Contact Us Today: 0203 837 0099 | 07780 690432
Email: info@balanceconsultancy.co.uk
Probate Advice Line: 0300 303 9000 - Quote ref: 6271

Shandip conducted himself professionally in all his visits and dealt with our will writing and POAs with the utmost respect. He helped and explained things well to my mother in law who is non English speaking and answered all her queries. Shandip guided us through our will writing process. We totally recommend Balance Consultancy and Shandip Sha.

KK and CK – London

Shandipbhai was recommended to us by a family member and we are extremely grateful for that recommendation.

My parents recently had their Wills and Lasting Power of Attorney drawn up by Mr Shandip Shah and we only have positive comments about his work ethics, his ability to explain the process and his prompt and efficient service.  As a close family, knowing someone like Mr Shah had our best interest at mind and took into consideration our wishes is what we wanted and its exactly what we recieved.  We would certainly recommend Mr Shah to anyone reading this testimonial and also to our friends and family.

Mr Shah is knowledgeable in his field and was happy to explain the steps, processes and forms to my parents in Gujarati as well as repeating the same in English.  Mr Shah made himself available when we had additional questions and he was also willing to make changes as we thought more about both my parents Wills and Lasting Power of Attorney.

Having met Mr Shah, I now fully understand the importance of considering these lasting wishes and getting certified certificates.

Thank you for a great service and experience.

 

AV, NV, A P, YV and PV  – Middlesex

Dear Shandip

This is just to let you know Shandip of how grateful we are for the excellent service you provided us in preparing the lasting Power of Attorney and Will, advising and meeting our needs. You were very thorough, attentive to detail and  also good value for money. You exceeded our expectations.

Thank you for all your help.

Kind regards

K&A M  – Harrow
Working with Shandip on arranging our affairs has been an extremely easy and straightforward exercise for us. This was all made possible due to Shandip helping us to clearly navigate our way through what was otherwise a very daunting will creation/LPA process. Despite our many many redrafts, Shandip continued to be patient with us, and worked extremely professionally and got everything sorted for us quickly. We would highly recommend him to others.

Mr and Mrs P and family – Stanmore 12-12-17

We recently had Will’s and Lasting Powers of Attorney drawn up and completed by Mr. Shandip Shah of Balance Consultancy and were happy with the service provided, which was conducted in a quietly efficient and courteous manner and was hassle-free. We can confidently recommend him to anyone requiring his services.
Mr. & Mrs. DN – Harrow 19-9-17

A smooth and highly professional Will writing experience with Balance, from start to finish – a world of difference between the previous firm we used and Balance. Shandip was extremely knowledgeable, flexible and patient throughout our Will writing process, carefully guiding us through the myriad of things to consider during estate planning. He worked around our circumstances, including being flexible out-of-hours for phone or face-to-face consultations, engaging in clear and concise communication every step of the way. We first met Shandip at a St Luke’s Hospice event, where he regularly volunteers to give estate planning presentations. So it was even more endearing to learn, on conclusion of our experience, that Balance donates a proportion of our fees to the British Liver Trust. Thank you for a great experience, Shandip! – VP & DP

Mr Shah


About twelve months ago I changed my career direction and took over an existing business which has taken up a lot of time.

I have been married to wife coming up to 7 years and we have been dabbling in investments and improving our career prospect throughout this time.

Unfortunately you do not realise the importance of what you leave behind until someone has actually left all their assets behind without leaving a will.

A good friend of passed away at the age of 26 and was much unexpected. He left with no will and this made matters very difficult for his family.

My wife and I were very open to having a will set up and knowing Shandip made it even easier to address.

Shandip visited us at home at time convenient for both of us and helped us to understand the importance of setting up a will and began the process of setting one up for us. Shandip was very knowledgeable and his experience is as valuable if not more as what you leave behind.

I felt we were quite difficult clients to deal with as it took us some time to agree with the will, but I appreciate the patience and support Shandip provided.

If ever you need a professional supportive and empathic will writer Shandip is definitely someone I will be recommending to my friends and family.

Mr and Mrs T – Kenton, Harrow


From the outset, Shandip offered a professional and concise service for our family’s requirements.

Myself and my wife are recently married and needed to get our wills in place should the unfortunate happen to protect our assets and to ensure they are passed over correctly and how we wish for them to be done so.

Shandip visited us in the comfort of our home and met with us to discuss our needs and the questions he asked were straight to the point and he quickly identified assets and how we can go about protecting them and distributing them in the unfortunate event we passed away.

The topic of wills is often very sensitive and Shandip was very professional and experienced in his field. With all the information, Shandip had gone away and within a week sent us over draft wills for our approval. Once approved and with any small amendments he finalised the wills and came over to have them witnessed and signed.

