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Wills & Trusts IFP Ltd DX4105, Aylesbury
The Team

  • David Batchelor FHD.APFS.CFP - Principal

  • Helen Batchelor - Company Secretary

  • Phil Plant - Finance Manager

  • Dean Hobbs Cert.PFS - Financial Adviser

  • Caroline McQuade Cert.PFS - Financial Adviser

  • Rachel Viney - Para Planner

  • Emily Jenkins - trainee Para-Planner

  • Alison Purcell - trainee Para-Planner

  • Paula O'Reilly - Practice Manager

  • Michelle Bye - Senior Administrator

  • Julie Rogers - Administrator

  • Nagore Echevarria Vicario - Post Sales Administrator

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    "All the investments we recommend will have been assessed to meet the criteria set by our Advanced Investment Strategy, which is designed to ensure consistent performance. Our successful Advanced Investment Strategy has ALWAYS produced better returns and lower levels of risk than others can achieve. "
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    Wills & Trusts Independent Financial Planning Ltd is
    regulated and authorised by the Financial Services Authority

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