Wills & Trusts Wealth Management
Wills & Trusts is a Chartered firm of financial planners and legal advisers, specialising in wealth management services. They have over 30 years of experience and focus on providing financial and legal solutions.
- Legal advice
- Estate planning
- Pensions advice
- Wealth management
- Accountancy services
- Investment management
- Seminars and webinars
Locations
View 12 addresses
Competitors
LCM Family provides independent and well-researched financial advice to families, focusing on tax-efficient management of wealth and corporate interests.
The Financial Options Group provides personalised financial advice to help clients achieve their financial goals.
Cove Financial Planning provides expert independent financial planning, investment advice, and wealth management services tailored for individuals, families, professionals, business owners, and trustees.
Company Details
Wills & Trusts Wealth Management is operated by Wills & Trusts Wealth Management Limited and is a Active company incorporated on 25 November 2013 with the registered office located in Thame, Oxfordshire. Wills & Trusts Wealth Management Limited was registered 11 years ago.
Status
Active
Size
Micro
Directors
4
Age
11 years old
Employees
67
Turnover
Unreported
Total Assets
£2.32M
Cash in Bank
£1.04M
Total Liabilities
-£4.7M
Teams
18
7
6
5
3
2
2
Founder & Managing Director • Joined Jul 1992
Managing Partner • Joined May 2024
Executive PA • Joined Oct 2012
Head Of Operations • Joined Jun 2002
Head Of HR
Client Account Manager • Joined Dec 2022
Group Finance Director • Joined Dec 2020
Senior Client Support Manager • Joined Jul 2021
Financial Coordinator • Joined Jan 2025
Compliance Officer • Joined Apr 2023
Group Finance Director • Joined Dec 2020
Finance Assistant • Joined Apr 2022
Financial Controller • Joined Oct 2019
Certified Financial Planner • Joined Jun 2000
Chartered Paraplanner • Joined Dec 2021
Chartered Paraplanner • Joined Dec 2021
Financial Planner
Founder & Managing Director • Joined Jul 1992
Managing Partner • Joined May 2024
Executive PA • Joined Oct 2012
Head Of Operations • Joined Jun 2002
Head Of HR
Group Finance Director • Joined Dec 2020
Client Account Manager • Joined Dec 2022
Senior Client Support Manager • Joined Jul 2021
Client Services • Joined Apr 2024
Executive PA • Joined Oct 2012
Finance Assistant • Joined Apr 2022
Project Management Consultant • Joined Jan 2021
Financial Planner • Joined Jun 2000
Chartered Paraplanner • Joined Dec 2021
Chartered Paraplanner • Joined Dec 2021
Financial Planner
Compliance Officer • Joined Apr 2023
Data Analyst • Joined Jun 2021
View 18 members