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Complete wealth management covering legal, investment, estate planning and financial services for protecting, growing and enjoying your personal wealth.

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Protect your family’s wealth and secure their future, be confident in the knowledge that we’ll always be there to ensure your legacy.

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Whether you have current investments that need reviewing or are thinking about investing, we can help you achieve your long-term goals.

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Plan for the future you envisaged and ensure your finances allow you to make the most of your retirement.

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Specialist legal advice and support to ensure an estate is protected, preserved and properly passed down.

Accountants

With an extensive overview of your finances and legal affairs, we can provide a more complete and personal accountancy service.

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Our services

Complete wealth management covering legal, investment, estate planning and financial services for protecting, growing and enjoying your personal wealth.

Estate Planning

Protect your family’s wealth and secure their future, be confident in the knowledge that we’ll always be there to ensure your legacy.

Investments

Whether you have current investments that need reviewing or are thinking about investing, we can help you achieve your long-term goals.

Pensions

Plan for the future you envisaged and ensure your finances allow you to make the most of your retirement.

Solicitors

Specialist legal advice and support to ensure an estate is protected, preserved and properly passed down.

Accountants

With an extensive overview of your finances and legal affairs, we can provide a more complete and personal accountancy service.

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About us

About us

Established for over 30 years, Wills & Trusts is recognised today as one of the UK’s leading full-service wealth management firms with Chartered Financial Planner status.

Our difference

We’re proud to be a financial planning firm with a difference, one that puts people and families at the heart of everything we do.

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We’re developing the next generation of financial planners. Find out about our Academy programme.

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See our latest job vacancies across the UK and embark on a new career.

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Probate fees could be changing – what does this mean for you?

Changes to Probate fees are currently under consideration by the Government in a move which...

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WILLS & TRUSTS WEALTH MANAGEMENT LIMITED is a limited liability company registered in England and Wales under number 08788309 whose registered office is at 91-92 High Street, Thame, OX9 3EH. Wills & Trusts IFP Ltd trading as Wills & Trusts Chartered Financial Planners. Wills & Trusts IFP Ltd are authorised and regulated by the Financial Conduct Authority.

FRN Number : 223962

VAT Number: GB 182142232

The Financial Conduct Authority does not regulate Tax, Trusts or Estate planning.

WILLS & TRUSTS SOLICITORS is a trading name of WILLS & TRUSTS LEGAL LIMITED, a limited liability company registered in England and Wales under number 12275796 whose registered office is at 91-92 High Street, Thame, OX9 3EH. It is authorised and regulated by the Solicitors Regulation Authority, licence number 667868, whose rules can be accessed here.

Wills & Trusts Solicitors VAT Number: GB 343455993

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Our services

Estate Planning

Investments

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Our services

Estate Planning

Investments

Pensions

Solicitors

Accountants

About us

Our difference

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News, insights and advice

Probate fees could be changing – what does this mean for you?