Wills & Trusts Partnership
Financial Services
Thame, Oxfordshire, United Kingdom
22 employees
- Employees
- 22
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Wills & Trusts Partnership Overview
- Headquarters
- Thame, Oxfordshire, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- willsandtrustswealth.com
- Industry
- Financial Services
- Employees
- 22
- Founded
- 1992
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wills & Trusts Partnership
Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number. This “family” philosophy makes the company one of the most highly respected throughout our industry. Wills & Trusts has the technical know-how to deal with any situation but focuses on the protection of 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.
Wills & Trusts Partnership Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Wills & Trusts Partnership Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Stuart Payne | Chief Operating Officer | Birmingham, England, United Kingdom |
Email
Phone
|
| Tim Frosdick | Project Management Consultant at Wills |
View
|
|
| Clive Thomas | Financial Director at Osborne Thomas | Cheltenham, England, United Kingdom |
Email
|
| Penny Jones | Client Portfolio Management at Wills |
View
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 1 | 1 |
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