Estate Planning

Your legacy. Their future.

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Investments

Manage investments. Achieve goals.

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Pensions

Plan for a better retirement.

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Solicitors

Legal protection for your wealth.

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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 25 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 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.

Our Services

A complete, all-round approach to wealth management that's tailored around you and the legacy you wish to leave.

Estate Planning

Thinking about the future?

Find out more Estate Planning

Investments

Looking to grow your wealth?

Find out more Investments

Pensions

Want to enjoy your retirement?

Find out more Pensions

Solicitors

Need specialist legal advice?

Find out more Solicitors