Complaints Procedure

If something has gone wrong, we want the chance to put it right. This page sets out exactly how to complain and what we will do.

Last updated: 2 May 2026

Our commitment

We take every complaint seriously. We aim to resolve concerns quickly, fairly and free of charge, and we use them to improve the service for everyone.

Step-by-step

  1. Contact us first. Email hello@clearlegacy.co.uk with the subject line "Complaint" and your order reference. Please describe what happened, what you would like us to do to put it right, and the best contact number for you.
  2. We acknowledge within 3 working days. You will receive a confirmation that we have received your complaint, the name of the person handling it, and an estimated date for our full response.
  3. We investigate. We will review your order, communications, drafts and any other relevant material. We may contact you for additional information.
  4. We respond within 28 days. You will receive a written response setting out our findings, what we propose to do (refund, redrafting, apology), and your right to escalate if you remain dissatisfied. Where the matter is complex we may extend this to 56 days, and we will tell you why.

If you remain unhappy

If you are not satisfied with our final response you can escalate the matter:

Type of complaintWhere to take it
General consumer disputeCitizens Advice or your local Trading Standards office
Data protection or privacyInformation Commissioner's Office (ICO)
Online dispute resolutionEU ODR Platform (for cross-border disputes)
Court actionThe courts of England and Wales (the Money Claim Online service handles claims under £100,000)

We hold professional indemnity insurance and will cooperate fully with any investigation by a regulator or ombudsman scheme.

What we ask of you

Records and learning

We keep a record of all complaints for three years. Trends are reviewed monthly and used to improve our service, our drafting templates and our customer communications.

Contact

By email: hello@clearlegacy.co.uk
By post: Complaints, Kaizen Finance Ltd, registered office as listed at Companies House (Company No. 12092327).