Client Promise
Estate Planning Solutions are one of only a few Will writers to have a client charter, something we are extremely proud of. It should be noted as a client-focused business, we’re especially committed to delivering on our client promise. Seven key principals form an integral part of our business.
Top priority to us is you, and above all making sure you are completely satisfied with the service we provide. The client promise is a set of principles and promises that make your time with us a seamless and reassuring experience.
Every member of our professional team is a dedicated advocate of the Estate Planning Solutions Client Promise and we work hard to maintain and deliver on this promise with every client.
Our Promises to You:
-
Be professional and personal
-
Look after your best interests
-
Keep your case confidential
-
Listen to you carefully
-
Help you understand your options
-
Communicate clearly, at all times
-
Make personal recommendations tailored to your needs
Client Promise: Clarity in our fee structure
We are upfront with you about our pricing structure from our very first meeting together.
Our qualifications and accreditations
At Estate Planning Solutions we ensure you’re working with the very best.
Firstly, we only hire consultants who are qualified members of the Institute of Professional Will Writers (IPW). All have several years of experience in the industry. Importantly all our advisors undergo regular training to keep up to date with current regulations.
Secondly our Managing Director and active advisor Paul Dodsworth, is a Diploma member of STEP (Society of Trusts and Estate Practitioners) https://www.step.org/. Paul is also an IPW council member.
Registered Office Address: Suite 2E, Manchester International Office Centre, Styal Road, Manchester M22 5WB
Paul Dodsworth is a full member of the Society of Trust and Estate Practitioners (STEP) Membership No. 202808