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Build a future. Cement a legacy.
discover moreEstate Planning
Thinking about the future?
Secure your family’s wealth - expertly managed and structured to ensure the passing of your legacy for future generations.
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Investments
Looking to grow your wealth?
Our specialists can manage your investments and help you achieve your long-term financial goals.
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Pensions
Want to enjoy your retirement?
Cement a better future with our wide range of services and solutions tailored to your retirement plans.
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Solicitors
Need specialist legal advice?
Whether you’re thinking about your own legacy or managing the estate of some who has passed away, we can help.
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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.

David Batchelor FHD FPFS CFP EFP
Principal

Stuart Payne BA (Hons) ACII ACILA
Chief Operating Officer

Phil Plant
Finance Director

Dean Hobbs Dip.PFS EFA
Regional Adviser Manager

Nagore Echevarria Vicario
Client Service Team Leader

Julia Marron
Business Analyst
Our seminars
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 moreGet inspired
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.