Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces David Batchelor, Managing Director of Wills & Trusts Wealth Management, based in Thame in the UK.

David is an award-winning, Chartered Financial Planner, who also moonlights as a Coach for the UK arm of Strategic Coach® and spends time on the public speaking circuit too.  

In his spare time, David plays the drums in his two bands, and owns a pub.  He is also a Top of the Table member of the Premier Association of Financial Professionals, the Million Dollar Round Table.®

Amanda asks David what lessons he learned from his own family, watching his father face bankruptcy, and how he wound up as a financial adviser.  Wills & Trusts Group are a full-service wealth management firm, discussing money often with those who are retired or retiring, and wanting to leave a lasting legacy for their families.  He openly discusses his own personal financial setbacks and what lessons he would like to pass on to his three children.

“Live on 70% of whatever income you earn.  That’s all you get for now.” – David Batchelor.

Links
Chartered Firm of Financial Planners & Legal Advisers - Wills & Trusts (willsandtrustswealth.com) (Company Website)

linkedin.com/in/david-batchelor-6ab48117 (LinkedIn profile)

Our Team - The Strategic Coach (Strategic Coach Corporate Website)

Home (mdrt.org) (MDRT Official Website)

Offer 

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Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

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Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

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Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Follow 

Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)

Or you can find David Batchelor on Twitter at @WTrustsWMGroup 

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