The Legacy Company - Chertsey

Zita T.

James McPhail is very professional and proactive. He has helped me through a very sad time and has made things a lot easier. His knowledge about his business is vast and he does everything with care and consideration and goes ‘above and beyond’. I cannot speak highly enough of him! I would recommend his services to everyone!!! Thank you for all your help James.

Andy L.

James was absolutely brilliant. There was no fuss and all our questions and concerns at what we believed would be complicated wills, we're answered. James explained everything in a simple and straight forward way. He even saw issues we had not and gave us the solutions necessary. Everything completed in 2 weeks and we are so happy and relieved.
From the service we recieved we fully recommend anyone to use The Legacy Company.

Simon T.

We have recently completed our new wills and POAs using The Legacy Company. I can't recommend them highly enough. Both the face-to-face, and telephone interactions have been excellent. The advice and clarity provided (without any sales pressure at any point) made this a smooth and painless process. It is important to emphasise that I have no prior knowledge or association with TLC and this review is based 100% on our interactions with them. They were, professional, timely, and very kind. I must highlight James and his style and professionalism throughout. Our circumstances are difficulty as we are living with stage 4 cancer in our house so James approach and professionalism was most welcome. Very very impressed with is company.

L M.

James - Many thanks from Gerald and I for all your help and professionalism in the setting up of our Wills and LPAs.
It was a lot more complicated than we first thought but having it explained in such detail has guided us gently through the process and, I have to say, has given us both a sense of relief that our affairs are now in order. It was a real pleasure to meet you and can't recommend you and The Legacy Company enough.

Karen J.

James McPhail of The Legacy Company has just helped me with writing my will.
He could not have been any kinder or understanding. Any questions I asked he answered. He put me at ease as soon as he walked in.
He also advised me on other matters going above and beyond what he originally came to do. I will be using this company for other services.
Thank you James you are a star ⭐️

Geraldine F.

Having drawn up our wills over twenty years ago, we now needed to completely review the content and revise our inheritance plans. As we also required expert guidance on several issues regarding future decision making, including power of attorney, we determined to find new service provider who could meet our specific needs. After a great deal of research, we decided to go with The Legacy Company who offered us the chance to meet with one of their advisors in our own home at a time that suited our preferences and at a cost that we felt was very reasonable.

We had two meetings with our advisor James McPhail. We found him to be highly personable and professional. He was incredibly knowledgeable and we learnt a great deal about finances, taxes and so forth, which to date we had had little understanding. He took the time to ensure that were fully aware the processes and he gave us clear guidance, while allowing us to feel able to discuss all aspects of our future wishes. Throughout the process we felt that our thoughts and deliberations regarding our wishes were handled with dignity and respect. We are now confident that we made the right decision and would highly recommend The Legacy Company and of course James.

Terence S.

James McPhail was very knowledgeable and efficient in helping myself and my wife prepare our wills and our families P o A's.
He returned recently to advise us on a significant element of our wills, and gave us very useful and important advice.
We would not hesitate to use James and The Legacy Company for any future help.

Sarah H.

The Legacy Company have assisted me and my family with a number of services including Will Writing, Power of Attorney arrangements and various property issues. James McPhail in particular has been extremely helpful always going the extra mile to assist wherever possible which has been much appreciated. I would definitely recommend them to a friend!