Bluebond Group Bewertungen 

The webinar is a very useful entry point to understanding the complications of all the issues covered. A prime take away from this is to thoroughly consider , research and learn from the free videos provided on the Bluebond website to get the best from the guidance and to do this as soon as possible. The webinar says delay is the wrong decision!

I paid £297 for Bluebond's Wealth Guidance Plan, hoping to obtain a properly considered report to help me understand my financial position and estate-planning options.

The process proved disappointing from the outset. I experienced communication problems, delays and difficulties getting my concerns addressed. At an early stage, I specifically asked for a single point of accountability so that there would be clear ownership of my case and I would know who was responsible for progressing matters. This was not something Bluebond wished to put in place. Instead, responsibility remained spread across different people, which made it more difficult to obtain clear answers and resolve concerns when they arose.

I also found the response to reasonable questions and challenges unnecessarily defensive and, at times, quite forceful. Rather than feeling that my concerns were being listened to and addressed constructively, I felt that challenging aspects of the process resulted in a negative tone. This added considerably to my frustration and did not give me confidence in how the relationship would develop.

Following an initial call with Ashley Cresswell, I spent considerable time gathering and submitting the financial information requested, including detailed information about my wife's assets, income and expenditure.

Ashley subsequently confirmed that he had received the information required and would review it before producing the initial report and accompanying video.

When I asked for clarification about what the service would cover in relation to pensions and investments, my questions were referred to senior management. I was then informed by the founder, Charles de Lastic, that Bluebond was terminating the engagement because it did not believe it could provide a service that met my expectations.

No report or advice was provided. Bluebond has agreed to refund my £297, which I consider appropriate given that the service was not completed.

I appreciate that Bluebond does not provide regulated pension or investment advice. My disappointment is that the scope and limitations of the service were not sufficiently clear to me before I invested so much time in providing the requested information.

Overall, the experience caused considerable frustration and wasted time. I had hoped for a constructive planning exercise but was left having to start again elsewhere.

I would encourage prospective customers to establish precisely what their plan will cover, what it will exclude and what deliverables they can expect before committing. I would also suggest asking how concerns will be handled and who will ultimately be accountable for the case, as my experience was that these aspects were not managed in a way that gave me confidence.

I also found it difficult to assess the quality and timeliness of the actual Wealth Guidance Plan before committing, as I could not find independent customer reviews specifically evaluating the finished reports. While there are positive reviews of Bluebond's webinars and general services, these are not necessarily evidence of the quality of the paid report itself. Unfortunately, because my engagement was terminated before my report was produced, I cannot assess that deliverable for myself. The process of any engagement after paying the fee is also not available.

Great experience with the first Interaction as attending the webinar. As expected, it was worth attending and asking key questions. A lot of informative free videos do explain all. Fully recommended to make a start for thinking about your estate planning and your future.

Very informative and good advice.
Excellent.

Incredibly detailed analysis of the issues involved in IHT but more importantly wider estate planning.

Another informative webinar with a great Q&A

Excellent clear presentation. Very informative.

The initial webinar has given a very comprehensive coverage of everything relating to managing inheritance tax and keeping the wealth in the family whilst at the same time maintaining our own lifestyle.

Would definitively recommend the webinar, very informative and thought provoking. No obligation to do anything beyond that.

I did not find a video in advance of this meeting. Could you resend it, please

Excellent explanation of the IHT issues and a creditable method of solving them.

Presentation area too small to read case study. Zoom option was not found

A lot of good stuff contained in the webinar. Charles was obviously keen to promote his company but the information was clear and concise and I will be using his Services in the future. I would recommend the webinars for anybody concerned about financial planning and inheritance tax problems.

I attended the webinar of Charles regarding inheritance tax planning and he answered all of my questions and said he would review lasting power of attorney for free and to use the government website which is very helpful. He is very knowledgeable and I will use him to arrange a trust which saves tax in the long term after my wife and I die. I would recommend him as he is not pushy in joining like others.

Honest, open, no obligation advice that I haven't found anywhere else.
My advice for anyone is to invest some time to see what BB are offering so you can decide for yourself.

Excellent content - only minor negative is I feel could have been delivered more concisely in a shorter time if points hadn’t repeated so much. But overall excellent content from someone who has great command of their subject.

The week-end seminars are very exhaustive, complete with all required materials in legal, tax and financial angles !! Also, their website is quite useful and relevant with all sessions recorded for later viewing,

Great information presented in a structured way with plenty of practical examples on why you would or wouldn't do something. I actually recommended someone to use their services and they are happy with the service they are receiving.

Excellently presented in a way in which even I could follow - will certainly tune in again and worth getting up early on a Saturday for.

A comprehensive webinar, covering the points in easy to understand simple language. I did my homework and watched a number of equally informative videos on various subjects from the Bluebond website before the webinar but today's up-to-date review of current issues was invaluable.
I would seriously recommend this to anyone facing IHT concerns.