Wills & Trusts Wealth Management
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    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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    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.

    Seminars Webinars Podcast
  • About us

    About us

    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.

    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.

    Academy

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

    Latest Positions

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

    Careers

    Join our growing family and forge a rewarding career in financial planning with Wills & Trusts.

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Wills & Trusts Wealth Management
    • 01844 212907
    • Email
    • Office Locator
    • Client Login
    • Introductions
  • Home
  • Our services
    Accountancy Estate Planning Investments Pensions Solicitors
  • Seminars & Webinars
    Seminars Webinars Podcast
  • About us
    About us Academy Our difference Meet the team
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March 2019


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Accreditations

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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