Customer Care Policy
& Complaints Procedure
& Complaints Procedure

Customer Care Policy
& Complaints Procedure
& Complaints Procedure

What is customer care?
What is customer care?
Customer care principles
Customer care principles
- Be attentive, polite, courteous and sensitive
- Be honest and fair
- Check (and double-check) the accuracy of information we provide
- Respond in timely manner and abide by any time commitments that have been agreed
- Record, monitor and publish complaints and compliments
- Ensure complaints are dealt with openly and fairly
- Actively seek the views of customers and staff
What do our customers want?
What do our customers want?

Why do we need customer care standards?
Why do we need customer care standards?
This statement outlines our policy on customer care and related issues. The standards set out in this document are the minimum we expect as a starting point.
We want to ensure that all customers receive the same consistent, high standards of customer service.
Delivery and feedback
Delivery and feedback
Complaint?
Complaint?
Please contact any member of staff to start this procedure. Please refer to our complaints procedure below and the associated flowchart.
Code of Conduct
- Be honest and discreet at all times.
- Offer candid advice concerning the possible or probable results of any projected research.
- Confirmation of instructions will be sent in writing upon commencement of research and updates on progress will be sent at regular intervals.
- Present research results and opinions in a clear, logical manner; cite references where applicable; and refrain from withholding, suppressing, or knowingly misquoting or misinterpreting sources or data.
- Explain without concealment or misrepresentation all fees, charges, and payment structures.
- Be honest and discreet at all times.
- Offer candid advice concerning the possible or probable results of any projected research.
- Confirmation of instructions will be sent in writing upon commencement of research and updates on progress will be sent at regular intervals.
- Present research results and opinions in a clear, logical manner; cite references where applicable; and refrain from withholding, suppressing, or knowingly misquoting or misinterpreting sources or data.
- Explain without concealment or misrepresentation all fees, charges, and payment structures.
- Abide by agreements regarding project scope, number of hours, and deadlines and reporting schedules; keep adequate, accessible records of financial and project-specific contacts with the consumer.
- Staff are encouraged to resolve any dispute and/ or complaint in a prompt and professional manner and comply with the Estate Research complaints policy.
- Where applicable, declare any personal or financial interest.
- Avoid unnecessary duplication of effort and research.
- All confidential information obtained in the course of business will be held as such and the provisions of the Data Protection Act shall be adhered to.
- Abide by agreements regarding project scope, number of hours, and deadlines and reporting schedules; keep adequate, accessible records of financial and project-specific contacts with the consumer.
- All confidential information obtained in the course of business will be held as such and the provisions of the Data Protection Act shall be adhered to.
- Avoid unnecessary duplication of effort and research.
- Where applicable, declare any personal or financial interest.
- Staff are encouraged to resolve any dispute and/ or complaint in a prompt and professional manner and comply with the Estate Research complaints policy.
Complaints Procedure
We always seek to impress but we recognise that there may be an occasion where a client seeks to make a complaint and accordingly undertake to abide by the following policy:
- Complaints can be made at any time: either orally or in writing.
- Oral complaints will be transcribed immediately and placed upon file and within a complaints folder held at the head office.
- We shall seek to use our best endeavours to resolve all complaints in a timely and amicable manner.
- If the complainant seeks further redress the matter will be transferred to Aidan Hutchings (Managing Director) for internal investigation. If a complaint proceeds to this stage the complainant will be informed in writing within 2 working days.
- We aim to investigate and reply to all complaints within 10 working days.
We always seek to impress but we recognise that there may be an occasion where a client seeks to make a complaint and accordingly undertake to abide by the following policy:
- Complaints can be made at any time: either orally or in writing.
- Oral complaints will be transcribed immediately and placed upon file and within a complaints folder held at the head office.
- We shall seek to use our best endeavours to resolve all complaints in a timely and amicable manner.
- If the complainant seeks further redress the matter will be transferred to Aidan Hutchings (Managing Director) for internal investigation. If a complaint proceeds to this stage the complainant will be informed in writing within 2 working days.
- We aim to investigate and reply to all complaints within 10 working days.
Estate Research are registered with the ICO. Should you feel that we have acted in breach of our ICO commitment you are referred to the complaint policy steps 1 to 5 above in the first instance; and the ICO complaints procedure thereafter which can be found at https://ico.org.uk/concerns.
