Thinking about the future?
Secure your family’s wealth - expertly managed and structured to ensure the passing of your legacy for future generations.Find out more
Looking to grow your wealth?
Our specialists can manage your investments and help you achieve your long-term financial goals.Find out more
Want to enjoy your retirement?
Cement a better future with our wide range of services and solutions tailored to your retirement plans.Find out more
We are proud to be the only IFA owned by its clients and its staff.
It’s this part of our culture that makes us so special. Let us show you what we stand for.What makes us different?
Wealth management far beyond the financial
Wills & Trusts Wealth Management offers a more complete and deeply personalised approach to managing your wealth. An approach that’s tailored around your aspirations, your family and the legacy you wish to leave.
As a Chartered firm of financial planners and legal advisers, we pride ourselves on delivering a well-rounded service that seamlessly combines investment management, estate planning, legal advice and a broad range of financial planning services — helping our clients to protect, grow and enjoy all aspects of their personal wealth.
Our approach to wealth management isn’t just about building a portfolio. We see a life’s work, memories and aspirations in every client. That’s why we’ve committed ourselves to developing close relationships for the long-term, providing expert advice and helping our clients achieve those aspirations, whilst firmly securing a financial legacy that will benefit future generations.
Dean Hobbs Dip.PFS EFA
Regional Adviser Manager
Client Services Team Leader
Stuart Payne BA (Hons) ACII ACILA Chartered Insurer
Chief Operating Officer
David Batchelor FHD FPFS CFP EFP
...I can’t imagine a friendlier company to work with. It is clear that customer care is an overriding concern and that the staff love working at W&T. The company ethos comes through clearly and we are still happy after many years in their care....
...I have been a client for many years, and have found them able to manage my premium fund and investments with excellent results, yet able to provide a friendly and personable service....
...The advice and support we have received from the whole team has been second to none. Anything we have enquired about has been dealt with swiftly and professionally....
...I have Rachel as my Financial Planner. I can call at any time, to let me know what’s happening with my investment, what’s best to do and how to do it. I put my trust in Wills and Trusts....
Discover more about getting the most out of your wealth, making the most of your future and your family's future by attending one of our Public Education Seminars across the UK
We understand that financial planning can be daunting. We also believe that people should know precisely what they can do with their estate, their investments and their savings to get the best results. Discover more about getting the most our of your wealth, in a friendly, relaxed setting, by attending one of our award-winning seminars near you.
Find your nearest seminar
Search your postcode below to find up-coming Wills, Pensions and Investments seminars in your area.
Attend one of our webinars
Click below to book onto one of our up-coming Wills, Pensions and Investment webinars.Find out more
Visit our Bucket List to see what other people want to achieve in life and get started on your own aspirations.
Latest news, insights and advice
Stay up-to-date with all the latest financial news, insights and recent developments within the company by visiting our blog.