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.

Wills and Trusts is an award winning family practice first established by David Batchelor in 1992.

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.

David’s expertise is respected world wide. He not only works with individual clients within the Wills & Trusts practice, but also lectures around the world training Solicitors, financial advisers and accountants. Because of his high levels of technical knowledge he is an examiner for the Institute of financial planning and a question writer for the Chartered Insurance Institute. David is also a founder board member of the Personal Finance Society.

David has also found time to gain an enviable set of qualifications including the Advanced Financial Planning certificate, the Certified Financial Planning Licence and he is a Chartered Financial Planner.

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 .