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Sovereign Planning Reviews

Rated 4.6 based on 416 Reviews

Marketing Agencies in Chorley

Chorley Business & Technology Centre, East Terrace, Euxton, Chorley PR7 6TE

Published on
October 16, 2025
Last updated
October 16, 2025

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that 60% of Sovereign Planning's customers had a positive experience.

Positive
60%
Neutral
10%
Negative
30%

Ratings

As of Based on revies as of

Score

As of Based on revies as of

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What Customers Are Saying About Sovereign Planning?

staff were excellent

very helpful and made me feel at ease

management of documents was excellent

very satisfied with the service

Everything was done very professionally

A simple process at a great price

Joanne was very helpful and explained things clearly

very informative, from the initial telephone call

we would highly recommend sovereign planning

very professional in the way the dealt

Trustguide extracts key phrases from reviews about Sovereign Planning and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Customer Reviews

As of Oct 16, 2025, 416 customers have reviewed this business and rated it 4.6 Star out of 5. Trustguide conducted an in-depth analysis of Sovereign Planning's publicly available reviews View source

Leigh Cook rated Sovereign Planning 1 stars
3 months ago
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Shocking service, the will part was good but convinced me to take out the extra service for tenants in common. Charged nearly £1000 for this service. Since found out this service is free online to do this. They said it was to add the legal side to the will. An extra paragraph that is probably standard wording. Basically printed the sheet off Gov.com, filled in the details and posted it to us to sign. We then had to send it to the land registry and pay postage. That is the extend of Sovereigns dealings with the process, it comes back to us. Made all sorts of excuses to cover themselves. In the end said I could have my money back if I returned the will and deleted any negative reviews. I refused as people need to know they scam you for extra services. Draw you in with a cheap will and then add extras at over the top prices that cost them very little. I WOULD NOT RECOMMEND THIS COMPANY. Made me chuckle as they sent me the link for this review after I have already done a review on Trustpilot, which they tried to get Trustpilot too delete by saying it's wasn't true. Trustpilot left it on as said it was a genuine review. They will reply to this reviews with some jumped up nonsense to cover themselves.
Robert Tagoe rated Sovereign Planning 5 stars
3 months ago
Your staff were excellent. They have the qualities to deal with me. The ability to understand and explain things to me appropriately and effectively.And also they have high standards of customer service. I may not hesitate to recommend Sovereign Planning to any family or friends.
Peter McGowan rated Sovereign Planning 5 stars
3 months ago
The staff I dealt with were very helpful and made me feel at ease, which is important when discussing delicate subjects. Even at a later date, when it was discovered something had been omitted from the document, they simply re-issued the rectified document without fuss...thanks to the lady who sorted this!

Reviews Summary

Sovereign Planning receives mixed feedback from customers regarding its will-writing and estate planning services. Many reviewers describe the staff as helpful, professional, and capable of explaining complex topics in a clear manner, with specific mentions of easy processes and accommodating staff. However, some customers express concerns about pricing transparency and additional charges, with a few calling out significant dissatisfaction regarding perceived upselling and product quality. This blend of experiences underscores a polarized reputation for the company.

Common themes across reviews include the professionalism of staff and the simplicity of the will-writing process, which several customers found straightforward and satisfying. Customers appreciate clear communication and flexibility when errors need correcting. On the other hand, recurring complaints focus on unexpected fees, the basic appearance of documents, and in one case, pressure regarding online feedback. The balance between quality of service and cost is a key point of contention among clients.

Overall, Sovereign Planning’s reputation depends heavily on what individual customers prioritize—those valuing supportive staff and an accessible process tend to be satisfied, while clients focused on cost or document presentation express reservations. For those in need of will-writing services in the UK, the company is perceived as professional but may not meet everyone’s expectations regarding price and finished product quality.
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Frequently Asked Questions About Sovereign Planning

Are there any additional costs with Sovereign Planning's will-writing service?

Some customers report unexpected charges for extra clauses or services beyond the initial quote, leading to significantly higher expenses. It's advisable to clarify the total cost and what is included before proceeding.

How does the process of making a will with Sovereign Planning work?

Customers typically have an initial consultation by phone, receive clear instructions to prepare required details, and then obtain their will documents within a week. Mistakes can often be resolved quickly and replacements sent when needed.

What is the appearance of the final will document provided?

According to some customers, recent will documents are basic, consisting of stapled pages rather than a bound book format. If presentation is important to you, it's recommended to confirm the format with the company in advance.

About Sovereign Planning

Marketing Agencies
Sovereign Planning offers will-writing and estate planning services, specializing in preparing legal documents such as wills for individuals and families. Operating within the legal services industry, the company provides both advice and document preparation, assisting clients in organizing and recording their estate wishes.

The company functions by initially consulting clients, either over the phone or in-person, to understand their needs and explain the documentation process. Customers receive guidance on required information, after which Sovereign Planning prepares the necessary legal documents for review and signature. Corrections and updates can be accommodated as part of the service.
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How is this report generated

Trustguide generates concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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Mike, Adam and another 21,516 have joined the waitlist.