Wills & Trusts Partnership Employee Directory

Financial ServicesEngland, United Kingdom11-50 Employees

Wills & Trusts Partnership operates in the financial services sector, focusing on estate planning and asset protection to ensure wealth is transferred to the intended recipients at the right time. The firm emphasizes a people-centered approach, aiming to treat clients and staff as individuals within a collaborative, family-like culture. Based in Thame, England, the company provides guidance on minimizing tax impact and avoiding unnecessary taxes through careful planning of asset distribution across life and after death.

 Serving individuals seeking to manage their estates, the firm positions itself as a specialist in protecting assets and facilitating orderly transfer to beneficiaries. With a presence in the UK, it conveys experience in addressing a range of estate-related scenarios, seeking to address clients’ concerns about timing and tax efficiency while maintaining a focus on personalized service.

Find Wills & Trusts Partnership employees' phone numbers or email addresses

Wills & Trusts Partnership Global Highlights

Location
Employees

Europe
30

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  • United Kingdom Of Great Britain And Northern Ireland
    30

Wills & Trusts Partnership's Leadership

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    P. O.
    Head Of Operations
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    D. L.
    Head Of Tp Relations
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    D. B.
    Founder & Managing Director
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    L. O.
    Managing Partner
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    N. S.
    Junior Partner
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    T. V.
    Junior Partner
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    C. T.
    Group Finance Director
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    R. H.
    Financial Controller
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Wills & Trusts Partnership Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Community & Social Services
  • Finance
  • Other

Contact profiles from Wills & Trusts Partnership

Name
Title
Contact Info
Location
Last Update
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    D. B.
    Founder & Managing Director
    Phone icon
    United KingdomEngland
    May 28, 2026
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    L. O.
    Managing Partner
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    United Kingdom
    Apr 17, 2026
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    N. S.
    Junior Partner
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    United Kingdom
    May 12, 2026
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    T. V.
    Junior Partner
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    United KingdomEngland
    Apr 14, 2026
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    P. O.
    Head Of Operations
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    United KingdomEngland
    Jun 02, 2026
  • Stylized image of a person
    C. T.
    Group Finance Director
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    United KingdomEngland
    Jun 19, 2026
  • Stylized image of a person
    R. H.
    Financial Controller
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    United KingdomEngland
    Aug 11, 2025
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    J. W.
    Senior Paraplanner
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    UNITED KINGDOMOxfordshire
    Oct 31, 2023
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    S. W.
    Parapanner
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    United KingdomEngland
    May 11, 2026
  • Stylized image of a person
    L. E.
    Planning Attorney
    Phone icon
    Apr 07, 2023

Frequently Asked Questions

What is Wills & Trusts Partnership known for?

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Wills & Trusts Partnership was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 91-92 High Street Thame, England ox9 3eh United Kingdom. Explore Wills & Trusts Partnership's company overview page for more information.

What is Wills & Trusts Partnership's most common email format?

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Wills & Trusts Partnership employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wills & Trusts Partnership email formats with LeadIQ.

How many employees does Wills & Trusts Partnership have currently?

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Wills & Trusts Partnership has approximately 18 employees as of June 2026. These team members are located across 1 continents, including Europe.

Who are Wills & Trusts Partnership's key employees and leadership?

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As of June 2026, Wills & Trusts Partnership's key employees include:

  • Head Of Operations: P. O.
  • Head Of Tp Relations: D. L.
  • Founder & Managing Director: D. B.
  • Managing Partner: L. O.
  • Junior Partner: N. S.

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