Wills and Trusts - Who we are

Wills & Trusts IFP Ltd DX4105, Aylesbury

Who we are

Your family’s and your financial future are amongst the most important plans you’ll ever make which is why you need a trusted and highly qualified IFA dedicated to listening, guiding and advising you with the best options to suit your personal situation.

The award-winning family practice, Wills & Trusts, is committed to doing exactly that. The man behind this philosophy is the almost famous David Batchelor…

There aren’t many in the UK who have achieved as much in financial planning. David joined the profession in 1982 bringing with him an outstanding reputation and dizzying mass of knowledge in two key areas – wealth development and wealth protection.

His expertise is respected worldwide where he not only advises other IFA’s throughout the country but also holds the post of examiner for Financial Planning qualifications whilst also sitting on the Board of Directors for the Personal Finance Society…all of this following his position as president of the Life Insurance Association – a very busy man!

David has also found the time to gain an enviable set of qualifications including the Advanced Financial Planning Certificate, Finance Professional Certificate, the Finance House Diploma and, most importantly, the highest qualification in the UK – the Certified Financial Planning Licence, which only 258 individuals in Britain can equal.

David’s not alone either. Working alongside him are a team of expert advisers all of whom are qualified to at least Financial Planning Certificate standard (many significantly above) and receive over 4 hours of training and study every week to keep them on top of the financial industry.

How does this impact on your life? Simply, Wills & Trusts sleep and breathe ‘finance’ so you don’t have to. You will find it near impossible to find another individual so on the ball with inheritance, tax and investments and you can have peace of mind you’ll be benefiting from the best advice in the UK.

Our focus is on working towards your goals and eliminating your financial concerns and worries. Through the Wealth Management Protection Program we work with you to protect your estate from the devastation of Inheritance Tax and the damaging effects of Long Term Care costs. With the Wealth Development Process we help boost your income and capital growth with innovative ways to reduce and restrict income tax and capital gains tax as well as significantly reducing investment risk with The Advanced Investment Strategy TM .

The Wills & Trusts Group consists of 5 Companies:

Wills & Trusts
Independent Financial Planning Ltd is a firm of Independent Financial Advisers that is regulated by the Financial Services Authority (FSA). It is this company that provides all regulated advice to clients and arranges the implementation of both regulated and non-regulated products and services.

Wills & Trusts
Independent Investment Planning Ltd provides seminars around the country to both clients and financial advisers discussing political, economic and legal trends.

Wills & Trusts
Independent Estate Planning Ltd is a trust drafting and legal training company. It provides trust-drafting services for licensed financial advisers as well as directly for clients. Technical training is only available to financial advisers legal executives and solicitors.

Intelligent Investment Services Ltd (IIS) is a legal services and document storage company. It provides Business development training pre-dominantly for the financial services sector.

The Financial Coach Ltd is a training company. It provides examination technique training and provides a question writing services to examination bodies.

Each company within the group may refer clients to any other company within the group. At no time is information passed to companies or individuals outside of the group without the clients express authorisation.


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	Wills & Trusts IFP Ltd DX4105, Aylesbury Who we are Your family’s and your financial future are amongst the most important plans you’ll ever make which is why you need a trusted and highly qualified IFA dedicated to listening, guiding and advising you with the best options to suit your personal situation. The award-winning family practice, Wills & Trusts, is committed to doing exactly that. The man behind this philosophy is the almost famous David Batchelor… There aren’t many in the UK who have achieved as much in financial planning. David joined the profession in 1982 bringing with him an outstanding reputation and dizzying mass of knowledge in two key areas – wealth development and wealth protection. His expertise is respected worldwide where he not only advises other IFA’s throughout the country but also holds the post of examiner for Financial Planning qualifications whilst also sitting on the Board of Directors for the Personal Finance Society…all of this following his position as president of the Life Insurance Association – a very busy man! David has also found the time to gain an enviable set of qualifications including the Advanced Financial Planning Certificate, Finance Professional Certificate, the Finance House Diploma and, most importantly, the highest qualification in the UK – the Certified Financial Planning Licence, which only 258 individuals in Britain can equal. David’s not alone either. Working alongside him are a team of expert advisers all of whom are qualified to at least Financial Planning Certificate standard (many significantly above) and receive over 4 hours of training and study every week to keep them on top of the financial industry. How does this impact on your life? Simply, Wills & Trusts sleep and breathe ‘finance’ so you don’t have to. You will find it near impossible to find another individual so on the ball with inheritance, tax and investments and you can have peace of mind you’ll be benefiting from the best advice in the UK. Our focus is on working towards your goals and eliminating your financial concerns and worries. Through the Wealth Management Protection Program we work with you to protect your estate from the devastation of Inheritance Tax and the damaging effects of Long Term Care costs. With the Wealth Development Process we help boost your income and capital growth with innovative ways to reduce and restrict income tax and capital gains tax as well as significantly reducing investment risk with The Advanced Investment Strategy TM . The Wills & Trusts Group consists of 5 Companies: Wills & Trusts Independent Financial Planning Ltd is a firm of Independent Financial Advisers that is regulated by the Financial Services Authority (FSA). It is this company that provides all regulated advice to clients and arranges the implementation of both regulated and non-regulated products and services. Wills & Trusts Independent Investment Planning Ltd provides seminars around the country to both clients and financial advisers discussing political, economic and legal trends. Wills & Trusts Independent Estate Planning Ltd is a trust drafting and legal training company. It provides trust-drafting services for licensed financial advisers as well as directly for clients. Technical training is only available to financial advisers legal executives and solicitors. Intelligent Investment Services Ltd (IIS) is a legal services and document storage company. It provides Business development training pre-dominantly for the financial services sector. The Financial Coach Ltd is a training company. It provides examination technique training and provides a question writing services to examination bodies. Each company within the group may refer clients to any other company within the group. At no time is information passed to companies or individuals outside of the group without the clients express authorisation. Related links... Financial Advice The Team	"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. "
	© 2008 Wills & Trusts Independent Financial Planning Ltd
	Wills & Trusts Independent Financial Planning Ltd is regulated and authorised by the Financial Services Authority