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. 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.