Wiza logo
Wiza logo
Get a demo
Get started for free
Log in
Log in
Sign up

Wills & Trusts Wealth Management Group

Go to website

Facts about Wills & Trusts Wealth Management Group

Description
We are a Chartered firm of financial planners combining legal, investment, estate planning services for managing, growing & enjoying ever...
Website
willsandtrustswealth.com
HQ Location
Thame, Oxfordshire, United Kingdom
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of Wills & Trusts Wealth Management Group

X
Facebook
Linkedin
@willsandtrustsuk

Wills & Trusts Wealth Management Group employees

David Batchelor avatar
David Batchelor
Founder & Managing Director
Lian O'shea avatar
Lian O'shea
Head of Compliance & Client Services
Adam Baker avatar
Adam Baker
Head of Client Services
Nadine Jayes avatar
Nadine Jayes
Head of Legal
Lorna Harnby avatar
Lorna Harnby
Head of Sustainable Investing
Paula O'Reilly avatar
Paula O'Reilly
Head Of Operations
Rachel Dow avatar
Rachel Dow
Head Of Human Resources
Rebecca Howard avatar
Rebecca Howard
Financial Controller
Martin Doughty avatar
Martin Doughty
Training & Competence Manager
Sunny Dip.. avatar
Sunny Dip..
Financial Planner
Lisa McBrearty avatar
Lisa McBrearty
Solicitor
Sophie Cisler avatar
Sophie Cisler
Solicitor and COLP
Charlotte Taheri avatar
Charlotte Taheri
Solicitor and Chartered Legal Executive
Sarah Hope avatar
Sarah Hope
Paraplanner
Lynne Jones avatar
Lynne Jones
events planner
Alicia Collins avatar
Alicia Collins
Senior Compliance Assistant
EJ New avatar
EJ New
Credit Controller
Rachel Phillips avatar
Rachel Phillips
Certified Financial Planner
Michael Bennett avatar
Michael Bennett
Financial Planner
Lee Humphrey avatar
Lee Humphrey
Financial Planner
Emma Backwell avatar
Emma Backwell
Event Planner
Stuart Payne avatar
Stuart Payne
Chief Operating Officer
Julia Marron avatar
Julia Marron
Business/Data Analyst
Amy Deventer avatar
Amy Deventer
Events planner
Jonathan Anderson avatar
Jonathan Anderson
Technical Team Leader
Dean Hobbs avatar
Dean Hobbs
Regional Adviser Manager
Danielle Larkin avatar
Danielle Larkin
Senior Financial Administrator
Carol Starkey avatar
Carol Starkey
Discretionary Investment Manager
Alison Parker avatar
Alison Parker
Chartered Financial Planner
Jonathan Rayner avatar
Jonathan Rayner
Financial Planner
Neil DipFA avatar
Neil DipFA
Chartered Financial Planner
Matthew Jones avatar
Matthew Jones
Financial Planner
Sam Lewens avatar
Sam Lewens
Paraplanner
Andrea Laister avatar
Andrea Laister
Data Analyst
Hannah CIPD avatar
Hannah CIPD
Human Resources Adviser
Henry Coleman avatar
Henry Coleman
Financial Controller

Frequent questions about Wills & Trusts Wealth Management Group

How many employees does Wills & Trusts Wealth Management Group have?
Wills & Trusts Wealth Management Group has approximately 51-200 employees.
What is Wills & Trusts Wealth Management Group's industry?
Wills & Trusts Wealth Management Group is involved in the industry of Financial Services.
Where is Wills & Trusts Wealth Management Group's headquarters?
Wills & Trusts Wealth Management Group's headquarters is located in Thame, Oxfordshire, United Kingdom.
What is the website of Wills & Trusts Wealth Management Group?
You may visit their official website at https://willsandtrustswealth.com
Find anyone's contact info.
Get 20 free email reveals
Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

abcdefghijklmnopqrstuvwxyz
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.
Wiza logo
The future of prospecting © 2026 Wiza
“Wiza is a sales prospecting & engagement platform.”
Divider
hello@wiza.co
Social
Social
Social
Social
Solutions
Resources
Company
Divider
Disclaimer: Wiza, Inc is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Microsoft or LinkedIn, or any of their subsidiaries or affiliates.
The name LinkedIn, as well as related names, marks, logos, emblems, and images are registered trademarks of their respective owners.