Wills & Trusts Independent Financial Planning Limited

Reference number: 223962

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Verified phone number

    01844 212907

  • Verified address

    91-92 High Street, Thame, Oxon, OX9 3EH, United Kingdom

Also trades as
  • Wills & Trusts Chartered Financial Planners

Company details

From the company's Companies House record.

Company number
03546798
Company status
Active
Company type
Private limited company
Incorporated
16 April 1998 (28 years old)
Registered office
91/92 High Street, Thame, Oxfordshire, OX9 3EH
Nature of business
  • Pension funding (SIC 65300)

Current directors and secretaries

Name Role Born Appointed
David Stephen Batchelor Director Oct 1963 16 Apr 1998
Clive Raymond Thomas Director Feb 1962 24 Jan 2022
Lian Jade O'Shea Director Apr 1983 1 Dec 2025
Rebecca Howard Secretary Not published 1 Feb 2024

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Wills & Trusts IFP Ltd

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Common questions

Frequently asked questions

Is Wills & Trusts Independent Financial Planning Limited FCA authorised?
Yes, Wills & Trusts Independent Financial Planning Limited (FRN 223962) is authorised by the FCA to carry out regulated activities.
Is my money safe with Wills & Trusts Independent Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wills & Trusts Independent Financial Planning to the Financial Ombudsman Service, free of charge.
Is Wills & Trusts Independent Financial Planning a scam or clone?
Wills & Trusts Independent Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Wills & Trusts Independent Financial Planning's Firm Reference Number (FRN)?
Wills & Trusts Independent Financial Planning's FRN is 223962. You can verify it on the FCA register.