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Complaints Policy - Walgate Family Office

 

Our complaints policy

We are committed to providing a high-quality service to all our clients. When something goes wrong, we need you to tell us about it. This will help us to improve our standards.

Our complaints procedure

If you have a complaint, which you are unable to resolve with the person responsible for the work or the person who normally has overall responsibility for your work, you should raise the matter with the Head of the Private Client and Tax Team at Fladgate LLP. If this does not resolve your complaint, please contact the Senior Partner of Fladgate LLP, Stephen Lewis, slewis@fladgate.com. Mr Lewis will pass your complaint to Rachel Upton our Head of Claims and Debt Recovery.

What will happen next?

  1. We will write to you, acknowledging your complaint and asking you to confirm or explain, where appropriate, the details of your complaint. You can expect to hear from us within two working days of us receiving your complaint.
  2. We will record your complaint in our central register.
  3. We will then start to investigate your complaint. This will involve one or more of the following steps: a review of the relevant file; discussion with the person who acted for you.
  4. We will, within 28 days from sending you an acknowledgement, investigate the complaint and respond fully in writing. We are also happy to discuss the complaint, if you wish, prior to our response.
  5. Within two working days of any discussion, we will write to you to confirm what took place and any solutions we have agreed with you. Our final response will be sent within 14 days.
  6. If you are still not satisfied, you can contact us again. We will then arrange to review our decision. Stephen Lewis, the Senior Partner of Fladgate LLP, will review your complaint within 15 working days and write to you.

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