Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
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.
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No website on the FCA register
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Phone number
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Address
91-92 High Street, Thame, Oxon, OX9 3EH, United Kingdom
In the full report: 2 background checks
- What kind of line 01844 212907 is
- Who else gives the postcode OX9 3EH
Other names (2)
If you were contacted under any of these names, it is this firm.
- Wills & Trusts Chartered Financial Planners Trading name: A name it trades under now.
- Wills & Trusts IFP Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 03546798 (opens Companies House in a new tab)
- 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
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- Pension funding (SIC 65300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David Stephen Batchelor | Director | Oct 1963 | 16 Apr 1998 | 10 other companies |
| Clive Raymond Thomas | Director | Feb 1962 | 24 Jan 2022 | 38 other companies |
| Lian Jade O'Shea | Director | Apr 1983 | 1 Dec 2025 | 6 other companies |
| Rebecca Howard | Secretary | Not published | 1 Feb 2024 | – |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 43
- closed down
- 19
- went insolvent
- 1
In the full report: all 43 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- The one that went into liquidation or administration
- The one on the FCA register
- The 8 companies these 3 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£866k
+26% from £685k
Cash at bank
£39.3k
+89% from £20.8k
Employees (average)
3
Same as 3
Owed within a year
£4.23m
+26% from £3.34m
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2019 to 2024
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 03546798. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2020
21 December 2020
- Changed its registered name from "Wills & Trusts IFP Ltd"
FCA register
2016
6 April 2016
- Wills & Trusts Wealth Management Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2003
17 June 2003
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1998
16 April 1998
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (6 shown here)
- Every director appointment and resignation: 5
Connected firms
Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
- past link
- 1
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Thame
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 43 other companies its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 16 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Wills & Trusts Independent Financial Planning Limited FCA authorised?
What is Wills & Trusts Independent Financial Planning’s phone number?
Is Wills & Trusts Independent Financial Planning a scam or clone?
Is my money safe with Wills & Trusts Independent Financial Planning?
Who owns Wills & Trusts Independent Financial Planning?
Who runs Wills & Trusts Independent Financial Planning?
How long has Wills & Trusts Independent Financial Planning been in business?
What do Wills & Trusts Independent Financial Planning’s latest accounts show?
Does Wills & Trusts Independent Financial Planning use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk