Complete wealth management covering legal, investment, estate planning and financial services for protecting, growing and enjoying your personal wealth.
Protect your family’s wealth and secure their future, be confident in the knowledge that we’ll always be there to ensure your legacy.
Whether you have current investments that need reviewing or are thinking about investing, we can help you achieve your long-term goals.
Plan for the future you envisaged and ensure your finances allow you to make the most of your retirement.
Specialist legal advice and support to ensure an estate is protected, preserved and properly passed down.
Established for over 25 years, Wills & Trusts is recognised today as one of the UK’s leading full-service wealth management firms with Chartered Financial Planner status.
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.
We’re developing the next generation of financial planners. Find out about our Academy programme.
See our latest job vacancies across the UK and embark on a new career.
Join our growing family and forge a rewarding career in financial planning with Wills & Trusts.
Your legacy. Their future.
Manage investments. Achieve goals.
Plan for a better retirement.
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Complete the form to receive a FREE digital copy of ‘The 17 Mistakes Investors Make’, written by David Batchelor.
Avoid the mistakes commonly made by investors; from the devastating effect taxes can have on your returns if you use the wrong strategy, to the pitfalls of failing to plan for the future.
Complete the form to receive a FREE digital copy of ‘It’s a matter of Trust’, written by David Batchelor & Dean Hobbs on Wills, Trusts & Inheritance.
Complete with sound advice from two of the UK’s most experienced estate planners, real-life stories and practical plans, David and Dean replace the stress and confusion surrounding estate planning with clarity, understanding and the confidence to make the right decisions for you and your family.
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