Wills & Trusts is what used to be called an IFA, but an IFA with a difference. The difference is that we only work with families. We do not do corporate work or commercial work as we believe helping families is the most important and rewarding thing we can do.
The firm is owned by its staff, and it is this ownership that we believe is the difference that makes the difference. When one of our team has been with the company for five years, they are rewarded by becoming a shareholder in the company. This is one of the reasons why our team stay with the company for such a long time, and the reason why our team develop such good relationships with our clients. Imagine, having a relationship with the same person that manages your investments or pension or deals with your Will for five, ten or fifteen years or more. Think how that would pay off in terms of trust, results and confidence. We have all had the experience of the person that promises you the earth, then disappears a year or so later. At Wills & Trusts that just does not happen.
We are regulated by the Financial Conduct Authority and are members of the Personal Finance Society where we are one of the small number of firms that have Chartered status.
With the main office in Thame and a smaller office in Welwyn, we generally work with families in Herts, Beds, Bucks, Oxon and London.
The company was created by David Batchelor in 1992 following the death of his grandmother who left him £9,000 in her Will. It is this that he used to start the company which at that time focused on inheritance tax planning, hence the company name. After a few years we started to work with clients investments, and we became so good at managing peoples investments, that this area grew to the point where we don’t just manage our clients investments (as well as our own of course) but also client portfolios for other financial advisers.