Wills & Trusts Independent Financial Planning is a firm of Independent Financial Advisers and is regulated by the Financial Services Authority (FSA). Through our unique Wealth Management System we help clients remove their worries, fears and concerns and move them towards the achievement of the goals and aspirations.		KeyFacts document & Client Agreement Please download this document and keep it safe for future reference.

The Wealth Management System focuses on developing strategies for clients rather than selling products. These strategies can then be implemented through the Wills & Trust group, by the client directly, or through other financial advisers.

We prefer to work on a fee basis with clients rather than through commissions. We feel this offers a much more open and honest way of doing business. Our fees are not based on an hourly rate. If they were, we could simply do the work twice as slowly and get paid twice as much! Our fees are based upon the value that a client receives. All fees are advised up-front. This way you know the cost before commissioning any work. Over the last twelve years we have found this to be the way that clients prefer to work.