I would highly recommend Shandip and his services to my friends and family. His service, knowledge and delivery is second to none.
Mr & Mrs H
Colindale


“The service we received in our will writing process was very professional. It was very easy to convey our specific nuances, with the process being efficient and taking much shorter than I anticipated”

VS Harrow

Dear Shandip

You will always be in our mind and we shall recommend you for your valuable services of drafting Wills and for all other essential work that you do. We must say that it was both our luck and fate that brought us in contact with you and we now have full peace of mind having sorted out our Wills and LPA. You were an immense help to us and we wish that your work go further to help other people like us in our community who may yet have to draft their Wills and LPA.

Our very best wishes you.


Client North London

Testimonials from a presentation done for company staff in March 2015

  1. Very helpful and his timing is perfect as Susie and Iare wanting to sort out our wills.

I thought his presentation was clear and to the point with useful slides. He answered all my questions without issue. Please thank him from me!
2. Dead good ©

  1. Very interesting, he explain things very clearly
  2. Informative, useful,straight to the point,good presentation,nice guy ©

Based in Stevenage

Getting a will drafted isn’t the number one priority for most people. I certainly hadn’t given it any thought whatsoever until joining BNI and hearing Shandip speak about its importance.
The prospect of talking about my death seemed very daunting, and I was very nervous about the first meeting. Shandip visited me at home in the evening (around 7.30pm) as both my wife and I work during the week. He explained everything to us step by step and talked through the options available to us. He made us feel at ease. There are so many things we hadn’t even considered before meeting Shandip.
Nobody likes to think about death and what would happen after to their loved ones. Shandip has helped us plan for the future to ensure our family is looked after in the event of our passing. If you haven’t done so I urge you to book an appointment with him. He arranged for the storage of our wills at no extra cost. Shandip met us at our convenience which is very important as we wouldn’t have got around to taking a day off to meet during the day. He made us feel comfortable and explained everything in detail so we knew exactly what we were committing to.
I have recommended Shandip to my mother in law, my sister and other members of my family and they have already drafted their wills. I will continue to recommend Shandip to those that need a will or that need to update their will.

M&S R – North West London


Shandip Shah at Balance Consultancy was extremely efficient at offering myself advice and information on the drafting of my Will.  I found him to be incredibly approachable at dealing with such a sensitive matter which I found reassuring and he was very prompt at answering any queries I had.Shandip wrote and stored my Will for me and I found the whole process to be very smooth and straightforward.I wouldn’t hesitate to recommend Shandip at Balance Consultancy to my friends and family.

CC West London


Thank you very much Shandipbhai for the great service you have provided. You have been a true professional in terms of communication, flexibility in appointment times and speed of response. Your advice and referrals in all matters has been exceptional. Answering all our questions and concerns in a thorough and comprehensive manner.

The drafting of our wills had been on our ‘to-do list for many years’. Your warm, friendly approach have made the completion of this task a pleasure.

We would not hesitate in recommending you to anyone who requires your services.

N&S North London


Firstly, we would like to thank Shandip for his services. Shandip doing a home visit suited us perfectly due to my busy work schedules. He answered all our questions and provided information and advice on each point of concern that we had.

He is a true professional, courteous and was very patient with our response even though we took a while to revert back on the initial drafts that he had produced.

We would highly recommend Shandip to anybody who needs their Wills made.

AD & KD : Middlesex


Balance Consultancy has helped us with the will writing process over the past few months. We have found Shandip to be a great help during this time. His verbal and written explanations have been excellent – the fact that he can do this in both English and Gujarati was crucial for all members of my family. Shandip is highly knowledgeable and was able to answer our queries in basic, understandable terms – this made it much easier for us to provide the relevant information needed. He regularly followed up with us and kept us informed of next steps which ensured a smooth and quick process. I would highly recommend Balance Consultancy to anyone looking to draft a will.

MM North London


We were very pleased with the professional services received recently from Shandip Shah in respect of the will making.

This is a sensitive subject at the best of times.

Shandip made it easy, objective, prompt and yet professional matter having met us for the first time in life.

Heartily recommend his services.

H&H P : North London


After making our first wills, for last fifteen years we were putting off making new will. We made a few enquiries for providers of this type of service but did not feel going ahead.   Fortunately one day we came across telephone number of Balance Consultancy, after making call we spoke with Shandip Shah and from the conversation we felt he was the right person to do business with. He was prepared to see us at our home at the day and time suitable to us.

We found Shandip , helpful and understanding to our actual need and circumstances. The service is Professional, excellent and very good value for money. We would definitely use his service again and we highly recommend anybody who need this type of Service.

We take this opportunity to thank Shandip of Balance Consultancy for preparing our wills to our entire satisfaction.

Mrs & Mrs R & P,

Mill Hill


Hello Shandipbhai,It was a pleasure to have received Will writing srvice from you. I would like to take this opportunity to thank you for the timely Will writing you carried out. I and my wife were both impressed with your home visits and appointments that suited us and for keeping us updated at every stage. We would like to thank you for making us feel at ease and providing suggestions and advice to make the Will that we wanted. We would not hesitate to reccommend your services to family, friends and colleagues. Thank you ever so much.

