Established for 30 years, Wills & Trusts is recognised today as one of the UK’s leading full-service wealth management firms with Chartered Financial Planner status. We offer complete wealth management covering legal, investment, estate planning and financial services for protecting, growing and enjoying your personal wealth.
We all share a similar vision for the future: to experience the joy that comes with having the financial freedom to build a better life for ourselves and our loved ones, and the comfort it brings to know everything will be taken care of, even after we’ve gone. Wills & Trusts Wealth Management was founded upon this very idea, and even though our methods, expertise and knowledge have evolved throughout the years, our principal focus has remained largely the same, to give our clients a more complete and deeply personalised strategy for protecting, growing and enjoying their wealth — not just for today, not just for tomorrow, but over the long-term, generation after generation.
UK only
91-92 High Street
Thame
Oxon
OX9 3EH