ensuring your rights, security and peace of mind

Terms of Business

Terms of Business

To ensure the highest professional and ethical standards, the following standard terms of business apply to all instructions accepted by Fern Wills & Trusts.

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Treating Customers Fairly (TCF)

Treating Customers Fairly (TCF)

We commit to offering customers the highest possible service standards and are pleased to support the Society of Will Writers ‘TCF principles.

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Privacy Policy

Privacy Policy

The privacy policy outlines how Fern Wills & LPAs may collect and use your data.

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Complaints Policy

Complaints Policy

If you are not satisfied with any aspect of our service, please bring your complaint to our attention as follows:

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Evidence Of Identity

Evidence Of Identity

For your information security, we verify every client's identity. Please provide an original passport or UK photo driving licence to copy and keep with your records. See the attached list of alternatives.

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Professional Indemnity & Public Liability Insurance

Professional Indemnity & Public Liability Insurance

Confirmation of £2.5m Professional Indemnity, and £5m Public Liability Insurance. (in addition to £2m storage insurance not shown)

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