know how to go about it to start with. I have already recommended to a few work colleagues.

A really personable service for my will and a trust. Helped discuss plans in simple terms and answered all the questions we had with ease.

Dusty did a brilliant job with my will, he is very efficient and demonstrates such a high level of knowledge which he showcased both on call and when writing my will. I had more than one call with him where he gave me time to think, wasn’t pushy and gave me advice with empathy and understanding. My will was very well written and included everything I required. It’s not the nicest of things dealing with the decisions made in a will, so he certainly put my mind at ease and simplified terms that I had no clue of. Always responds to emails too! I would highly recommend to anyone! Thanks so much Dusty.

Although they were helpful when they were interested in my money and recommendations as soon as it came to their part of the deal and rewarding me for 20+ customers... I was just ignored and scammed. No vouchers as promised multiple times. I would not trust to give them anymore work and annoyed that I purchased insurance via them.

Dusty was so helpful, knowledgeable and patient as we wrote our will. We were pretty indecisive and he was lovely to work with everytime! Thank you, Dusty.

Superb service, nothing is too much trouble at all, as a family we would highly recommend to anyone needing will writing and financial services

Dusty has been professional, knowledgeable and has made the entire morbid process of creating a last will and testament a much easier task than I had anticipated.
He is quick to answer emails and always attends appointments on time. In fact, I could probably set my watch to his call times.
Thank you Dusty.

Dealt with Martin, Matt & Johann - thought they were all knowledgeable and extremely helpful. Dealt with Martin the most, especially when purchasing a commercial property and acquisition finance. Great team.

I am trying to get hold of this Dusty…. I made a will, paid into a trust in March and only received the draft. I am trying to get hold of them. Email, call, Facebook - no luck. I have even made another appointment for tonight but they didn’t call. I have paid money to this company and nothing. I am concerned I have been mislead.

Made a will a while ago and although we did receive it, we cannot access it and despite trying to contact them many, many times, we still haven't had any contact back from onpoint to help.

Dusty provided a free will for me and my partner since I am a teacher. Even though Dusty was working for free, he was so attentive and took time to answer all our questions. He drafted the will quickly and was timely when we asked him to make amendments. I would definitely recommend OnPoint Wills and Trusts to anyone looking to make a will but who may be intimidated by the process.

Paid for a Will and they have taken our money but not delivered on providing any documentation of what will happen to our children should we pass away. Called them 10 times and keep being hind up on or not called back. Really frustrated. We will be exploring alternatives and a way to get our money back.

My husband and I had a will wrote and had the appointment over the phone. We were talked into paying for some extras and when we were sent the draft copy many things were wrong.
We have tried to call and the phone number on their website does not connect! The email also is not recognised.
We are now stuck with a will that is incorrect and no way of contacting them it seems!
Very disappointed!

Very strange. Appointment arranged but no link provided and then when you call you go to an ‘overflow’ who can’t put you through to the named consultant on your confirmation email and doesn’t know anything about how the meetings are conducted. Having read these other reviews I think I swerved a curveball! Goodness know how they have so many 5* reviews on Facebook and Google…

we saw this company we’re offering a free will service after consultation so signed up to the call. After an hour of discussion and provided our personal information, they then offered their trust service for a “cut price”. We declined but were told we would still receive more info on our will the next day. It has now been 4 days since that phone call and nothing received. I’m assuming due to the fact we decided not to take up their trust service. A paid service.
I have now seen that even taking up that service would have been delayed as they don’t following through on anything based on other recent reviews. I would avoid this company completely. Waste of an hour of my evening and got nothing out of it other than someone trying to push their services.

Dusty was a great help writing up our wills, very polite and quick at completing all the details