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Wills & Trusts Independent Financial Planning Limited

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91-92 High Street, Thame, Oxfordshire, OX9 3EH
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FCA Number: 223962

Located in the historic market town of Thame, Wills & Trusts Independent Financial Planning Limited is a trusted financial services firm with FCA registration number 223962. Offering specialised services in life and investments, pensions retirement advice, final salary pension transfers, and financial planning, the firm caters to clients in Thame, Oxfordshire, and the surrounding regions. An industry leader in providing regulated advice, their experts take pride in tailoring services to suit clients' unique financial journeys. From individuals beginning their investment journey to those who are nearing retirement, Wills & Trusts Independent Financial Planning Ltd serves a diverse client base. Visit them at High Street, OX9 3EH, Thame.

Their team includes 2 financial advisers. Check FCA registration here.

Wills & Trusts Independent Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Wills & Trusts Independent Financial Planning Limited from the Motorway

  1. From the M40:
  2. At Junction 8A, take the A418/A40 exit towards Thame/Aylesbury/Oxford.
  3. Upon reaching the roundabout, take the second exit onto A40/A418, continuing to follow A418.
  4. Arriving at the next roundabout, again take the second exit that leads onto Oxford Road.
  5. Proceed forth onto Priest End.
  6. Make a right turn onto High Street. Please note that certain sections of this road may be subject to closures during specific times or days. Continue through two more roundabouts.
  7. Your destination will subsequently be located on your left.

List of advisers under Wills & Trusts Independent Financial Planning Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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