Professional Standards & Insurance
At Repton Estate Planning, we maintain the highest professional standards and comprehensive insurance coverage to protect our clients. Here's the detail of our professional credentials, memberships and insurance.
Insurance Coverage
Professional Indemnity Insurance: £2,000,000
Our Professional Indemnity Insurance provides £2 million in coverage, subject to the policy terms, limits and exclusions.
Insurer: Hiscox Insurance Company Limited. Arranged through Gallagher (Arthur J. Gallagher Insurance Brokers Limited). Professional indemnity cover is on a claims-made basis. Geographical limits: worldwide. Applicable courts: worldwide excluding claims brought in the USA or Canada.
Insurer address: 22 Bishopsgate, London EC2N 4BQ, United Kingdom. Claims contact: liability.claims@hiscox.com. Broker contact details are available on request.
Public Liability Insurance: £1,000,000
We maintain £1 million in Public Liability Insurance, providing additional protection for clients and third parties.
Insurer: Hiscox Insurance Company Limited, arranged through Gallagher. Geographical limits and applicable courts: United Kingdom and European Union, subject to the policy terms, limits and exclusions.
Both policies are reviewed annually to ensure adequate coverage and remain current.
Professional Memberships & Accreditations
Institute of Professional Willwriters (IPW): Approved Code Member
Repton Estate Planning is a member of the Institute of Professional Willwriters (IPW) and operates under the IPW Approved Code (approved by the Chartered Trading Standards Institute, CTSI).
In practical terms, this means we meet independent professional standards designed to protect clients, not just provide documents.
What IPW membership means:
- •Examined competence and professional standards
- •Mandatory professional indemnity insurance
- •Clear complaints process and accountability
- •Ongoing professional development
- •Client protection measures
Credentials & Professional Standards
CII Advanced Diploma in Financial Planning
Imran is the holder of the CII Advanced Diploma in Financial Planning, an advanced qualification covering specialist financial planning, taxation, pensions, investments and protection.
20 years advising families
Imran has worked in financial services since 2003, including regulated financial advice from 2006, and built a financial planning practice with around £47 million of client assets.
Institute of Professional Willwriters
Repton Estate Planning is a member of the Institute of Professional Willwriters and follows recognised professional standards for will writing and estate planning.
Professional Indemnity Insurance
Every client benefits from clear advice, fixed fees agreed upfront and professional indemnity insurance for added protection.
Regulatory Status
Repton's wills, LPAs and non-regulated estate-planning services are not FCA-regulated. Repton does not recommend or arrange investments, pensions or insurance. That work belongs to an FCA-authorised adviser.
Imran previously worked in regulated financial advice. Repton is not FCA-authorised and does not give regulated investment, pension or insurance advice. Current regulated work is referred to an FCA-authorised adviser.
Repton Estate Planning is a trading name of Wealth Catalyst Limited, registered in England and Wales under company number 09535864, registered office 3 Repton Road, Earley, Reading RG6 7LJ. Repton is not a law firm and is not authorised or regulated by the Solicitors Regulation Authority. Will writing and preparing lasting powers of attorney are not reserved legal activities in England and Wales.
Wealth Catalyst Limited has applied to HM Revenue and Customs (HMRC) for anti-money laundering supervision as an accountancy service provider in respect of its inheritance tax advice. The application is being processed. HMRC has confirmed that we may continue our accountancy service provider activities while the application is pending.
Complaints Procedure
We want to put things right if you are unhappy with any aspect of our service. This procedure follows the Institute of Professional Willwriters (IPW) Code of Practice. Using it does not affect your legal rights.
How to complain
Email: office@reptonestateplanning.co.uk
Telephone: 0118 230 4987
Post: Wealth Catalyst Limited trading as Repton Estate Planning, 3 Repton Road, Earley, Reading RG6 7LJ
Tell us what happened, what you would like us to do, and how you prefer to be contacted. You can ask someone to complain on your behalf with your written authority.
What happens next
- Acknowledgement within 5 calendar days. We confirm in writing that we have received your complaint and who is handling it.
- Investigation. We review the file, speak to you where helpful and may ask for further information.
- Formal written response within 56 days of receiving your complaint. It sets out what we found, what we will do, and how to take the matter further. If the investigation is not complete, we explain why and give a date for our final response.
- Independent review. If you are not satisfied after completing our complaints procedure, you may refer an eligible service complaint to the IPW's independent alternative dispute resolution service (IPWADR), free of charge: Institute of Professional Willwriters, Trinity Point, New Road, Halesowen B63 3HY. Contact IPW within 12 months of our last response; its eligibility rules and exclusions apply. If 56 days pass without a response, contact IPW for guidance. Claims for financial loss caused by alleged negligence are referred to our professional indemnity insurers rather than IPWADR.
We keep a record of every complaint and use them to improve our service.
Complaints about how we handle your personal information follow our separate Data Protection Complaints Procedure.