Settled Ways

Wills and Power of Attorney

North West
07756 990624

🌿 Ethical Commitments

Settled Ways

At Settled Ways, I believe that estate planning should be built on trust, clarity, and fairness.

These commitments explain how I run the business, how I treat clients, and the standards I hold myself to every day.

Our Approach

Settled Ways is a small, independent estate planning service. This allows me to offer a personal, transparent, and consistent service where clients deal directly with me throughout.

I am committed to running the business in a way that is:

  • Honest and transparent
  • Fair and respectful
  • Legally compliant
  • Focused on client wellbeing
  • Continuously improving

Client Commitment

I will always aim to:

  • Explain your options clearly in plain English
  • Be upfront about costs and processes
  • Avoid pressure or rushed decisions
  • Treat every client with dignity and respect
  • Keep your information safe and confidential
  • Put your interests first in all recommendations

Estate planning decisions are important — you will always be given the time and space to make the right choice for you and your family.

Fairness and Responsibility

Fairness is central to how I operate.

This means:

  • Clear and honest pricing
  • No hidden fees or unexpected charges
  • Treating all clients equally and without discrimination
  • Acting with integrity in every interaction

How I Work (Ethical Business Standards)

Although Settled Ways is a small business, I follow the same ethical principles expected of larger organisations.

This includes commitments to:

Fair Tax and Compliance

I comply fully with UK tax law, maintain accurate records, and pay all taxes due.

Fair Payment Practices

Suppliers are paid promptly and within agreed terms.

Real Living Wage

Where staff are employed, they are paid fairly and in line with the Real Living Wage where applicable.

Equality, Diversity & Inclusion

I treat everyone fairly and take a zero-tolerance approach to discrimination, harassment, or victimisation.

Wellbeing & Support

Working arrangements are designed to be fair and sustainable, with regular reviews and open communication.

Environmental Responsibility

I operate a low-impact, digital-first business and actively work to reduce paper use, waste, and environmental impact.

How I Improve

I actively listen to feedback from clients and use it to improve the service.

If something goes wrong, I don’t just fix it — I look at what caused it and how it can be prevented in future.

Feedback helps shape:

  • Communication improvements
  • Service processes
  • Client experience
  • Business standards

Raising Concerns

If you are ever unhappy with any aspect of my service, I encourage you to tell me directly so it can be resolved quickly and fairly.

You can also access independent advice and support from:

Why This Matters

My goal is simple:

To provide estate planning services that people can trust — not just legally, but ethically and personally.

That means doing the right thing, even when no one is watching.

Work With Me

If you are thinking about making or updating your Will or Lasting Power of Attorney, I offer a friendly, no-pressure consultation where we can talk through your options.

You will always receive clear advice, transparent pricing, and time to make the right decision for you.

👉 Get in touch via Settled Ways to book a conversation.

info@settledways.co.uk

07556 990624