Wills and Trusts - Independent Financial Planning Ltd

Wills & Trusts IFP Ltd DX4105, Aylesbury

David Batchelor FHD.APFS.CFP

David Batchelor is Director and Principal of Wills & Trusts IFP Ltd.

Wills & Trusts has grown to be one of the UK's leading practices through use of the unique Wealth Management System.

David Batchelor is also Past President of the Life Insurance Association. He is a founder member of The Personal Finance Society.

Author of "Wealth - How to become seriously Rich on any income" and technical books and articles for the Financial Services sector. David is also an international speaker speaking on technical, legal and practice management issues

David Batchelor is also one of the UK's highest qualified Independent Financial Advisors, being one of only 258 holding the Certified Financial Planning licence and holds advanced qualifications in investment planning, pensions, taxation and trusts. He is also a question writer for the Chartered Insurance Institute and an examiner for the Institute of Financial Planning.

David is the founder of the Wills and Trust Group having managed several branches of an American Bank for over 7 years. In 1994, after working with Norwich Union and Canada Life we set up the first Wills & Trust Company specialising in estate and investment planning.

David Lives in Leighton Buzzard with his wife Helen, who is the Financial Director of the Company, his two daughters Emily and Hope, as well as various dogs and chickens!

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