At Settled Ways, we believe in treating customers fairly and that estate planning should be straightforward, transparent, and focused on helping people make informed decisions about their future.
We are committed to:
Putting our clients first
- Taking the time to understand your individual circumstances and objectives.
- Explaining your options clearly and in plain English.
- Treating every client with respect, courtesy, and professionalism.
Being transparent
- Providing clear information about our services and fees before you make any commitment.
- Providing you a client care letter in addition to our Terms of Business clearly detailing our service to you.
- Explaining any costs, products, or recommendations openly and honestly.
- Avoiding unnecessary complexity or pressure selling techniques.
Delivering a high standard of service
- Responding to enquiries promptly and professionally.
- Keeping you informed throughout the process.
- Working diligently to ensure your instructions are accurately reflected in your estate planning documents.
- Utilizing professional drafting services available to you via our affiliate membership of the Society of will Writers.
- Clearly detailing expected delivery times of our service to you.
- Refunding prompt;y any monies paid to us in line with our cancellation policy.
Maintaining confidentiality and trust
- Handling your personal information securely and in accordance with data protection laws.
- Respecting the sensitive and personal nature of estate planning matters.
- Acting with integrity in all our dealings.
- Providing a Privacy Policy inline with the Society of Will Writers best practice.
Continuous improvement
- Welcoming feedback from our clients.
- Learning from comments, compliments, and complaints to improve our services.
- Maintaining appropriate knowledge and training to support our clients effectively.
- I am an affiliate member of the Society of Will writers and commit to a Continuous professional development each year to maintain membership, ensuring the advice I offer is up update with current regulations
If at any stage you are unhappy with our service, we encourage you to tell us so that we can work towards a fair and prompt resolution.
If we are unable to resolve your complaint, you may request guidance from the Society of Will Writers https://www.willwriters.com/public/making-a-complaint/
Our aim is to provide a service that is professional, ethical, transparent, and centred on helping you protect the people and assets that matter most.