Family business Wills & Trusts Wealth Management. A company that helps take care of family financial planning and legal support. It also treats their employees like a family too.
stablished for over 25 years and based here in Thame for the past nine, Wills & Trusts is recognised today as one of the UK’s leading full-service wealth management firms with Chartered Financial Planner status. The company was created by David Batchelor, thanks in part to a family inheritance. Given a lift by a relative, it’s no surprise that families are at the core of the companies philosophy. Whether you’re planning for tomorrow or thinking about your family’s future, Wills & Trusts combine Chartered financial services, legal and accountancy advice to help you protect, grow and enjoy every aspect of your wealth. Building a future and cementing a legacy. David’s vision is to make massive changes in many people’s lives as well as those of the company’s employees. “ I believe that life is about growth. It’s about making everything we do
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tomorrow better than today. Our future and that of our clients must be better than the past,” says David. “When you come to work you do it for three reasons. First (and let’s be honest) you need to pay the mortgage or rent. Second, it’s because you want to do something that you enjoy doing 80% of the time (there are always those days when you need a glass of wine when you get home) And third you want to feel that you are doing something meaningful with your life. “I believe that every one of us wants to do something meaningful. I think every one of us wants to do more than just pay the mortgage. And I’m convinced that everyone of us wants to love what we do; and to love what we do we must do something meaningful. “By building legacies we mean building our clients wealth. Of course this means their money, but it also means their intellectual and emotional wealth. The
wealth that is built from their life’s work, effort and toil. It is this that creates and builds our clients wisdom. “Protecting those legacies is all about making sure that the family keeps and maintains that wealth. We want our clients to pass all of their financial, intellectual and emotional wealth to the people that matter, the next generation. Now, that might not be their children, but it will be someone with whom they have a deep connection. “And why families? Because this is what’s important. We could spend the time helping business to pay less tax, but would that really get you emotionally involved? We could focus on group pensions schemes, but would that give you a deep sense of satisfaction when you go home at night? “There is nothing like getting that card, that call or that note from a client that says thank you for what you have done. Its a very, very rare thing. When was the last time you wrote to McDonalds to say thank you? Or your bank, or your insurance company, in fact anyone?