Award-winning Wills & Trusts Group are amongst the UK’s most qualified and successful IFA’s, with a reputable wealth of experience and a proven track record in helping those in, or approaching, retirement with their personal finance whilst also training and advising many other IFA’s throughout the UK.

Our free seminars have received an overwhelmingly positive response from people just like you who wanted to know more about how best to plan for their financial future. Each seminar is packed full with industry secrets and valuable financial information from the UK’s most highly regarded inheritance, tax and investment expert, David Batchelor.

In just one and a half hours, you’ll learn tips on how to avoid inheritance tax, see how to steer clear of common investment pitfalls, hear about how to construct and balance your portfolio and understand more about protecting your estate and managing your wealth. We guarantee your head will be buzzing with a renewed enthusiasm and a clear grasp of how to achieve your greatest financial goals in the future.

At no point in the seminar are you pressured or obligated to use our services but if you would like one-to-one, personal advice, information on our Advanced Investment Strategy or help with creating and implementing your wealth management plan, we’ll be more than happy to help you.

We don’t hide our fees nor charge hourly rates so you can be sure we are working efficiently for your benefit, not ours. We are committed to paying all commissions straight back to you – we don’t take a penny. We are independent, not tied to any lender, broker or bank and only advise you on what will suit you best, not what pays the most commission. Please take a moment to read through our other commitments to you.

We hope you enjoy browsing this site and don’t forget to download the latest issue of our FREE E-Book which is crammed with tips, information and current, expert advice on finance for the over 50’s!

If you want to know more or can’t find what you’re looking for, please contact our friendly team today.

Awards

Wills & Trusts has been fortunate to win many awards over the last seven years. Every year for the last six years the company has won awards in the prestigious Business Excellence awards, culminating in winning “Business of the Year” in 2004.

The company has also won national awards from the chamber of commerce but are most proud of their award in 2002, from the Daily Telegraph, for customer service, coming second to Abbey National.

The company has also been recognised internationally. In each of the last six years David has ranked in the top 1% of the top 5% of financial advisers across the world in qualifying for “Top of the Table” with the Million Dollar Round Table.