Chartered Financial Planning firm expands to the East Midlands

L-R: Michael Bennett, Dean Hobbs, Sunny Sharma, Stuart Payne.

Chartered Financial Planning company Wills & Trusts have launched new offices in Ashby de la Zouch after operating from Thame, Oxfordshire for the last 24 years.

Wills & Trusts provides independent financial planning advice on Wills, Estates, Pensions and Investments. David Batchelor, Founder and Principle of the 50 strong company, is a founding board member of the Personal Finance Society (PFS). As a fellow of the PFS he has championed the abolition of commission and as a member of the MDRT Ethics committee he has been instrumental in upholding both the MDRT and Personal Finance Society code of ethics.

Batchelor states his decision to expand the business and launch new premises in the Midlands is “an exciting opportunity for the Wills & Trusts team allowing employees to grow and develop.”  The expansion has also created a number of new roles with seven new positions recruited including Stuart Payne BA (Hons) ACII ACILA Chartered Insurer as Chief Operating Officer, a new Marketing Director, three new Financial Planners, a Paraplanner and an administration role. Wills & Trusts’ strategic plan projects that this number will double to at least 12 new recruits from the local area in the next 12 months.

The Ashby de la Zouch launch is part of a long-term ambitious business growth strategy with another five locations planned to open in the next three years across the UK. Batchelor stated: “We know there is a huge opportunity for us to make a significant difference to families in the Midlands and that is why we have pinpointed Ashby de la Zouch as our first location for expansion. We want to help families across the UK build and protect legacies for future generations one family at a time.”

Wills & Trusts is a Pension, Wills, Estate Planning and Investments specialist, now in its 24th year. They have been awarded ‘Chartered’ Status.