Wills & Trusts Partnership logo

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
23

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  • United Kingdom Of Great Britain And Northern Ireland
    23

Wills & Trusts Partnership's Leadership

  • Head Of Tp Relations at Wills & Trusts Partnership
    D. L.
    Head Of Tp Relations
  • Head Of Operations at Wills & Trusts Partnership
    P. O.
    Head Of Operations
  • Founder & Managing Director at Wills & Trusts Partnership
    D. B.
    Founder & Managing Director
  • Managing Partner at Wills & Trusts Partnership
    L. O.
    Managing Partner
  • Group Finance Director at Wills & Trusts Partnership
    C. T.
    Group Finance Director
  • Financial Controller at Wills & Trusts Partnership
    R. H.
    Financial Controller
  • Senior Paraplanner at Wills & Trusts Partnership
    J. W.
    Senior Paraplanner
  • Parapanner at Wills & Trusts Partnership
    S. W.
    Parapanner

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
Location
Last Update
  • Planning Attorney at Wills & Trusts Partnership
    L. E.
    Planning Attorney
    Apr 07, 2023

Frequently Asked Questions

What is Wills & Trusts Partnership known for?

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Wills & Trusts Partnership was founded in 1992 and operates in the Financial Services industry. 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 First.Last@willsandtrustswealth.com. 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 17 employees as of September 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 September 2026, Wills & Trusts Partnership's key employees include:

  • Head Of Tp Relations: D. L.
  • Head Of Operations: P. O.
  • Founder & Managing Director: D. B.
  • Managing Partner: L. O.
  • Group Finance Director: C. T.

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