About Us

In 1991 David Batchelor founded what is now Wills & Trusts Wealth Management Group. Over this time the firm has grown substantially, now ranking within the top 100 of the Financial Times top UK advisers and has helped thousands of families put in place investment, estate and tax planning to build a more secure future for themselves and their children.


Since 1995 Wills & Trusts have run active investment portfolios for clients. In 2005 Wills & Trusts began to share these portfolios with IFAs within the firm’s study group, and in 2018 established a DFM as a separate entity to manage the portfolios without having to continuously seek clients’ approval every time a change was made, allowing them to implement changes more quickly in a world where things can change in the blink of an eye.


Trust DFM was formed as a separate and independent entity designed from the ground up by IFAs as a DFM that speaks the same language as our client and provides the wider IFA community with a DFM built around their needs.


Our Team

Your day-to-day contacts at Trust DFM

SALES TEAM
WT_JC_0908_0051low

Lawrence Patrick

Business development executive

INVESTMENT TEAM
IMG_1805-Edit-scaled-e1631634861732

James Sullivan

Chief investment officer

WT_JC_0104_0240low

Mia Rowlinson

INVESTMENT Analyst

davids.jog_

David Scammell

fixed income specialist

LHWT_JC_2106_000150-Low

Lorna Harnby

Head of Sustainable Investing

clive-1

Clive Hale

Non-executive director & committee macro specialist

OPERATIONS & FINANCE
Photo©John Cassidy The Headshot Guy®
www.theheadshotguy.co.uk
07768 401009

Carol Starkey

Head of Investment Operations

rebecca-website

Rebecca Howard

Finance Manager

PDWT_JC_1105_000139-Low

Paul Davoren

INVESTMENT ADMINISTRATOR

HHWT_JC_1406_000095-Low

Haroon Humzah

INVESTMENT ADMINISTRATOR

EXECS & SPECIALISTS
WT_JC_2611_4251low

David Batchelor

chief executive officer

WT_JC_0104_0136low

Stuart Payne

chief operating Officer

WT_TW_1601_0168low

Lian O'Shea

Head of compliance

CTWT_JC_1906_0119-Low

Clive Thomas

Group financial director

Photo©John Cassidy The Headshot Guy®
www.theheadshotguy.co.uk
07768 401009

Phil Plant

Financial director