Wills and Trusts Wealth Management Group Revenue and Competitors

Thame, UK

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wills and Trusts Wealth Management Group's estimated annual revenue is currently $6.4M per year.(i)
  • Wills and Trusts Wealth Management Group's estimated revenue per employee is $168,000

Employee Data

  • Wills and Trusts Wealth Management Group has 38 Employees.(i)
  • Wills and Trusts Wealth Management Group grew their employee count by -39% last year.

Wills and Trusts Wealth Management Group's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$555.2M14869%$811M$3B
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What Is Wills and Trusts Wealth Management Group?

Established for well over 25 years, the award-winning Wills & Trusts Group believes in treating clients as people, not just as a number. This ᅢᄁ¬ツᆲᅤモfamilyᅢᄁ¬ツᆲᅡン philosophy makes the company one of the most highly respected amongst financial advisers. As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clientsᅢᄁ¬ツᆲ¬トᄁ assets and the protection of those assets so that they pass to the right person at the right time. Estate planning Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. You will probably want to make sure that you pay no more tax than is reasonable, and in some cases you will want to avoid it completely. Investment management You want to earn more on your savings and investments, at the same time, you want to pay as little tax as possible. Most importantly of all, you probably want to minimise any risk that you take. It takes a great deal of time and effort to build your wealth, and you want to protect it for your future and for the future of your family. We actively manage your investments to produce the greatest returns for the lowest risk. We put a premium on making sure you know what is happening and why. Our clients say our programme of client education is like nothing they have ever experienced before. Pensions management When you retire you will want to make sure that your pension produces the most income possible, that the income will last for the rest of your life, and ideally increase every year. If anything happens to you, it is no doubt important to you that your spouse will get your pension in full. We treat pensions like every investment we manage. Unlike most advisers, who only look at your pension once a year, we look at it every day, and we ask the question: how can we do better for you?

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Total Funding

38

Number of Employees

$6.4M

Revenue (est)

-39%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wills and Trusts Wealth Management Group News

2022-04-20 - Joe Thomas still believes Browns LT Jedrick Wills Jr. has All-Pro talent, but must work to become consistent

Thomas believes in Wills as much as he did coming out in the draft, but he advises him to reduce the negative plays.

2022-04-19 - Wimbledon's Russia ban faces battle of wills

WTA president Steve Simon has warned Wimbledon that they face "strong reactions" to their decision to ban Russian and Belarusian players and...

2022-04-19 - ‘I Prepare Wills for a Living, and Here Are 4 Things I Wish Every Family Would Talk About in Times of Health’

Learning how to discuss your plans for death with family (even if you are totally healthy now) could spare your loved ones eventual stress.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.4M597%N/A
#2
$8.1M627%N/A
#3
$13.9M63-6%N/A
#4
$19.5M1184%N/A
#5
$36.7M1367%N/A