Becoming a Client
What you can expect of us
You should be approaching us if you wish to receive:
- Direct professional service from Robert Cartmell. That means Robert advises you, prepares your documents, and communicates with you at all relevant times.
- Robert’s 25 years of relevant experience in the field of Wills, Trusts and Estates.
- A structured approach to reviewing your arrangements so that you are kept up to date and that likewise you can update Robert with any updated requirements and wishes.
- Transparency: from taped meetings of advice and instructions, to transparent cost options for each and every type of work we undertake.
- Expert knowledge of other good professionals such as IFAs, accountants and property conveyancing. We can point you in the right direction based on experience of what it takes to be a trusted advisor.
- To be so good in all that we do, that you advocate and recommend us to your friends, family and close connections.
What we would like of you.
- To treat us as your primary professional advisor for estate planning and administration.
- To be honest and straightforward in your communications with us.
- To feedback to us when you are happy with our service and if you are not.
- To put trust and faith in our advice and strategy and to work within the time frames and next stages we plan with you.
- To agree to review your matter at regular intervals (as agreed with you).
- Where you are happy with our service, to advocate and recommend us to your family, friends and contacts.
