My whole experience from start to finish was very professional and understanding. I needed advice urgently, they immediately put me at ease and was prompt with their services. I have now recommended... See more
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I had the pleasure of meeting with Sherri to gain some insight into what I can do regarding life insurance. She is an incredibly knowledgeable person who has just made me aware of the importance of ha... See more
I had an urgent matter that needed dealing with. A Consultant visited me a few weeks ago and she provided me with some real sound advice about my situation. I instructed her to carry out my estate pla... See more
We researched Planow and were not disappointed. Sherri Green came to our house, made us feel instantly at ease explaining every detail in bitesize chunks. We were able to complete a draft for our... See more
Company details
Information provided by various external sources
We are fully trained Estate Planning Professionals. We cover all aspects of estate planning including Wills, Trusts, Lasting Powers of Attorneys and secure document storage. We pride ourselves in making everything totally clear what everything means and don’t talk in legal jargon.
Contact info
5 lyndon way, ls236sp, leeds, United Kingdom
- 03300552997
- hello@planow.co.uk
- planow.co.uk
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Responded quickly and professionally.
My whole experience from start to finish was very professional and understanding.
I needed advice urgently, they immediately put me at ease and was prompt with their services. I have now recommended to friends and family.
AVOID at your cost
Draft received but NO chase up. Was told at initial meeting that fee of £2500 would be held by intermediary account until finalized. NOT TRUE.YOU HAVE 14 DAYS TO FINALISE WITH NO CHASE UP FROM THE COMPANY Draft will sent by email with incorrect executor details. Paid for wills, trust and power of attorney but only incorrect will and trust documents received. Due to husband receiving cancer diagnosis, a year passed before we chased. Had documents reviewed by independent property solicitor who advised trust would not be valid due to non existent bank paperwork. No paperwork re power of attorney received. LOST £2500 with no recompense as no Governing body. AVOID at all costs!

Reply from Planow
Brilliant service
Sherri was so good at explaining every stage of the Will/Trust process, she made every part of it easy to understand. She was easy to get hold of and very prompt with any replies to questions. She also came back to help us fill in all of our paperwork…..nothing was too much trouble. She has such a lovely warm personality that we instantly warmed to. I would recommend Sherri – and have done already – to anyone wanting to put in place a Will or Trust.
A Truly Valuable Meeting with Sherri
I had the pleasure of meeting with Sherri to gain some insight into what I can do regarding life insurance. She is an incredibly knowledgeable person who has just made me aware of the importance of having a Will in the UK. Beyond her extensive expertise, she showed remarkable openness, politeness, and friendliness. I am very grateful for the time she dedicated to me, which helped me avoid making a mistake. Thank you, Sherri, and I wish you continued success in reaching people who need your guidance and advice.
POA...TRUST....WILL…
Sherri made it very easy to set up 3 important documents in my life, my will, the trust and POA. I felt very comfortable and confident dealing with her. I recommended her services to everyone, close to me. Thanks Sherri.
Positive aptitude
Positive aptitude
Clear communication
Listening compassionately
Respect
Charming demeanor
WOW - Sherri Green
WOW - Sherri has made my experience in creating a Will a reassuring and smooth one. Competent and amazing to work with during this process. Sherri is always available and willing to supporting without pressure.
Thank you so much for your effort and note - I have recommended you to other family members & friends in a similar position to mine.
The only person I will work with going forward!
Sherri is well knowledgeable and easy…
Sherri is well knowledgeable and easy to talk with friendly and helpful in putting together my will and trust. A marvellous experience no pressure I have recommended friends that I felt will benefit from her experience and support.
Lots of thanks
Roseline
A fast friendly service nothing to much…
A fast friendly service nothing to much trouble Elena explained all the options available clearly and always on hand to answer any questions a great customer experience at a fair price would definitely highly recommend this hassle free service. Brian D. Portsmouth
Highly recommend this estate planning service…
Sherri Green came to my home to discuss my estate planning. I can’t speak highly enough of her knowledge and the advice she gave me. She listened to what I thought might be difficult decisions but put my mind at rest and advised me of possible solutions. Everything from Will, Trust and Lasting Powers of Attorney dealt with very efficiently. An excellent service which I highly recommend. Thank you Sherri for all your caring help and advice. Carol R
It’s something that’s got to be done before tomorrow is too late …
It’s never going to be easy doing this sort of thing, so many lasting decisions, have I done this right or that right etc etc but with Sherri Green I always felt at ease and not pressured into anything, she always took the time to answer my questions and concerns in a language we can all understand thank you Sherri.
Very good helpful agent and service
Very good helpful agent and service. I can highly recommend.
Sherri explained very well to me about…
Sherri explained very well to me about setting up my WILL and trust. I felt very happy with what I was offered. Made me feel more secure to know in the future all wish for will be put in place for my family. Excellent service thank you. I will definitely be recommending you to friends and family.
Sherry came to visit me through…
Sherry came to visit me through recommendation to discuss wills, lasting power of attorney and a trust, fantastic advice , very friendly , professional and helpful, made me feel at ease and resolved and answered all my questions , I feel at ease now my estate is protected for my children. Would highly recommend you contact sherry for advice and help . 😁😁
Absolutely superb service
Absolutely superb service, Natalie and her team have been really really helpful. Would not hesitate in recommending.
Exceeded my expectations
I have such relief to know that I chose Planow. The services & professionalism were unmatched. customer service was prompt & polite so I couldn’t have asked for anything more. The quotes were reasonable in comparison to other companies & the service exceeded my expectations.
Great service and really put me at…
Great service and really put me at ease.
Thank you for your service and being patient with my needs. I will recommend to my family and friends.
Planow was recommended to me by family…
Planow was recommended to me by family members as they have used them before. The service has been seamless, Friendly and professional at all times. Correspondence has been easy and effective. I would highly recommend.
Helpful
Thank you for answering all questions I had and putting my mind at ease
Superb Service
I had an urgent matter that needed dealing with. A Consultant visited me a few weeks ago and she provided me with some real sound advice about my situation. I instructed her to carry out my estate planning and received a draft copy to review within a week. This was impressive and would recommend this Company to my friends and family.
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