Amazing work been undertaken by Ryan O'Kane DipFA CeMAP over the past few months, stepping into the unknown is always challenging but we feel this advice sits very well next to our core business of protecting our clients in the best way possible 👌 It’s protects their wishes after death, something the team are striving to do to the highest standard at Pivotal Legacy Planning 🙌
The CTT Group Digitise or Die tour headed to Colchester yesterday … and Inspired by the incredible hard work undertaken by Ryan O'Kane DipFA CeMAP and Liam Morrissey over the last few months to drive this project forward. Pivotal Legacy Planning will emerge with a digital client journey that adds real value for all … exciting times for sure #Wills #Trusts #Inheritance #EstatePlanning #DigitiseOrDie
Could not agree more! Hard work and dedication pays off, well done to all involved. X
New Homes Senior Account Manager at Mortgages First
3wI’ve just completed my Will with Pivotal Legacy Planning and would highly recommend. It was very beneficial to review my protection policies at the same time. Thank you for your advice and help Ryan O'Kane DipFA CeMAP. 5 star service!