Wills & Trusts IFP Ltd DX4105, Aylesbury
Our Commitment to you
When you put your trust in others to look after you, your family and your finances, you need complete confidence and total reassurance that they will provide competent, honest and valuable advice every step of the way. Wills & Trusts provide an award-winning service designed to do exactly that, with personal attention and ongoing commitment for your added peace of mind…
We are a family business, which has built its long and solid success on providing a personal, 'hands-on' approach. This exceptional attention to detail gives you the comfort, trust and confidence you would expect from someone dealing with your finances and your family’s future.
You will always know our fees before you make any decision to move forward. We don’t hide our fees nor charge hourly rates so you can be sure we are working efficiently for your benefit, not ours. All commissions are paid 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.
Understanding your needs, goals and individual concerns is the first and most important stage of our relationship. When we have spent time listening to you, in depth, you will receive uncomplicated, sensible and unambiguous advice to suit your specific circumstances.
At your very first visit, we’ll introduce you to everyone who will be involved in helping you so whenever you call our office, someone familiar to you will be able to help. We’ll always respond to your questions or queries in a friendly, personal and professional manner and want you to know how much you matter to Wills & Trusts every time we speak to you.
We specialise in creating and protecting your wealth. We will never claim to do something we can’t, but will always do what we say we can to a superior standard. As masters of this area, you will have the advantage of specialist solutions rarely found elsewhere, designed to do exactly what you need them to.
You will get more sound, up-to-date advice and expertise than you’ll find anywhere else. Our entire team continually stay ahead and keep on top of the trends, changes and developments in tax, inheritance and investments to give you well-considered, sound advice. For your added confidence, this knowledge and understanding of the industry has resulted in Wills & Trusts being rated in the top 1% of all Financial Advisers worldwide. Acknowledged as the experts, by the experts, we advise many other Financial Advisers throughout the UK, the Channel Islands, Ireland Australia and Canada.
At times of difficulty, upset or stress, we promise to manage your affairs sympathetically and sensitively to ensure a smooth, simple, worry-free process. You and your requests are of utmost priority and we will do everything possible to ensure funds are maximised, allocated and protected for your peace of mind.
If you decide to use us for ongoing management of your financial plan, you can be confident that your investments, and inheritance tax affairs will be properly and correctly looked after. We’ll regularly check and monitor your financial situation to ensure you are achieving maximum returns with minimum risks. You can have peace of mind knowing we will always look for future opportunities to protect and amend your plan throughout your lifetime.
