We believe legacies are built on the shared vision of a future worth sharing
Whether you’re planning for tomorrow or thinking about your family’s future, we combine Chartered financial services and legal advice to help you protect, grow and enjoy every aspect of your wealth.
Your family. Our family. Growing together.
We all share a similar vision for the future: to experience the joy that comes with having the financial freedom to build a better life for ourselves and our loved ones, and the comfort it brings to know everything will be taken care of, even after we’ve gone.
Wills & Trusts Wealth Management was founded upon this very idea more than 30 years ago. And even though our methods, expertise and knowledge have evolved throughout the years, our principal focus has remained largely the same.
Today we are a full-service wealth management firm with Chartered Financial Planner status. We combine investment management, legal advice and a broad range of financial planning, legal and accountancy services to give our clients a more complete and deeply personalised strategy for protecting, growing and enjoying their wealth — not just for today, not just for tomorrow, but over the long-term, generation after generation.
Awards and accreditations
Invested in people, invested in you
We’re proud to be one of the few wealth management companies in the UK owned almost entirely by our passionate team of advisers. It’s this ownership that we believe sets us apart from the rest.
Dean Hobbs Dip.PFS EFA
Regional Adviser Manager
Nagore Echevarria
Senior Client Services Team Leader
Stuart Payne BA (Hons) ACII ACILA Chartered Insurer
Chief Operating Officer
David Batchelor FHD FPFS CFP EFP
Principal & Chartered Financial Planner
