PROFESSIONAL STANDARDS & CONSUMER PROTECTION
Trusted Advice Backed By
Recognised Standards
Choosing an estate planning adviser is one of the most important decisions you will make.
You deserve to work with a firm that operates to the highest professional standards and always puts your interests first.
Consumer Codes
Approval Scheme (CCAS)
Trafalgar Estate Planning is a member of the Consumer Codes Approval Scheme (CCAS), overseen by the Chartered Trading Standards Institute (CTSI).
The CTSI is one of the UK's most respected consumer protection organisations and works to ensure businesses operate fairly, transparently and responsibly.
Membership of a CTSI approved scheme means consumers can have confidence that:
✓ Clear information is provided before any commitment is made
✓ Services are delivered fairly and professionally
✓ Clients are treated honestly and with respect
✓ Transparent and accessible complaints procedures are in place
✓ High standards of customer care are maintained at all times
We believe estate planning should always be based on trust, integrity and putting clients first.
Membership of a CTSI approved code helps demonstrate that commitment.
Complying With The IPW
Code Of Practice
Trafalgar Estate Planning complies with the IPW Code of Practice.
The Institute of Professional Will writers (IPW) is one of the UK's leading professional bodies representing Will Writers and Estate Planning practitioners. The Code of Practice sets clear standards designed to protect consumers & ensure advice is delivered professionally and ethically.
The Code covers key areas including:
✓ Professional conduct
✓ Competence and ongoing learning
✓ Clear communication
✓ Transparency of fees
✓ Confidentiality
✓ Client care
✓ Complaints handling
✓ Professional indemnity arrangements
By complying with these standards, we demonstrate our commitment to providing advice that is technically sound and delivered with honesty, fairness and professionalism.
Why This Matters
Estate planning involves important decisions concerning your family, your home, your savings and investments, inheritance tax planning, future generations and the people you trust to make decisions on your behalf
THE TRAFALGAR COMMITMENT
Professional memberships and codes of practice are important. But ultimately, what matters most is how our clients are treated.
Our approach is built on straightforward advice, long-term relationships and recommendations that are carefully considered from a legal, financial and family perspective.
We believe estate planners should provide more than just documents
That is why we are committed to:
✓ Acting honestly and with integrity
✓ Providing clear and understandable advice
✓ Treating clients fairly at all times
✓ Protecting your personal information
✓ Continuing to develop our professional knowledge
✓ Delivering solutions that are right for you and your family
Have Questions About Our Services?
We're always happy to explain our approach, our qualifications and the standards we work to.
Book your free Legacy Review today and discover why so many families trust Trafalgar Estate Planning to help protect what matters most.