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Satisfaction Guarantee

Satisfaction Guaranteed

Our Money Back Guarantee!

We are so confident that you will love the advice, service and value for money we give you, that we are proud to offer a 100% Satisfaction Guarantee ‘no-quibble’ refund policy.

We believe that the most important factor is for you to be able to make well-informed decisions that you feel 100% comfortable with.

We are committed to helping you achieve the effective Financial and Estate Planning that you need and deserve for yourself and those that you care about, through our high-quality service.

An essential part of that service is that we will communicate effectively and transparently with you so that you are kept informed of the progress throughout the process.

If after each stage of the process, (Initial Meeting, Discovery Meeting, Implementation Meeting, Signing Meeting and or any additional meetings and process steps agreed), you are dissatisfied with the advice you have been given, the quality of the work completed, or the service you have received, the 100% Satisfaction Guarantee will apply.

You will be refunded the full fees paid for the element of the services and products the complaint relates to.

Terms & Conditions apply. Please read our full Joint Terms of Business for details, or call us on 01489 877 547 with your questions.

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