Settled Ways LTD
At Settled Ways, we believe that estate planning should be built on trust, clarity, and fairness.
These commitments explain how we operate the business, how we treat clients, and the standards we hold ourselves to every day.
Our Approach
Settled Ways LTD is an independent estate planning service. This allows us to offer a personal, transparent, and consistent service where clients deal directly with us throughout.
We are committed to operating the business in a way that is:
- Honest and transparent
- Fair and respectful
- Legally compliant
- Focused on client wellbeing
- Continuously improving
Client Commitment
We 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 we 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 we Work (Ethical Business Standards)
Although Settled Ways LTD is a small business, we follow the same ethical principles expected of larger organisations.
This includes commitments to:
Fair Tax and Compliance
We 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
We 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
We operate a low-impact, digital-first business and actively work to reduce paper use, waste, and environmental impact.
How we Improve
We actively listen to feedback from clients and use it to improve the service.
If something goes wrong, we don’t just fix it, we look at what caused it and how it can be prevented in the future.
Feedback helps shape:
- Communication improvements
- Service processes
- Client experience
- Business standards
Raising Concerns
If you are ever unhappy with any aspect of our service, we encourage you to tell us directly so it can be resolved quickly and fairly.
You can also access independent advice and support from:
- Citizens Advice – www.citizensadvice.org.uk
- ACAS – www.acas.org.uk
- Equality and Human Rights Commission – www.equalityhumanrights.com
- Mind – www.mind.org.uk
Why This Matters
Our 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 Us
If you are thinking about making or updating your Will or Lasting Power of Attorney, We 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 to book a conversation.
info@settledways.co.uk
0161 531 9174 / 07556 990624