About Us

At Trust Will Plan, we'll work with you and your family to provide personalised strategies and solutions which are tailored specifically to your individual needs.

 

Our comprehensive range of advice and services are designed to exceed the expectations of our clients and positively impact the lives of many. We focus on building long term relationship as through this we develop trust and that is at the centre of everything we do.

 

Trust Will Plan was founded with the principles, knowledge and experience of how a client focused estste planning business should be conducted. Our team is relentless in their efforts to be exemplars at helping our clients meet their goals.

History

Trust Will Plan was originally founded in 2012 by Simon Youlton and Ian Sheppard who had both worked together for a number of years previously but held Senior Directorships for two very different and separate businesses. Simon was the Managing Director for a leading UK Wealth Management company and Ian was the Managing Director of an established Marketing company responsible for delivering financial awareness seminars to not only Europe’s biggest employer but numerous well known private sector organisations too. It was this unique set of combined capabilities and the leverage of both business resources that led to the formation of Trust Will Plan Ltd.

 

In 2013 when the UK Wealth Management company was acquired by a large US Private Equity backed consolidator, Trust Will Plan began working with the new national advisory and consolidation business providing advice across the country. Both Simon and Ian continued to lead the business themselves as Board Directors until 2015, at which point Simon began to focus on developing overseas businesses in Asia and Australia with Ian taking a leading role in the UK. Joined by other well experienced and highly capable industry figures, the new Executive Board of Trust Will Plan is focused on building an exemplary business within the industry and beyond.

 

As Trust Will Plan continues in its pursuit to help clients find the right advice through the most appropriate medium , it will explore and expand its offerings to create a true start to finish solution making it one of the most convenient places for people to place their trust, hence the name Trust Will Plan; with your trust we will plan together.