Company Information

Get to know Wills & Trusts Wealth Management

Wills & Trusts Wealth Management is an independent, family-run firm of Chartered Financial Planners located in the UK. Founded by brothers Martin and Tom Allsopp, the company focuses on providing clients with a comprehensive and clear path to achieving their financial goals. Their mission is to offer straightforward, jargon-free advice and build long-term relationships based on trust. The firm offers a full suite of wealth management services, including retirement planning, investment management, financial protection, and specialist estate planning to help clients grow, protect, and pass on their wealth effectively.

Industry

Financial Wealth ManagementPRIMARY
Financial Investment
Financial Other Service

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Wills & Trusts Wealth Management

United Kingdom

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.