Ally Ilott
Managing Director - Heritage Estate Planning at Heritage Estate Planning- Claim this Profile
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Bio
LinkedIn User
I have recommended Ally's legal services before, since I have been a long-time client of Heritage Estate Planning, but I wanted to re-iterate that her word is her bond and I have taken advantage of the free facility to update/make minor amendments to my Will as my circumstances have changed. Heritage has given me the peace of mind to know that my future has been legally planned for my son and the incredible peace of mind that if my circumstances change, and they have out of the blue, Ally has my back. Priceless. I heartily recommend Ally's trustworthy, reliable and professional services. Kind regards from Mrs SHM (Upper Bucklebury)
Clare A Farley
I had put off writing my Will for such a long time, then I got ill. I had cancer and I was terrified. I was about to have an operation with a GA and so scared.... what if I don't wake up- what will happen to my children? Then a friend recommended Ally at Heritage Estate Planning. This was the best gift a friend could have done. Ally listens, she guides you and she completely reassures you. I went under a GA knowing that if anything went wrong- my wishes would be heard. NOW, I am not saying wait till you feel you need a Will- imagine the stress I would have saved if I had already put all this in place. DO IT- get your will drawn up, and get Heritage Estate Planning to do it- so professional. Thanks Ally :-)
LinkedIn User
I have recommended Ally's legal services before, since I have been a long-time client of Heritage Estate Planning, but I wanted to re-iterate that her word is her bond and I have taken advantage of the free facility to update/make minor amendments to my Will as my circumstances have changed. Heritage has given me the peace of mind to know that my future has been legally planned for my son and the incredible peace of mind that if my circumstances change, and they have out of the blue, Ally has my back. Priceless. I heartily recommend Ally's trustworthy, reliable and professional services. Kind regards from Mrs SHM (Upper Bucklebury)
Clare A Farley
I had put off writing my Will for such a long time, then I got ill. I had cancer and I was terrified. I was about to have an operation with a GA and so scared.... what if I don't wake up- what will happen to my children? Then a friend recommended Ally at Heritage Estate Planning. This was the best gift a friend could have done. Ally listens, she guides you and she completely reassures you. I went under a GA knowing that if anything went wrong- my wishes would be heard. NOW, I am not saying wait till you feel you need a Will- imagine the stress I would have saved if I had already put all this in place. DO IT- get your will drawn up, and get Heritage Estate Planning to do it- so professional. Thanks Ally :-)
LinkedIn User
I have recommended Ally's legal services before, since I have been a long-time client of Heritage Estate Planning, but I wanted to re-iterate that her word is her bond and I have taken advantage of the free facility to update/make minor amendments to my Will as my circumstances have changed. Heritage has given me the peace of mind to know that my future has been legally planned for my son and the incredible peace of mind that if my circumstances change, and they have out of the blue, Ally has my back. Priceless. I heartily recommend Ally's trustworthy, reliable and professional services. Kind regards from Mrs SHM (Upper Bucklebury)
Clare A Farley
I had put off writing my Will for such a long time, then I got ill. I had cancer and I was terrified. I was about to have an operation with a GA and so scared.... what if I don't wake up- what will happen to my children? Then a friend recommended Ally at Heritage Estate Planning. This was the best gift a friend could have done. Ally listens, she guides you and she completely reassures you. I went under a GA knowing that if anything went wrong- my wishes would be heard. NOW, I am not saying wait till you feel you need a Will- imagine the stress I would have saved if I had already put all this in place. DO IT- get your will drawn up, and get Heritage Estate Planning to do it- so professional. Thanks Ally :-)
LinkedIn User
I have recommended Ally's legal services before, since I have been a long-time client of Heritage Estate Planning, but I wanted to re-iterate that her word is her bond and I have taken advantage of the free facility to update/make minor amendments to my Will as my circumstances have changed. Heritage has given me the peace of mind to know that my future has been legally planned for my son and the incredible peace of mind that if my circumstances change, and they have out of the blue, Ally has my back. Priceless. I heartily recommend Ally's trustworthy, reliable and professional services. Kind regards from Mrs SHM (Upper Bucklebury)
Clare A Farley
I had put off writing my Will for such a long time, then I got ill. I had cancer and I was terrified. I was about to have an operation with a GA and so scared.... what if I don't wake up- what will happen to my children? Then a friend recommended Ally at Heritage Estate Planning. This was the best gift a friend could have done. Ally listens, she guides you and she completely reassures you. I went under a GA knowing that if anything went wrong- my wishes would be heard. NOW, I am not saying wait till you feel you need a Will- imagine the stress I would have saved if I had already put all this in place. DO IT- get your will drawn up, and get Heritage Estate Planning to do it- so professional. Thanks Ally :-)
Experience
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Heritage Estate Planning
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United Kingdom
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Legal Services
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1 - 100 Employee
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Managing Director - Heritage Estate Planning
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Jan 2016 - Present
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NatWest
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Banking
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700 & Above Employee
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Area Quality Development Manager
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Feb 2015 - Jul 2016
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Area Director
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Oct 2011 - Jan 2015
Responsible for a team of Specialist Financial Advice Managers in Specialist Advice.
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Area Sales Manager
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Jan 2011 - Sep 2011
Responsible for a team of Financial Advisers and Mortgage Managers. Responsible for a team of Financial Advisers and Mortgage Managers.
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Nationwide Building Society
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United Kingdom
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Financial Services
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700 & Above Employee
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Area Sales Manager
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Dec 2001 - Dec 2010
Responsible for a team of Senior Financial Consultants.
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Financial Consultant
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Jul 1997 - Dec 2001
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Education
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2022 - 2022
Society of Trust and Estate Practitioners
Level 6, Law -
2021 - 2021
CILEx Law School
Level 6 Law -
2021 - 2021
Society of Trust and Estate Practitioners
Level 6 Law, Merit -
2020 - 2020
Society of Trust and Estate Practitioners
Level 6, Law -
2017 - 2017
CILEx Law School
Level 3, Law -
2016 - 2016
CILEx Law School
Level 3, Law -
2010 - 2011
Institute of Financial Services
DipFA, Financial Planning and Services -
1999 - 1999
Chartered Insurance Institute
H15 - Supervision and Sales Management -
1999 - 1999
Institute of Financial Services
CeMAP, Financial Planning and Services -
1997 - 1998
Chartered Insurance Institute
Financial Planning Certificate, Financial Planning and Services -
1987 - 1991
Wycombe high school
Community
