Chartered financial planning company Wills & Trusts has operated in Thame, Oxfordshire for the last 24 years.
Now they are expanding and have singled out Leicestershire as the prime location to start its ambitious expansion plans.
The new branch in Ashby de la Zouch will provide the same independent financial planning advice that is offered from its head office - wills, estates, pensions and investments.
David Batchelor, founder and principle of the 50 strong company, said: "We know there is a huge opportunity for us to make a significant difference to families in the Midlands and that is why we have pinpointed Ashby de la Zouch as our first location for expansion.
"We want to help families across the 海角视频 build and protect legacies for future generations one family at a time".
David is a founding board member of the Personal Finance Society (PFS).
As a fellow of the PFS he has championed the abolition of commission and as a member of the MDRT Ethics committee he has been instrumental in upholding both the MDRT and Personal Finance Society code of ethics.
He said that the firm's strategy is not to focus on making money but to concentrate on not losing it.
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He jokes that they are boring and sensible but “if you focus on not losing money the by-product of that is making money”.
The team understand the difference they make to people’s lives.
He said: “every time we save £100k for someone that has a huge impact and improves many lives; it can provide better education and better care.”
The Ashby de la Zouch launch is also part of a long-term ambitious business growth strategy with another five locations planned to open in the next three years across the 海角视频.
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The expansion has created a number of new roles with seven new positions recruited including Stuart Payne, chartered insurer as chief operating officer, a new marketing director, three new financial planners, a paraplanner and an administration role.
Wills & Trusts' strategic plan projects that this number will double to at least 12 new recruits from the local area in the next 12 months.