G&S V : Harrow, Middx


A great service, explained in Guajarati to my parents and made them at ease with their decisions.

No pressure selling, all done professionally with my parents’ wishes in mind at all times.

I shall be recommending Balance Consultancy to all.

DS West London


I would highly recommend Shandip for Will writing. His manner is professional, courteous and will work to your timings including weekends.Thank you Shandip.

JH – Harrow, Middx


I am happy I chose to go with Balance Consultancy for the writing of my Will. Shandip was very helpful and gave me a lot of food for thought in reference to my estate, my children, my future husband and potential family adjustments. I highly recommend their services, they exceeded my service level expectations…

CC – Company Director, London


“Shandip is an absolute joy to work with. He is honest, courteous and very hands on.  Shandip is always willing to go the extra mile to make what can be a stressful process a whole lot easier. He regularly travelled to my house to explain things face to face to ensure I completely understood all the details. He also wrote as many drafts as it took to ensure I was completely satisfied and always took my calls to clarify or reassure me about any points. I cannot recommend Shandip highly enough.”

PS & LP – WALTHAMSTOW, LONDON


Thank you very much by the way for arranging this for us. It’s been a pleasure to meet you and look forward to working with you in the future when we have any amendments to make and if we have any referrals, we will be more than happy to pass them onto you.

MS – EALING, LONDON


“Drafting your will is unlikely to be high on your list of things you actually want to do…which makes the service that we received from Balance Consultancy even more impressive.  Firstly, the benefits of making a will were explained clearly and in a calm and reassuring manner.  Once the process was underway, he was very helpful in answering any questions and providing extra information on particular points.  The first drafts came through promptly and it was relatively easy to finalise the wills.  We feel relieved that we have ticked off a major task on our “to-do” list and having experienced how easy it was, wish that we had done so earlier.”

J&S S – MILL HILL, LONDON


Shandip has helped us plan ahead for our future in a sensitive, confidential, professional and amicable manner, which reflects the mark of a personal and credible advisor.

His service is exactly what is needed in these uncertain times and I have been pleased to recommend him to others.

A & V B – PINNER, MIDDLESEX


Although people say that we must keep our wills updated, it’s something that I have been putting off for a very long time. But something made me call Balance Consultancy. From the time I spoke to Shandip, my mind was put at ease. He has dealt with it all professionally and friendly from the beginning to the end… Any questions I asked were always answered fully. The best of all was that I had spoken to other professionals and got a price and I have to say I was nicely surprised. So overall, I would recommend Balance Consultancy for all wills and powers of attorney set up if you want a stress free service. Shandip should be the person to go to.

P&K S – NW London


DEAR SHANDIP SHAH

THANK YOU FOR YOUR  LETTER Of 21ST NOV 2013. S AND I ARE VERY SATISFIED IN HANDLING AND PREPARING OUR WILL’. I HONESTLY THANK YOU FOR COMING TO OUR HOME AND EXPLAINING US THE BEST WAY TO PREPARE OUR WILLS. YOUR SERVICES FROM BEGINNING TO END IN PREPARING OUR  WILLS. WERE EXCELLENT AND WE ARE VERY MUCH Satisfied

I have your name in our file and will defenatley  circulate among our family and friends.

ONCE AGAIN THANK YOU.


H & S S –  WEMBLEY, MIDDLESEX

“Shandip Shah of Balance Consultancy did an excellent job in helping us write our will.  He thoroughly explained the process in a very clear manner,  gave us options as to how we should divide our estate,  came up with a draft document very promptly, and was very flexible in arranging times to talk to us in person.  He has an in-depth knowledge of the legal issues around wills and instilled us with a great deal of confidence. I have recommended him to my friends without hesitation”

RB- North London


As professionals we were fully aware of the risks of not having made wills for both of us, yet we did not take steps to make it happen. With children in the family, the risks of dying intestate was even higher. Gentle persuasion from Balance Consultancy finally prompted us to take action, and with couple of meetings to go through documentation and understanding of language, we have now taken possession of professionally drafted wills, a first in our lives.
So what can we say about the service we received? In short, the service we got was nothing short of excellence. Shandip took great time in explaining the various clauses and their meanings, and the impact of having certain clauses inserted or removed. Shandip is a true professional, has incredible patience and produced the highest quality of documentation.
In short, Shandip is an excellent communicator, and has the ingredients of trust and integrity, which one requires in this line of business. He has our hallmark of approval !
We wish Balance Consultancy the very best for the future! –

A Couple in Middlesex


‘ Balance Consultancy was brilliant. Shandip came home to explain, took instructions and very quickly produced the Will for us to approve. Once approved, he oversaw the signing. During all this process, I did not have to leave my house to go to Shandip. He always came to us. Great service and would always recommend’ –

SS – North London


‘ Excellent communication skills with my mother. To explain fully in Gujarati everything is unique’ Well done on a great service to my parents Shandip. –

PSG- North London