Manage investments. Achieve goals.
Advice, planning and expert management to help you get the most out of your savings and investments.
Like most people, you want to earn more on your savings and investments. At the same time, you want to pay as little tax as possible. Most importantly, you probably want to minimise any risk that you take — ensuring every best effort is made to not only build your wealth but also keep it protected for your future and the future of your family.
This is precisely what we do when we manage our clients’ investments. We listen to your long-term financial goals and develop a strategy around what you want to achieve, taking a proactive approach that considers not only the opportunities but also the risk involved. We understand that every return on your investment has greater meaning than its monetary worth. We know that it’s a crucial component of your hopes and dreams for the future.
Bespoke portfolio management
Everybody is different, so we don’t believe that a ‘one-size-fits-all’ approach works when managing our clients’ investments. Together we can look at your ambitions and financial objectives, developing an investment strategy built around your specific vision for a better future.
Strategy for growth and protection
It’s important to know your investments are in safe and knowledgeable hands. We routinely undertake detailed due diligence to ensure we are always choosing the right investments, proactively analysing and reviewing performance to increase your returns, mitigate risk and crucially, minimise your exposure to Inheritance Tax.
When it comes to managing investments, we believe actions speak louder than words. At Wills & Trusts, our team practice what they preach – recommending the same investment options and strategies they invest into personally. That way, our clients can be confident that everything we do will always be in their best interests.
The value of your investment may fall as well as rise, you may not get back what you put in.
Meet our Advisers
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.
Sunny Sharma Dip.PFS EFA
Michael Bennett Dip.PFS EFA
Lee Humphrey Dip.PFS EFA
Sophie Bramhill Dip.PFS EFA
Alison Parker FPFS EFP
Chartered Financial Planner
Rachel Phillips Dip. PFS EFA
We’re always delighted to receive feedback and testimonials from our clients. Here’s what some of them have to say about working with the team.
Steve has been a long term client of Wills & Trusts. We asked him to give his honest opinion on the service since choosing Wills & Trusts to manage their wealth after his father's recommendation. Here is what he had to say
Ivor Eisenstadt has been a client of Wills & Trusts for a very long time. We asked him to give his honest opinion on the service he has been receiving since choosing Wills & Trusts to manage his investments. Here is what he had to say
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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.
That’s why we host award-winning Public Education Seminars across the UK in a friendly, relaxed setting, so you can discover more about making the most out of your wealth and cementing a stronger financial future for you and your family.
Find your nearest seminar
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