ABOUT US

The Wills & Trusts Group is chaired by David Batchelor. In addition to working directly with clients it supports financial advisors through “The RF Approach”. RF stands for Regulation Free.

By using The Trust Drafting Service^TM, The Business Development Network^TM, and other development workshops we help financial advisors to become Regulation Free.

Born in Croydon, Surrey, David Batchelor has over 23 years of experience in the finance industry having originally begun his career as a senior financial consultant with Canada Life and Commercial Union and a manager with a major American bank.

In 1986 David was promoted to manager of Aylesbury and later to manager of Luton where he gained the Finance House Diploma (FHD) and later obtained the Financial Planning Certificate (M.L.I.A dip) as well as the Advanced Financial Planning Certificate (ACIA dip) in 1998. David is also a licensed Pensions Transfer specialist.

After recognising a need for clients to receive independent financial advice David, together with his wife Helen, formed their own Independent Financial Planning Practice and in 1994 Wills & Trusts which became part of the DBS Network.

David Batchelor, FHD.APFS.CFP, has been Director of Wills & Trusts Independent Financial Planning Ltd since the company was established in 1994. It was because of passing the Advanced Financial Planning Certificate and Finance House Diploma that David earned these designations.

David specialises in tax and investment planning as well as inheritance tax mitigation primarily for two types of clients: entrepreneurial business owners and clients with capital to invest and protect.

Committed to his work ethics, his professional philosophy is to help his clients develop financial planning that will result in financial independence and a secure financial future. For his capital based clients his main focus is to develop a well-balanced financial portfolio that produces above average rates of return.

David Batchelor is also a past President of the LIA and a past Board Member of the PFS as well as a certified Hypnotist.

Author of “ Wealth - How to become seriously Rich on any income” & “How to Charge Fees the Right Way”.

A qualifier of MDRT’s Top of the Table for the last eight years, David Batchelor is one of the UK’s largest individual producers of Financial Services.

In 2004, David Batchelor launched his new company Wills & Trusts Independent Estate Planning Ltd which is a prestigious Trust Drafting Service^TM for financial advisors. With over a hundred financial advisers presently using this service, and ever more growing, this has proved to be a valuable service for their own businesses and clients.

Also in 2004, David set up The Business Development Network^TM (BDN) which is designed to help Financial Advisors, be they tied, multi-tied, whole of market or IFA to grow and develop their businesses through non-regulated processes.

With the massive increase in regulation and interference in business, David wanted to share his knowledge on how financial advisors can move to more effective ways of doing business that escape regulation and future liability claims by developing the sale of their processes and wisdom. In effect learning to turn their services into products and products into services in a way that does not allow comparison.

This has been highly successful with over 90 members attending quarterly workshops. Feedback received has been that David’s coaching has been invaluable to their practices and they have seen real returns both in their personal development and increased business returns.