Wills and Trusts - Independent Financial Planning Ltd

Wills & Trusts IFP Ltd DX4105, Aylesbury

Working with Wills & Trusts

Being a truly independent company, we are not tied to any suppliers, which means we can look at every financial product in the UK for you, without bias, and only recommend those to suit your personal plan. If you would like our help with your investment, inheritance or tax planning following the seminar, please tell us and we’ll start preparing for our first meeting.

The entire team conduct research to a staggering level of detail before they meet you – far beyond standard industry practice - reviewing political and economic conditions, monitoring revenue amendments and changes, studying legislative and regulations requirements.

Hours are spent reading Inland Revenue statements, rulebooks, technical newsletters, will-briefings and fund information. We scan company references and Micropal listings, wade through over 2500 books and attend Personal Finance Society conferences and seminars continuously so you don’t have to.

And that’s not all…

We’ll also analyse, read and understand your wills, estate entitlements, taxation circumstances, pensions and policies to ensure we have the full picture.

Only at that point, when we have all the current information and you feel you have told us all you need to tell us, will we begin to look at the most appropriate choices open to you. Even then, we won’t bombard you with complicated detail and industry jargon – in fact, we never will. Everyone at Wills & Trusts is there not only for their technical ability but also their skill in communicating everything you need to know in a clear, interesting and understandable way.

After the meeting, if you are happy to move forward (for which there is no obligation), we’ll take all the information and create your personal plan. Please click here to find out more about the Wealth Management Plan or contact our friendly team to arrange a meeting.

Wills & Trusts Independent Financial Planning is a firm of Independent Financial Advisers and is regulated & authorised by the Financial Services Authority (FSA).


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	Wills & Trusts IFP Ltd DX4105, Aylesbury Working with Wills & Trusts Being a truly independent company, we are not tied to any suppliers, which means we can look at every financial product in the UK for you, without bias, and only recommend those to suit your personal plan. If you would like our help with your investment, inheritance or tax planning following the seminar, please tell us and we’ll start preparing for our first meeting. The entire team conduct research to a staggering level of detail before they meet you – far beyond standard industry practice - reviewing political and economic conditions, monitoring revenue amendments and changes, studying legislative and regulations requirements. Hours are spent reading Inland Revenue statements, rulebooks, technical newsletters, will-briefings and fund information. We scan company references and Micropal listings, wade through over 2500 books and attend Personal Finance Society conferences and seminars continuously so you don’t have to. And that’s not all… We’ll also analyse, read and understand your wills, estate entitlements, taxation circumstances, pensions and policies to ensure we have the full picture. Only at that point, when we have all the current information and you feel you have told us all you need to tell us, will we begin to look at the most appropriate choices open to you. Even then, we won’t bombard you with complicated detail and industry jargon – in fact, we never will. Everyone at Wills & Trusts is there not only for their technical ability but also their skill in communicating everything you need to know in a clear, interesting and understandable way. After the meeting, if you are happy to move forward (for which there is no obligation), we’ll take all the information and create your personal plan. Please click here to find out more about the Wealth Management Plan or contact our friendly team to arrange a meeting. Wills & Trusts Independent Financial Planning is a firm of Independent Financial Advisers and is regulated & authorised 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. "
	© 2008 Wills & Trusts Independent Financial Planning Ltd
	Wills & Trusts Independent Financial Planning Ltd is regulated and authorised by the Financial Services Authority