UPDATE: 17th March, 2020

Polite Request

If you are at risk from the Coronavirus because of age or medical history, we ask that you do not visit either our office in Thame or Ashby De La Zouch. Our offices are very busy with many people visiting to write their Wills, organise their investments and setting up trust arrangements for their families, and so high risk groups may be in danger simply through high footfall. To help reduce the risk of infection we have arranged for many of our team to work from home, and so it is best to call if you need to speak to someone, as these calls can be dealt with by people who are working from home as well as those in the office.

The number to call is 01844 212 907

Established for well over 25 years, the award-winning Wills & Trusts Group believes in treating clients as people, not just as a number. This “family” philosophy makes the company one of the most highly respected amongst financial advisers.

As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clients’ assets and the protection of those assets so that they pass to the right person at the right time.

Take a look by clicking on the Seminar area. See what real clients say by clicking on the Testimonial area. Or simply find out more about what we do by clicking on the … well, “What we do” button.