Wills and Trusts Wealth Management Group

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Why Wills and Trusts Wealth Management Group IS A MOST LOVED WORKPLACE®

Systemic Collaboration

EMPLOYEES COLLABORATE THROUGHOUT OUR COMPANY BY …

Our employees are empowered to collaborate in various roles and with different expertise to achieve big-picture goals. Relationships are fostered with an inclusive workplace, trust, and respect. From the top-down, input is valued, and employees are heard. With a variety of digital and traditional methods. Our teams make use of ongoing chat channels and video calls to enable ongoing collaboration across teams and buildings. Connecting, whether via Teams or face to face, collaboration is key. We have a strong sense of collaboration in all the work we do. We also know that some tasks and work require self-focus and quiet. However, knowing the importance of being caring, coming into work each day with energy, carrying a YES mindset, and showing continued loyalty are truly our core values. When our team is at its best, so are we. We embrace a pro-active and intuitive mindset and have created an environment that allows team members to interact across roles and teams.

Positive Vision of the Future

EMPLOYEES AT OUR COMPANY HAVE A POSITIVE VISION FOR THE FUTURE BECAUSE …

Staff members of Wills & Trusts are excited about the future and the proactive efforts Wills & Trusts take; specifically, our efforts to grow our hubs in new locations, our sustainability journey, and our work within each local community, hoping to better the lives of those around us and clients we work with. Our staff are excited about joining us on this journey and creating their own success story. We’re the only IFA owned by its staff and clients and have a culture of care for all team members, our clients, and the communities we reside in. We strive for a strong culture, centered around our core values: being caring, coming into work each day with energy, carrying a YES mindset, and showing continued loyalty to the culture, the company, and our mission. Our company has experienced exciting growth over the past few years, which has brought great opportunities for the growth of our team members. We communicate this through our Vivid Vision, formed in 2020. This vision for the future is streamlined through our culture days, where new team members spend 4 days with Founder, David Batchelor. It’s important to us that we have a shared vision, a goalpost outlining where we aim to be.

Company Respect

WE SHOW RESPECT AND ENSURE THAT ALL VOICES ARE HEARD AND IDEAS ARE VALUED THROUGHOUT THE COMPANY BY …

Our task force titled ‘VOICE’ is where designated nominees from each department come together to raise queries, problems, requests, propositions, and ideas to the leadership team. Not only does this better our staff’s professional life and work environment, but it also integrates those from the leadership team to those in all aspects of the company. Meaning no stone is left unturned, and no problem is left to brew. It’s about doing the right thing, and being there for our own.

Company Support / Killer Outcomes

WE SUPPORT OUR EMPLOYEES IN ACHIEVING THEIR PROFESSIONAL AND PERSONAL GOALS BY …

Our HR team offers monthly coaching sessions to give us that extra push and that extra bit of help and guidance to ensure we aim to be our best version of ourselves. Whether it’s a session of setting goals, or communicating worries, or needing a chat to clear the mind of discomfort and worries. With regular PDR meetings, each employee is set their own plan, tailored specifically to them. Not just this, at any point you feel you want to have a chat with anyone in the team, we’re always there.

Alignment of Values

OUR COMPANY’S VALUES ARE ALIGNED WITH OUR EMPLOYEES BECAUSE …

We believe that life is about growth, making everything we do tomorrow better than today. This not only bears the hallmark of an award-winning IFA, we think it’s the fundamental aspect of a great place to work. For us, coming to work means making a significant difference in people’s lives — creating a better tomorrow for our clients, their loved ones, and the many colleagues we like to call family. That’s why we’ve spent considerable time cultivating a culture of care and compassion that encompasses everything we do. We invest in our people, from professional development to personal wellbeing, because that’s what families do. A career with Wills & Trusts WM is more than forging a future you can be proud of, it’s about sharing it with people who make that future even better.

Company Practices / Love

PROGRAMS AND PRACTICES WE GIVE TO OUR EMPLOYEES THAT CREATE A LOVED WORKPLACE ARE …

Utilising the likes of YuLife really gives our employees a sense of well-being support, and the possibilities are endless! From rewards for how many steps you do day-to-day, to discounted products, to private healthcare, to 24/7 GP services, to Life Assurance, to mini-games and so much more! Our Well-Being Team are a task force put together to ensure the well-being of each and every individual throughout the company, providing resources, newsletters and monthly well-being gifts, they put each employee at the forefront of their priorities. Goal-Setting Workshops and Coaching Sessions are supplied to help those who want to reach their goals. With numerous resources, we ensure we love our workplace!

CEO Strengths

OUR CEO SERVES AS A MODEL OF OUR COMPANY VALUES BY …

David Batchelor founded Wills & Trusts in 1992, using a sum of £9,000 he had inherited. He started the company with a mission to build and protect legacies for future generations and it has since grown to a team of 80 people, working with 600 families to ensure that their assets are not destroyed or taken away by unfair taxation, poorly drafted legislation and ill-thought-out regulation. With this in mind, it was David who sent the company full steam ahead with the Vivid Vision, our core values, and our strive to always do the right thing.

Benefits

EXAMPLES OF UNIQUE BENEFITS, BONUS, OR COMPENSATION WE PROVIDE ARE …

We could easily go into the more standard of benefits, but really we think you’d prefer to know about the benefits not every company thinks to offer; here a few: you will get your birthday off and should it fall on a weekend you will be able to take the Friday off instead, in fact, speaking of Fridays, you will get to finish early! You can have personal coaching sessions to achieve your goals, and should you require any study support, this will be fully funded. As mentioned previously, our Well-Being initiatives are endless, including in-house massages, access to free nutrition advice, smoking cessation, monthly newsletters and much more.
We will often be provided with Incentives, for example shopping challenges where you’re given a certain amount of money to spend within a certain timeframe… and a hidden challenge to hit to keep the goodies! Over 50+ can receive a full health check, and after continued loyalty for the company you will be offered the chance to buy company shares. This is just a small insight into our benefits, bonus, and compensation schemes… imagine the possibilities!

Our response to COVID-19

Throughout the course of COVID, working from home was of course a major factor in our day-to-day abilities. We had selected individuals heading into the office on planned days of the week, while we also had many working from home being provided with screens, laptops, software, and various other requirements depending on each individual’s needs. Our Founder, David Batchelor, ensured that those who were put onto the furlough scheme were still paid in full, not just 80%, but also the added 20% by the company to support them through a time which was extremely tough for us all worldwide. So, we had the professional aspects running full steam ahead, but what about team morale? Well, Fridays became a frequent team day where we would jump onto a Zoom call and try different challenges, have general chats, enjoy Friday drinks, and try to keep human interaction (which was a thing of the past) as consistent as possible! Speaking of challenges… how fast can you make an omelet? Could you take the Wills & Trusts Fastest Omelet title?!

Our Certifications

See what we've been awarded.

Certified Company
Certified Company
2022

About the Company

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.

Company Headquarters

Headquarters location:

UK only
91-92 High Street
Thame
Oxon
OX9 3EH

Company Headquarters

Industry:

Financial Services

Company Headquarters

Company CEO's name:

David Batchelor

Company Headquarters

Number of employees:

0 - 1000

Life in our company

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