Templar Estate Planning
- 59 Church St, Caversham, Reading RG4 8AX, UK
- 0118 948 4381
- https://www.templarestateplanning.co.uk/
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Phil Glendinning
Nicky provided me with excellent advice during my initial discussions regarding the sale of my business. At no point was she pushy but rather listened to what I wanted to achieve and me provided me with different options.
I would have no hesitation in recommending her not only due to her excellent knowledge but also because of her friendly and approachable character.
Craig Williams
Nicky has been advising me on my business sale. I implemented her advice in getting my company in the best shape, and I now have multiple offers that Nicky has been assisting me in negotiating. Her knowledge and expertise has been invaluable.
Rachel Sestini
Nicky and her team were a joy to work with at all stages of the process. Nicky is clearly an expert in her field and was also unfailingly a calming influence when tensions started to rise. I wouldn’t hesitate to recommend Succession Planning Ltd.
Sally Albin
Goringe have been my go to accountants for many years and for various ventures. On this occasion Nicky helped me as Executor to sell a regulated business. It was not straightforward and there was a time pressure to close by a certain date. Nicky has a wealth of experience in succession planning and provided clear communication, much appreciated support and down to earth advice when there was a quick decision to be made. Nicky used her expert knowledge and connections to research the options for me. When questions came up requiring specialist knowledge such as tax implications of elements of the sale Nicky had her specialist teams to refer to. Nicky went above and beyond to help me through what was a very challenging process and I can’t thank her enough.
Michael Murray
I’ve been an accountant for many years and been involved in helping my clients buy and sell businesses. Whenever I talk or listen to Nicky on the topic of selling businesses I always pick up some great nuggets. I know there will come a time in the near future when I will instruct Nicky and Succession Planning on behalf of one of my clients to sell their business.