Rightplan.Legal Customer Charter

Rightplan.Legal Customer Charter

  1. No pressure. In your first meeting with us, it’s our job to explain your options, take into consideration your concerns and make sure you can confidently decide how you want to secure your assets. At no point during the first meeting do we aim to sell or ask for payment. If any of our advisors do this, we will give you your chosen planning option for free.


  2. Whatever your circumstances, we promise to give you the best advice and provide you with at least two distinct financial options, if not more. All of the advice we give you is insured for up to £2M with Hiscox Insurance and we’re happy to produce proof of this on request.


  3. Unmatched experience and advice. Our advisors have over 40 years of legal and estate planning experience, meaning whatever your situation we can advise and explain the best possible options for you.


  4. Our price-match guarantee. If you find a like for like service anywhere else for less, even up to 6 months after coming on board, we will refund you the difference.


  5. We guarantee that you will feel complete peace of mind with our service or we will give you a full refund.

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Estate Planning for your loved ones